Invesco Dorsey Wright Momentum ETF
124 hedge funds and large institutions have $1.26B invested in Invesco Dorsey Wright Momentum ETF in 2015 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 62 increasing their positions, 30 reducing their positions, and 11 closing their positions.
107% more repeat investments, than reductions
Existing positions increased: 62 | Existing positions reduced: 30
55% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 11
40% more funds holding in top 10
Funds holding in top 10: 5 → 7 (+2)
27% more capital invested
Capital invested by funds: $997M → $1.26B (+$266M)
7.58% more ownership
Funds ownership: 54.29% → 61.86% (+7.6%)
5% more funds holding
Funds holding: 118 → 124 (+6)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$46.8M |
| 2 |
LPL Financial
San Diego,
California
|
+$42.2M |
| 3 |
VanEck Associates
New York
|
+$24M |
| 4 |
Morgan Stanley
New York
|
+$20.3M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$14.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$21.9M |
| 2 |
DWA
Dorsey Wright & Associates
Pasadena,
California
|
-$9.45M |
| 3 |
Jane Street
New York
|
-$5.86M |
| 4 |
VKH
Virtu KCG Holdings
New York
|
-$1.5M |
| 5 |
OPCM
Osborne Partners Capital Management
San Francisco,
California
|
-$938K |
PDP Hedge Fund Activity: Q4 2015 in Review
124 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Momentum ETF (PDP) for Q4 2015, worth a combined $1.26B — up 27% from $997M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new PDP positions and 11 closed out — a net gain of 6 holders — while 62 added to existing stakes and 30 trimmed.
The largest buyer was Wells Fargo, adding an estimated $46.8M. The largest seller was Goldman Sachs, cutting an estimated $21.9M.
- 124 institutional investors held Invesco Dorsey Wright Momentum ETF (PDP) as of Q4 2015, up from 118 in Q3 2015.
- Funds reported $1.26B of Invesco Dorsey Wright Momentum ETF stock for Q4 2015, up 27% quarter-over-quarter.
- 17 funds opened new Invesco Dorsey Wright Momentum ETF positions in Q4 2015 and 11 closed out, a net change of +6 holders.
- The largest Invesco Dorsey Wright Momentum ETF buyer in Q4 2015 was Wells Fargo, an estimated $46.8M added.
- The largest Invesco Dorsey Wright Momentum ETF seller in Q4 2015 was Goldman Sachs, an estimated $21.9M sold.
Based on aggregated 13F filings for Q4 2015.