PDP icon

Invesco Dorsey Wright Momentum ETF
PDP

Overview Fund Activity

107 hedge funds and large institutions have $1.13B invested in Invesco Dorsey Wright Momentum ETF in 2015 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 52 increasing their positions, 29 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
107
Holders Change
+7
Holders Change %
+7%
% of All Funds
2.85%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.21%
New
19
Increased
52
Reduced
29
Closed
11
Calls
–
Puts
$226K
Net Calls
-$226K
Net Calls Change
-$476K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$244M
2
UBS Group
2
UBS Group
Switzerland
$120M
3
Jane Street
3
Jane Street
New York
$10.2M
4
Wells Fargo
4
Wells Fargo
California
$183M
5
LPL Financial
5
LPL Financial
California
$35.9M

Top Sellers

1
Deutsche Bank
1
Deutsche Bank
Germany
$0
2
Bank of America
2
Bank of America
North Carolina
$49.1M
3
OPCM
3
Osborne Partners Capital Management
California
$13.9M
4
AIG
4
American International Group
New York
$10.8M
5
PHS
5
Pekin Hardy Strauss
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Janney Montgomery Scott
26
Janney Montgomery Scott
Pennsylvania
$6.37M +$1.4M +32,297 +28%
SI
27
Stephens Inc
Arkansas
$5.56M +$543K +12,505 +11%
LTFS
28
Ladenburg Thalmann Financial Services
Florida
$4.86M +$126K +2,914 +3%
DADC
29
D.A. Davidson & Co
Montana
$3.86M +$188K +4,331 +5%
William Blair & Company
30
William Blair & Company
Illinois
$3.76M -$275K -6,340 -7%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$3.26M +$1.18M +27,072 +56%
FAAM
32
First Allied Asset Management
California
$3.21M +$833K +19,204 +35%
OC
33
Oppenheimer & Co
New York
$3.08M +$224K +5,165 +8%
FAAS
34
First Allied Advisory Services
California
$2.73M -$390K -8,967 -13%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$2.71M -$632K -14,554 -19%
JPMorgan Chase & Co
36
JPMorgan Chase & Co
New York
$2.65M -$695K -16,001 -21%
Koshinski Asset Management
37
Koshinski Asset Management
Illinois
$2.65M +$320K +7,369 +14%
NPC
38
National Planning Corporation
California
$2.44M +$289K +6,799 +13%
VFS
39
VSR Financial Services
Kansas
$2.21M +$441K +10,156 +25%
HighTower Advisors
40
HighTower Advisors
Illinois
$1.93M +$96.2K +2,216 +5%
CWM
41
Concert Wealth Management
California
$1.83M +$171K +5,771 +10%
SHA
42
Smith Hayes Advisers
Nebraska
$1.82M +$569K +13,100 +46%
BRWM
43
B. Riley Wealth Management
Tennessee
$1.8M -$17.4K -400 -1%
SPC
44
Sigma Planning Corp
Michigan
$1.74M +$153K +3,514 +10%
BCM
45
Barometer Capital Management
Ontario, Canada
$1.67M +$209K +4,800 +14%
FHC
46
First Heartland Consultants
Missouri
$1.35M -$24K -552 -2%
Citigroup
47
Citigroup
New York
$1.31M +$29.3K +674 +2%
PAG
48
Private Advisor Group
New Jersey
$1.3M -$4.04K -93 -0.3%
WA
49
WESPAC Advisors
California
$1.28M +$76.1K +1,752 +6%
MAA
50
Managed Account Advisors
New Jersey
$1.17M +$1.17M +26,931 New
1
2
3 4 5