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Invesco Dorsey Wright Momentum ETF
PDP

155 hedge funds and large institutions have $699M invested in Invesco Dorsey Wright Momentum ETF in 2018 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 38 increasing their positions, 56 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 24

4% more funds holding

Funds holding: 149 → 155 (+6)

0% more funds holding in top 10

Funds holding in top 10: 6 → 6 (0)

6.72% less ownership

Funds ownership: 62.95% → 56.23% (-6.7%)

32% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 56

32% less capital invested

Capital invested by funds: $1.03B → $699M (-$332M)

Holders
155
Holders Change
+6
Holders Change %
+4.03%
% of All Funds
3.45%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
31
Increased
38
Reduced
56
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BFG
Barber Financial Group
Kansas
+$14M
2
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$11.4M
3
RJA
Raymond James & Associates
Florida
+$9.73M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$4.13M
5
RCG
Ruggie Capital Group
Florida
+$3.52M

Top Sellers

1
Citigroup
Citigroup
New York
-$123M
2
GA
Gateway Advisory
New Jersey
-$29.2M
3
BTS
BB&T Securities
Virginia
-$13.1M
4
EC
Estate Counselors
Wisconsin
-$9.21M
5
UBS Group
UBS Group
Switzerland
-$8.87M
Name Holding Trade Value Shares
Change 		Change in
Stake
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$5.23M +$2.86M +54,564 +102%
JP Morgan Chase
27
JP Morgan Chase
New York
$4.87M +$628K +11,968 +14%
Baird Financial Group
28
Baird Financial Group
Wisconsin
$4.34M +$41.4K +788 +0.9%
DADC
29
D.A. Davidson & Co
Montana
$4.32M +$2.91M +55,511 +166%
Koshinski Asset Management
30
Koshinski Asset Management
Illinois
$4M +$2.06M +39,165 +90%
RCG
31
Ruggie Capital Group
Florida
$3.95M +$3.52M +67,146 +468%
FAAS
32
First Allied Advisory Services
California
$3.85M -$550K -10,481 -12%
GFP
33
Gryphon Financial Partners
Ohio
$3.65M +$3.45M +65,799 New
Citadel Advisors
34
Citadel Advisors
Florida
$3.26M +$2.5M +47,582 +242%
IFWM
35
Institute for Wealth Management
Colorado
$3.19M +$3.45M +65,798 New
KFGK
36
Keystone Financial Group (Kentucky)
Kentucky
$2.97M -$210K -3,996 -6%
Susquehanna International Group
37
Susquehanna International Group
Pennsylvania
$2.87M +$2.26M +43,022 +268%
CS
38
Credit Suisse
Switzerland
$2.68M +$1.73M +32,987 +148%
CM
39
Columbus Macro
Pennsylvania
$2.54M -$245K -4,664 -8%
BRWA
40
B. Riley Wealth Advisors
Florida
$2.35M -$390K -7,422 -13%
LTFS
41
Ladenburg Thalmann Financial Services
Florida
$2.26M -$1.09M -20,751 -31%
MAP
42
Milestone Advisory Partners
North Carolina
$2.08M +$491K +9,347 +28%
GSC
43
G&S Capital
Colorado
$2.04M -$1.7M -32,423 -44%
William Blair & Company
44
William Blair & Company
Illinois
$1.9M +$1.75M +33,350 New
PAG
45
Private Advisory Group
Washington
$1.83M -$196K -3,726 -9%
Cambridge Investment Research Advisors
46
Cambridge Investment Research Advisors
Iowa
$1.71M -$761K -14,495 -29%
BFEC
47
Benjamin F. Edwards & Company
Missouri
$1.66M +$1.22M +23,209 +209%
Goldman Sachs
48
Goldman Sachs
New York
$1.54M +$1.67M +31,794 New
TRCT
49
Tower Research Capital (TRC)
New York
$1.49M +$896K +17,068 +124%
GA
50
Gateway Advisory
New Jersey
$1.41M -$29.2M -556,156 -95%
1
2
3 4 5

PDP Hedge Fund Activity: Q4 2018 in Review

155 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Momentum ETF (PDP) for Q4 2018, worth a combined $699M — down 32% from $1.03B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new PDP positions and 24 closed out — a net gain of 7 holders — while 38 added to existing stakes and 56 trimmed.

The largest buyer was Barber Financial Group, opening a new position worth an estimated $14M. The largest seller was Citigroup, cutting an estimated $123M.

  • 155 institutional investors held Invesco Dorsey Wright Momentum ETF (PDP) as of Q4 2018, up from 149 in Q3 2018.
  • Funds reported $699M of Invesco Dorsey Wright Momentum ETF stock for Q4 2018, down 32% quarter-over-quarter.
  • 31 funds opened new Invesco Dorsey Wright Momentum ETF positions in Q4 2018 and 24 closed out, a net change of +7 holders.
  • The largest Invesco Dorsey Wright Momentum ETF buyer in Q4 2018 was Barber Financial Group, an estimated $14M added.
  • The largest Invesco Dorsey Wright Momentum ETF seller in Q4 2018 was Citigroup, an estimated $123M sold.

Based on aggregated 13F filings for Q4 2018.