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Invesco Dorsey Wright Momentum ETF
PDP

153 hedge funds and large institutions have $901M invested in Invesco Dorsey Wright Momentum ETF in 2018 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 43 increasing their positions, 62 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 12

0% more capital invested

Capital invested by funds: $897M → $901M (+$3.8M)

0.05% more ownership

Funds ownership: 58.53% → 58.57% (+0.05%)

0% more funds holding

Funds holding: 153 → 153 (0)

11% less funds holding in top 10

Funds holding in top 10: 9 → 8 (-1)

31% less repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 62

Holders
153
Holders Change
–
Holders Change %
0%
% of All Funds
3.51%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.18%
New
14
Increased
43
Reduced
62
Closed
12
Calls
$342K
Puts
–
Net Calls
+$342K
Net Calls Change
-$195K

Top Buyers

Rank Fund Capital Flow
1
EC
Estate Counselors
Wisconsin
+$9.7M
2
BTS
BB&T Securities
Virginia
+$7.34M
3
BCM
Barometer Capital Management
Ontario, Canada
+$6.92M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$3.56M
5
Wells Fargo
Wells Fargo
California
+$3M

Top Sellers

Rank Fund Capital Flow
1
CCS
Crosspoint Capital Strategies
California
-$18.3M
2
Morgan Stanley
Morgan Stanley
New York
-$9.64M
3
Bank of America
Bank of America
North Carolina
-$6.52M
4
RJFSA
Raymond James Financial Services Advisors
Florida
-$5.96M
5
MML Investors Services
MML Investors Services
Massachusetts
-$4.91M
Name Holding Trade Value Shares
Change 		Change in
Stake
FAAS
26
First Allied Advisory Services
California
$7.28M -$2.44M -45,524 -25%
OPCM
27
Osborne Partners Capital Management
California
$6.87M -$592K -11,057 -8%
BCM
28
Barometer Capital Management
Ontario, Canada
$6.82M +$6.92M +129,400 New
GSC
29
G&S Capital
Colorado
$5.5M -$332K -6,198 -6%
CM
30
Columbus Macro
Pennsylvania
$5.49M -$336K -6,273 -6%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$4.35M -$1.87M -35,035 -30%
JP Morgan Chase
32
JP Morgan Chase
New York
$4.24M +$985K +18,402 +30%
Baird Financial Group
33
Baird Financial Group
Wisconsin
$4.11M -$81.2K -1,518 -2%
IFWM
34
Institute for Wealth Management
Colorado
$3.34M -$169K -3,155 -5%
KFGK
35
Keystone Financial Group (Kentucky)
Kentucky
$3.15M -$253K -4,731 -7%
Jane Street
36
Jane Street
New York
$2.92M +$1.42M +26,482 +92%
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$2.85M +$495K +9,244 +21%
BRWA
38
B. Riley Wealth Advisors
Florida
$2.75M +$2.79M +52,174 New
LTFS
39
Ladenburg Thalmann Financial Services
Florida
$2.67M +$115K +2,151 +4%
CS
40
Credit Suisse
Switzerland
$2.67M +$754K +14,087 +39%
CIBC World Market
41
CIBC World Market
Ontario, Canada
$2.56M +$2.6M +48,575 New
MAP
42
Milestone Advisory Partners
North Carolina
$2.56M +$123K +2,307 +5%
Citadel Advisors
43
Citadel Advisors
Florida
$2.5M +$2.3M +42,938 +942%
William Blair & Company
44
William Blair & Company
Illinois
$2.3M +$146K +2,735 +7%
OC
45
Oppenheimer & Co
New York
$2.25M +$67.8K +1,268 +3%
PAG
46
Private Advisory Group
Washington
$2.2M -$243K -4,540 -10%
HPWM
47
Highland Private Wealth Management
Washington
$2.2M +$2.23M +41,701 New
DADC
48
D.A. Davidson & Co
Montana
$2.14M -$114K -2,128 -5%
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
$1.89M +$1.55M +29,005 +424%
AF
50
Advisornet Financial
Minnesota
$1.7M -$86.6K -1,619 -5%
1
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3 4 5

PDP Hedge Fund Activity: Q1 2018 in Review

153 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Momentum ETF (PDP) for Q1 2018, worth a combined $901M — up 0.42% from $897M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new PDP positions and 12 closed out — a net gain of 2 holders — while 43 added to existing stakes and 62 trimmed.

The largest buyer was Estate Counselors, adding an estimated $9.7M. The largest seller was Crosspoint Capital Strategies, exiting entirely with an estimated $18.3M sold.

  • 153 institutional investors held Invesco Dorsey Wright Momentum ETF (PDP) as of Q1 2018, unchanged from Q4 2017.
  • Funds reported $901M of Invesco Dorsey Wright Momentum ETF stock for Q1 2018, up 0.42% quarter-over-quarter.
  • 14 funds opened new Invesco Dorsey Wright Momentum ETF positions in Q1 2018 and 12 closed out, a net change of +2 holders.
  • The largest Invesco Dorsey Wright Momentum ETF buyer in Q1 2018 was Estate Counselors, an estimated $9.7M added.
  • The largest Invesco Dorsey Wright Momentum ETF seller in Q1 2018 was Crosspoint Capital Strategies, an estimated $18.3M sold.

Based on aggregated 13F filings for Q1 2018.