PDP icon

Invesco Dorsey Wright Momentum ETF
PDP

Overview Fund Activity

69 hedge funds and large institutions have $728M invested in Invesco Dorsey Wright Momentum ETF in 2013 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 37 increasing their positions, 14 reducing their positions, and 8 closing their positions.

Holders
69
Holders Change
+4
Holders Change %
+6.15%
% of All Funds
2%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
13
Increased
37
Reduced
14
Closed
8
Calls
$462K
Puts
–
Net Calls
+$462K
Net Calls Change
+$110K

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$175M
2
Morgan Stanley
2
Morgan Stanley
New York
$162M
3
U
3
UBS
Switzerland
$52.9M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$17.8M
5
Ameriprise
5
Ameriprise
Minnesota
$10.1M

Top Sellers

1
RIG
1
RiverFront Investment Group
Virginia
$0
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$9.2M
3
Deutsche Bank
3
Deutsche Bank
Germany
$4.21M
4
KFS
4
KMS Financial Services
Washington
$0
5
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$2.74M
Name Market Value Shares Shares
Change 		Shares
Change %
TH
51
Timber Hill
Connecticut
$307K 8,376 -1,200 -13%
RJT
52
Raymond James Trust
Florida
$277K 7,565 -1,232 -14%
CAN
53
Cetera Advisor Networks
California
$257K 7,016 +7,016 New
V
54
Veritable
Delaware
$246K 6,714 – –
PCM
55
Princeton Capital Management
New Jersey
$242K 6,600 – –
NES
56
New England Securities
New York
$211K 5,764 +498 +9%
CA
57
Cetera Advisors
Colorado
$204K 5,553 +5,553 New
PAS
58
Partnervest Advisory Services
California
$170K 4,633 +1,655 +56%
CCS
59
Crosspoint Capital Strategies
California
$158K 4,098 +4,098 New
BFEC
60
Benjamin F. Edwards & Company
Missouri
$135K 3,686 +3,006 +442%
NC
61
NewSquare Capital
Pennsylvania
$122K 3,320 +3,320 New
ASN
62
Advisory Services Network
Georgia
$113K 3,086 +3,086 New
DWA
63
Dorsey Wright & Associates
California
$111K 3,154 +3,154 New
SFSIG
64
San Francisco Sentry Investment Group
California
$106K 2,888 +570 +25%
Creative Planning
65
Creative Planning
Kansas
$71K 1,947 +947 +95%
FNBT
66
FineMark National Bank & Trust
Florida
$27K 750 – –
LFG
67
LifePlan Financial Group
Ohio
$11K 302 – –
Brown Advisory
68
Brown Advisory
Maryland
$9K 245 – –
DSC
69
Duncker Streett & Co
Missouri
$7K 200 +200 New
RIG
70
RiverFront Investment Group
Virginia
– – -269,608 Closed
KFS
71
KMS Financial Services
Washington
– – -82,548 Closed
CFB
72
Cullen/Frost Bankers
Texas
– – -17,725 Closed
PI
73
Placemark Investments
Illinois
– – -17,631 Closed
TU
74
TDAM USA
Ontario, Canada
– – -13,545 Closed
Bank of New York Mellon
75
Bank of New York Mellon
New York
– – -7,755 Closed
1 2
3
4