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Invesco Dorsey Wright Momentum ETF
PDP

69 hedge funds and large institutions have $728M invested in Invesco Dorsey Wright Momentum ETF in 2013 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 37 increasing their positions, 14 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

164% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 14

63% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 8

17% more capital invested

Capital invested by funds: $622M → $728M (+$106M)

6% more funds holding

Funds holding: 65 → 69 (+4)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

2.19% less ownership

Funds ownership: 57.02% → 54.83% (-2.2%)

Holders
69
Holders Change
+4
Holders Change %
+6.15%
% of All Funds
2%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
13
Increased
37
Reduced
14
Closed
8
Calls
$462K
Puts
–
Net Calls
+$462K
Net Calls Change
+$110K

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$29.1M
2
Morgan Stanley
Morgan Stanley
New York
+$11.7M
3
U
UBS
Switzerland
+$10.9M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$3.56M
5
Ameriprise
Ameriprise
Minnesota
+$2.61M

Top Sellers

1
RIG
RiverFront Investment Group
Virginia
-$9.13M
2
RJFSA
Raymond James Financial Services Advisors
Florida
-$4.14M
3
Deutsche Bank
Deutsche Bank
Germany
-$3.58M
4
KFS
KMS Financial Services
Washington
-$2.79M
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$1.14M
Name Holding Trade Value Shares
Change 		Change in
Stake
JP Morgan Chase
26
JP Morgan Chase
New York
$2.27M +$616K +17,598 +40%
MFS
27
MSI Financial Services
Massachusetts
$2.11M +$942K +26,929 +88%
CWM
28
Concert Wealth Management
California
$1.9M +$65.8K +1,880 +4%
DADC
29
D.A. Davidson & Co
Montana
$1.82M -$52.2K -1,491 -3%
HF
30
Hoxton Financial
West Virginia
$1.8M +$1.72M +49,187 New
NPC
31
National Planning Corporation
California
$1.54M +$129K +3,674 +10%
Goldman Sachs
32
Goldman Sachs
New York
$1.27M +$1.21M +34,596 New
FAAS
33
First Allied Advisory Services
California
$1.14M +$210K +5,990 +24%
HFS
34
HL Financial Services
Kentucky
$1.03M -$65.1K -1,860 -6%
FHC
35
First Heartland Consultants
Missouri
$1.02M +$479K +13,680 +96%
Citigroup
36
Citigroup
New York
$981K +$38K +1,087 +4%
SAG
37
Sterne Agee Group
Alabama
$923K +$237K +6,788 +37%
SG Americas Securities
38
SG Americas Securities
New York
$901K +$860K +24,593 New
VFS
39
VSR Financial Services
Kansas
$763K +$156K +4,467 +27%
BAS
40
Brown Advisory Securities
Maryland
$763K +$413K +11,800 +131%
MCC
41
Mid Continent Capital
Illinois
$691K +$25K +715 +4%
Bank of Montreal
42
Bank of Montreal
Ontario, Canada
$638K -$801K -22,892 -57%
SI
43
Stephens Inc
Arkansas
$633K +$36.7K +1,050 +6%
SHA
44
Smith Hayes Advisers
Nebraska
$607K +$579K +16,552 New
Susquehanna International Group
45
Susquehanna International Group
Pennsylvania
$546K +$521K +14,883 New
WA
46
WFG Advisors
Texas
$542K +$206K +5,890 +66%
ICAS
47
Investors Capital Advisory Services
Massachusetts
$443K +$68.2K +1,950 +19%
SC
48
Scotia Capital
Ontario, Canada
$436K +$97.1K +2,776 +31%
HighTower Advisors
49
HighTower Advisors
Illinois
$365K +$111K +3,178 +47%
GLA
50
Great Lakes Advisors
Illinois
$308K +$37.4K +1,070 +15%
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PDP Hedge Fund Activity: Q4 2013 in Review

69 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Momentum ETF (PDP) for Q4 2013, worth a combined $728M — up 17% from $622M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new PDP positions and 8 closed out — a net gain of 5 holders — while 37 added to existing stakes and 14 trimmed.

The largest buyer was Wells Fargo, adding an estimated $29.1M. The largest seller was RiverFront Investment Group, exiting entirely with an estimated $9.13M sold.

  • 69 institutional investors held Invesco Dorsey Wright Momentum ETF (PDP) as of Q4 2013, up from 65 in Q3 2013.
  • Funds reported $728M of Invesco Dorsey Wright Momentum ETF stock for Q4 2013, up 17% quarter-over-quarter.
  • 13 funds opened new Invesco Dorsey Wright Momentum ETF positions in Q4 2013 and 8 closed out, a net change of +5 holders.
  • The largest Invesco Dorsey Wright Momentum ETF buyer in Q4 2013 was Wells Fargo, an estimated $29.1M added.
  • The largest Invesco Dorsey Wright Momentum ETF seller in Q4 2013 was RiverFront Investment Group, an estimated $9.13M sold.

Based on aggregated 13F filings for Q4 2013.