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Invesco Dorsey Wright Technology Momentum ETF

47 hedge funds and large institutions have $115M invested in Invesco Dorsey Wright Technology Momentum ETF in 2016 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 18 increasing their positions, 15 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 2

20% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 15

9% more funds holding

Funds holding: 4347 (+4)

1.93% more ownership

Funds ownership: 208.6%210.54% (+1.9%)

2% more capital invested

Capital invested by funds: $113M → $115M (+$2.12M)

Holders
47
Holders Change
+4
Holders Change %
+9.3%
% of All Funds
1.25%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
7
Increased
18
Reduced
15
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
1
Invesco
Georgia
$39.7M +$1.61M +121,176 +4%
TFA
2
Transamerica Financial Advisors
Florida
$16.1M -$4.36M -327,192 -22%
Morgan Stanley
3
Morgan Stanley
New York
$11.1M +$63.5K +4,764 +0.6%
UBS Group
4
UBS Group
Switzerland
$6.49M -$44.6K -3,351 -0.7%
Bank of America
5
Bank of America
North Carolina
$5.53M -$1.01M -75,798 -16%
Wells Fargo
6
Wells Fargo
California
$4.75M +$60.2K +4,521 +1%
Janney Montgomery Scott
7
Janney Montgomery Scott
Pennsylvania
$3.9M +$3.75M +281,736 New
SAM
8
SignalPoint Asset Management
Missouri
$3.78M +$2.97M +222,783 +447%
RJA
9
Raymond James & Associates
Florida
$3.76M +$40.9K +3,069 +1%
Ameriprise
10
Ameriprise
Minnesota
$2.84M -$2.03M -152,088 -43%
LPL Financial
11
LPL Financial
California
$2.59M +$295K +22,107 +13%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$2.09M -$232K -17,385 -10%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$1.94M +$97.6K +7,329 +6%
Baird Financial Group
14
Baird Financial Group
Wisconsin
$1.12M -$25.8K -1,938 -2%
PFS
15
Prospera Financial Services
Texas
$815K -$17.3K -1,299 -2%
VKH
16
Virtu KCG Holdings
New York
$810K -$1.91M -143,679 -71%
WA
17
WFG Advisors
Texas
$709K +$28.9K +2,172 +4%
MAS
18
Madden Advisory Services
Florida
$664K
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$599K -$1.72M -128,997 -75%
Citadel Advisors
20
Citadel Advisors
Florida
$577K +$207K +15,534 +59%
PAG
21
Private Advisor Group
New Jersey
$538K +$115K +8,655 +28%
DADC
22
D.A. Davidson & Co
Montana
$521K +$486K +36,498 +3,202%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$518K +$16.9K +1,269 +4%
AW
24
ACG Wealth
Georgia
$471K
Goldman Sachs
25
Goldman Sachs
New York
$439K -$6.05M -454,200 -93%

PTF Hedge Fund Activity: Q3 2016 in Review

47 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Technology Momentum ETF (PTF) for Q3 2016, worth a combined $115M — up 1.9% from $113M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new PTF positions and 2 closed out — a net gain of 5 holders — while 18 added to existing stakes and 15 trimmed.

The largest buyer was Janney Montgomery Scott, opening a new position worth an estimated $3.75M. The largest seller was Goldman Sachs, cutting an estimated $6.05M.

  • 47 institutional investors held Invesco Dorsey Wright Technology Momentum ETF (PTF) as of Q3 2016, up from 43 in Q2 2016.
  • Funds reported $115M of Invesco Dorsey Wright Technology Momentum ETF stock for Q3 2016, up 1.9% quarter-over-quarter.
  • 7 funds opened new Invesco Dorsey Wright Technology Momentum ETF positions in Q3 2016 and 2 closed out, a net change of +5 holders.
  • The largest Invesco Dorsey Wright Technology Momentum ETF buyer in Q3 2016 was Janney Montgomery Scott, an estimated $3.75M added.
  • The largest Invesco Dorsey Wright Technology Momentum ETF seller in Q3 2016 was Goldman Sachs, an estimated $6.05M sold.

Based on aggregated 13F filings for Q3 2016.