PDP icon

Invesco Dorsey Wright Momentum ETF
PDP

Overview Fund Activity

86 hedge funds and large institutions have $774M invested in Invesco Dorsey Wright Momentum ETF in 2014 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 39 increasing their positions, 18 reducing their positions, and 3 closing their positions.

Holders
86
Holders Change
+17
Holders Change %
+24.64%
% of All Funds
2.49%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.09%
New
20
Increased
39
Reduced
18
Closed
3
Calls
$313K
Puts
–
Net Calls
+$313K
Net Calls Change
-$149K

Top Buyers

1
AGA
1
Accuvest Global Advisors
Utah
$12.5M
2
U
2
UBS
Switzerland
$61.3M
3
FAAS
3
First Allied Advisory Services
California
$7.2M
4
NC
4
NewSquare Capital
Pennsylvania
$3.36M
5
BAAM
5
Baker Avenue Asset Management
California
$7.44M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$156M
2
BTS
2
BB&T Securities
Virginia
$80.7M
3
PAG
3
Private Advisor Group
New Jersey
$4.99M
4
WA
4
WESPAC Advisors
California
$0
5
LTFS
5
Ladenburg Thalmann Financial Services
Florida
$1.82M
Name Holding Trade Value Shares
Change 		Shares
Change %
BAS
51
Brown Advisory Securities
Maryland
$755K -$18.6K -500 -2%
SHA
52
Smith Hayes Advisers
Nebraska
$713K +$96.3K +2,585 +16%
Jane Street
53
Jane Street
New York
$688K +$688K +18,476 New
OC
54
Oppenheimer & Co
New York
$672K +$672K +18,034 New
HighTower Advisors
55
HighTower Advisors
Illinois
$661K +$290K +7,785 +78%
GLA
56
Great Lakes Advisors
Illinois
$526K +$212K +5,695 +68%
Bank of Montreal
57
Bank of Montreal
Ontario, Canada
$476K -$172K -4,625 -27%
SC
58
Scotia Capital
Ontario, Canada
$473K +$31.6K +850 +7%
ICAS
59
Investors Capital Advisory Services
Massachusetts
$450K – – –
CS
60
Credit Suisse
Switzerland
$402K +$402K +10,790 New
WA
61
WFG Advisors
Texas
$344K -$207K -5,555 -38%
DAS
62
Dynamic Advisor Solutions
Arizona
$342K +$342K +9,182 New
CAN
63
Cetera Advisor Networks
California
$308K +$45.7K +1,223 +17%
TH
64
Timber Hill
Connecticut
$284K -$27.6K -741 -9%
RJT
65
Raymond James Trust
Florida
$281K – – –
TCM
66
Tuttle Capital Management
Connecticut
$278K +$278K +7,489 New
PCM
67
Princeton Capital Management
New Jersey
$268K +$22K +590 +9%
CA
68
Cetera Advisors
Colorado
$268K +$61K +1,635 +29%
V
69
Veritable
Delaware
$250K – – –
BFEC
70
Benjamin F. Edwards & Company
Missouri
$238K +$101K +2,701 +73%
KFS
71
KMS Financial Services
Washington
$227K +$227K +6,086 New
NL
72
NWAM LLC
Washington
$217K +$217K +5,820 New
NES
73
New England Securities
New York
$206K -$8.91K -239 -4%
PAS
74
Partnervest Advisory Services
California
$177K +$4.65K +125 +3%
CCS
75
Crosspoint Capital Strategies
California
$153K – – –
1 2
3
4