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Invesco Dorsey Wright Momentum ETF

157 hedge funds and large institutions have $1.13B invested in Invesco Dorsey Wright Momentum ETF in 2019 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 57 increasing their positions, 54 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more call options, than puts

Call options by funds: $1.05M | Put options by funds: $591K

30% more capital invested

Capital invested by funds: $870M → $1.13B (+$258M)

25% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 16

15.41% more ownership

Funds ownership: 56.38%71.79% (+15%)

3% more funds holding

Funds holding: 153157 (+4)

6% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 54

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

Holders
157
Holders Change
+4
Holders Change %
+2.61%
% of All Funds
3.44%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.13%
New
20
Increased
57
Reduced
54
Closed
16
Calls
$1.05M
Puts
$591K
Net Calls
+$463K
Net Calls Change
-$315K
Name Holding Trade Value Shares
Change
Change in
Stake
Baird Financial Group
26
Baird Financial Group
Wisconsin
$6.85M -$109K -1,761 -2%
OPCM
27
Osborne Partners Capital Management
California
$6.23M -$525K -8,514 -8%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$5.97M +$559K +9,075 +10%
BFG
29
Barber Financial Group
Kansas
$5.83M +$2.64M +42,742 +81%
Invesco
30
Invesco
Georgia
$5.74M +$3.41M +55,296 +142%
JP Morgan Chase
31
JP Morgan Chase
New York
$5.32M +$110K +1,777 +2%
LTFS
32
Ladenburg Thalmann Financial Services
Florida
$4.03M +$945K +15,335 +30%
GSC
33
G&S Capital
Colorado
$4.02M -$181K -2,938 -4%
OC
34
Oppenheimer & Co
New York
$3.9M +$72.9K +1,183 +2%
IFWM
35
Institute for Wealth Management
Colorado
$3.64M -$6.17K -100 -0.2%
KFGK
36
Keystone Financial Group (Kentucky)
Kentucky
$3.34M -$83K -1,347 -2%
Jane Street
37
Jane Street
New York
$3.28M +$2.4M +38,974 +263%
DIM
38
Delta Investment Management
California
$3.02M +$295K +4,780 +11%
CA
39
Cetera Advisors
Colorado
$2.98M +$2.42M +39,228 +403%
BRWA
40
B. Riley Wealth Advisors
Florida
$2.95M +$99.3K +1,610 +3%
EWA
41
EP Wealth Advisors
California
$2.94M +$15.2K +247 +0.5%
AWM
42
AE Wealth Management
Kansas
$2.72M +$2.76M +44,696 New
SS
43
Simplicity Solutions
Minnesota
$2.62M +$2.65M +43,042 New
BFA
44
Brendel Financial Advisors
New Hampshire
$2.36M +$74.7K +1,212 +3%
MAP
45
Milestone Advisory Partners
North Carolina
$2.35M +$202K +3,269 +9%
William Blair & Company
46
William Blair & Company
Illinois
$2.22M +$37K +600 +2%
Mercer Global Advisors
47
Mercer Global Advisors
Colorado
$2.17M +$195K +3,169 +10%
AWM
48
Affinity Wealth Management
Delaware
$2.01M +$918K +14,889 +82%
BCM
49
Barometer Capital Management
Ontario, Canada
$1.91M +$1.94M +31,400 New
Citadel Advisors
50
Citadel Advisors
Florida
$1.87M +$1.89M +30,690 New

PDP Hedge Fund Activity: Q3 2019 in Review

157 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Momentum ETF (PDP) for Q3 2019, worth a combined $1.13B — up 30% from $870M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new PDP positions and 16 closed out — a net gain of 4 holders — while 57 added to existing stakes and 54 trimmed.

The largest buyer was Citigroup, adding an estimated $271M. The largest seller was Gateway Advisory, cutting an estimated $21.3M.

  • 157 institutional investors held Invesco Dorsey Wright Momentum ETF (PDP) as of Q3 2019, up from 153 in Q2 2019.
  • Funds reported $1.13B of Invesco Dorsey Wright Momentum ETF stock for Q3 2019, up 30% quarter-over-quarter.
  • 20 funds opened new Invesco Dorsey Wright Momentum ETF positions in Q3 2019 and 16 closed out, a net change of +4 holders.
  • The largest Invesco Dorsey Wright Momentum ETF buyer in Q3 2019 was Citigroup, an estimated $271M added.
  • The largest Invesco Dorsey Wright Momentum ETF seller in Q3 2019 was Gateway Advisory, an estimated $21.3M sold.

Based on aggregated 13F filings for Q3 2019.