PDP icon

Invesco Dorsey Wright Momentum ETF
PDP

Overview Fund Activity

157 hedge funds and large institutions have $784M invested in Invesco Dorsey Wright Momentum ETF in 2019 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 36 increasing their positions, 63 reducing their positions, and 18 closing their positions.

Holders
157
Holders Change
+2
Holders Change %
+1.29%
% of All Funds
3.4%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.11%
New
21
Increased
36
Reduced
63
Closed
18
Calls
$346K
Puts
–
Net Calls
+$346K
Net Calls Change
+$346K

Top Buyers

1
GA
1
Gateway Advisory
New Jersey
$82.3M
2
TC
2
Trilogy Capital
California
$6.07M
3
Bank of America
3
Bank of America
North Carolina
$37.4M
4
EWA
4
EP Wealth Advisors
California
$4.02M
5
OC
5
Oppenheimer & Co
New York
$3.31M

Top Sellers

1
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$373K
2
PFS
2
Prospera Financial Services
Texas
$0
3
BFG
3
Barber Financial Group
Kansas
$1.54M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$26.2M
5
RJA
5
Raymond James & Associates
Florida
$50.6M
Name Market Value Shares Shares
Change 		Shares
Change %
JPMorgan Chase & Co
26
JPMorgan Chase & Co
New York
$4.92M 86,782 -13,642 -14%
EWA
27
EP Wealth Advisors
California
$4.02M 70,849 +70,849 New
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$3.67M 64,696 +29,501 +84%
IFWM
29
Institute for Wealth Management
Colorado
$3.65M 64,445 -1,353 -2%
OC
30
Oppenheimer & Co
New York
$3.31M 58,435 +51,676 +765%
KFGK
31
Keystone Financial Group (Kentucky)
Kentucky
$3.22M 56,787 -4,482 -7%
Invesco
32
Invesco
Georgia
$2.7M 47,588 -113,309 -70%
LTFS
33
Ladenburg Thalmann Financial Services
Florida
$2.66M 46,933 -201 -0.4%
BRWA
34
B. Riley Wealth Advisors
Florida
$2.57M 45,310 -3,052 -6%
MAP
35
Milestone Advisory Partners
North Carolina
$2.56M 45,244 +1,982 +5%
GSC
36
G&S Capital
Colorado
$2.38M 41,992 -18 -0%
William Blair & Company
37
William Blair & Company
Illinois
$2.05M 35,960 +2,610 +8%
Envestnet Asset Management
38
Envestnet Asset Management
Illinois
$2.01M 35,535 -72,400 -67%
Mercer Global Advisors
39
Mercer Global Advisors
Colorado
$1.9M 33,529 +33,529 New
PAG
40
Private Advisory Group
Washington
$1.83M 37,751 – –
Citadel Advisors
41
Citadel Advisors
Florida
$1.77M 31,232 -35,987 -54%
CS
42
Credit Suisse
Switzerland
$1.63M 28,731 -26,490 -48%
BFG
43
Barber Financial Group
Kansas
$1.54M 27,154 -239,789 -90%
SI
44
Stephens Inc
Arkansas
$1.5M 26,428 +1,315 +5%
DADC
45
D.A. Davidson & Co
Montana
$1.49M 26,533 -62,506 -70%
Susquehanna International Group
46
Susquehanna International Group
Pennsylvania
$1.26M 22,251 -36,822 -62%
CAN
47
Cetera Advisor Networks
California
$1.25M 21,884 +2,899 +15%
Jane Street
48
Jane Street
New York
$1.21M 21,259 +3,070 +17%
LYV
49
Live Your Vision
Pennsylvania
$1.17M 20,013 -104 -0.5%
AF
50
Advisornet Financial
Minnesota
$1.1M 19,364 -3,760 -16%
1
2
3 4 5