Invesco Dorsey Wright Technology Momentum ETF
PTF
48 hedge funds and large institutions have $71.7M invested in Invesco Dorsey Wright Technology Momentum ETF in 2018 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 19 reducing their positions, and 4 closing their positions.
25% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 4
2% more funds holding
Funds holding: 47 → 48 (+1)
1% more capital invested
Capital invested by funds: $70.7M → $71.7M (+$1.05M)
0.05% less ownership
Funds ownership: 174.89% → 174.84% (-0.05%)
53% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 19
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$898K |
| 2 |
PFS
Prospera Financial Services
Dallas,
Texas
|
+$686K |
| 3 |
Wells Fargo
San Francisco,
California
|
+$225K |
| 4 |
AP
Advisors Preferred
Rockville,
Maryland
|
+$208K |
| 5 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$64.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Baird Financial Group
Milwaukee,
Wisconsin
|
-$1.5M |
| 2 |
Morgan Stanley
New York
|
-$1.25M |
| 3 |
Jane Street
New York
|
-$906K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$656K |
| 5 |
TFA
Transamerica Financial Advisors
St. Petersburg,
Florida
|
-$646K |
PTF Hedge Fund Activity: Q1 2018 in Review
48 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Technology Momentum ETF (PTF) for Q1 2018, worth a combined $71.7M — up 1.5% from $70.7M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new PTF positions and 4 closed out — a net gain of 1 holder — while 9 added to existing stakes and 19 trimmed.
The largest buyer was Private Advisor Group, opening a new position worth an estimated $898K. The largest seller was Baird Financial Group, exiting entirely with an estimated $1.5M sold.
- 48 institutional investors held Invesco Dorsey Wright Technology Momentum ETF (PTF) as of Q1 2018, up from 47 in Q4 2017.
- Funds reported $71.7M of Invesco Dorsey Wright Technology Momentum ETF stock for Q1 2018, up 1.5% quarter-over-quarter.
- 5 funds opened new Invesco Dorsey Wright Technology Momentum ETF positions in Q1 2018 and 4 closed out, a net change of +1 holder.
- The largest Invesco Dorsey Wright Technology Momentum ETF buyer in Q1 2018 was Private Advisor Group, an estimated $898K added.
- The largest Invesco Dorsey Wright Technology Momentum ETF seller in Q1 2018 was Baird Financial Group, an estimated $1.5M sold.
Based on aggregated 13F filings for Q1 2018.