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Invesco Dorsey Wright Technology Momentum ETF

43 hedge funds and large institutions have $113M invested in Invesco Dorsey Wright Technology Momentum ETF in 2016 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 14 increasing their positions, 15 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 7

7% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 15

7% less funds holding

Funds holding: 4643 (-3)

14.01% less ownership

Funds ownership: 222.61%208.6% (-14%)

23% less capital invested

Capital invested by funds: $146M → $113M (-$33.1M)

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
43
Holders Change
-3
Holders Change %
-6.52%
% of All Funds
1.15%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
7
Increased
14
Reduced
15
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
1
Invesco
Georgia
$34.6M +$2.99M +243,141 +10%
TFA
2
Transamerica Financial Advisors
Florida
$18.7M -$6.91M -562,488 -27%
Morgan Stanley
3
Morgan Stanley
New York
$10.1M +$47.2K +3,846 +0.5%
Goldman Sachs
4
Goldman Sachs
New York
$6.12M +$1.3M +105,648 +28%
Bank of America
5
Bank of America
North Carolina
$5.99M -$685K -55,758 -11%
UBS Group
6
UBS Group
Switzerland
$5.95M +$132K +10,755 +2%
Ameriprise
7
Ameriprise
Minnesota
$4.5M -$413K -33,663 -9%
Wells Fargo
8
Wells Fargo
California
$4.26M -$2.56M -208,758 -38%
RJA
9
Raymond James & Associates
Florida
$3.38M -$778K -63,366 -19%
VKH
10
Virtu KCG Holdings
New York
$2.55M +$845K +68,814 +52%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$2.17M -$1.22M -99,246 -37%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$2.12M -$951K -77,496 -32%
LPL Financial
13
LPL Financial
California
$2.1M -$1.27M -103,101 -38%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$1.67M -$182K -14,820 -10%
Jane Street
15
Jane Street
New York
$1.21M -$968K -78,828 -45%
Baird Financial Group
16
Baird Financial Group
Wisconsin
$1.05M +$10.5K +855 +1%
PFS
17
Prospera Financial Services
Texas
$757K +$277K +22,548 +60%
Stifel Financial
18
Stifel Financial
Missouri
$727K +$385K +31,341 +119%
SAM
19
SignalPoint Asset Management
Missouri
$628K -$125K -10,185 -17%
WA
20
WFG Advisors
Texas
$618K -$85.7K -6,984 -12%
MAS
21
Madden Advisory Services
Florida
$604K
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$455K +$6.41K +522 +1%
AW
23
ACG Wealth
Georgia
$428K
PAG
24
Private Advisor Group
New Jersey
$385K +$51.8K +4,218 +16%
MFS
25
MSI Financial Services
Massachusetts
$366K -$186K -15,171 -34%

PTF Hedge Fund Activity: Q2 2016 in Review

43 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Technology Momentum ETF (PTF) for Q2 2016, worth a combined $113M — down 23% from $146M a quarter earlier.

Fund positioning in PTF was balanced in Q2 2016: 7 funds opened new positions, 7 closed out, 14 added to existing stakes and 15 trimmed.

The largest buyer was Invesco, adding an estimated $2.99M. The largest seller was Spectrum Management Group, exiting entirely with an estimated $20M sold.

  • 43 institutional investors held Invesco Dorsey Wright Technology Momentum ETF (PTF) as of Q2 2016, down from 46 in Q1 2016.
  • Funds reported $113M of Invesco Dorsey Wright Technology Momentum ETF stock for Q2 2016, down 23% quarter-over-quarter.
  • 7 funds opened new Invesco Dorsey Wright Technology Momentum ETF positions in Q2 2016 and 7 closed out, a net change of 0 holders.
  • The largest Invesco Dorsey Wright Technology Momentum ETF buyer in Q2 2016 was Invesco, an estimated $2.99M added.
  • The largest Invesco Dorsey Wright Technology Momentum ETF seller in Q2 2016 was Spectrum Management Group, an estimated $20M sold.

Based on aggregated 13F filings for Q2 2016.