Invesco Dorsey Wright Momentum ETF
90 hedge funds and large institutions have $735M invested in Invesco Dorsey Wright Momentum ETF in 2014 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 39 increasing their positions, 31 reducing their positions, and 7 closing their positions.
57% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 7
26% more repeat investments, than reductions
Existing positions increased: 39 | Existing positions reduced: 31
5% more funds holding
Funds holding: 86 → 90 (+4)
5% less capital invested
Capital invested by funds: $774M → $735M (-$38.2M)
1.32% less ownership
Funds ownership: 53.11% → 51.8% (-1.3%)
100% less funds holding in top 10
Funds holding in top 10: 3 → 0 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NC
NewSquare Capital
Newtown Square,
Pennsylvania
|
+$2.4M |
| 2 |
OC
Oppenheimer & Co
New York
|
+$1.68M |
| 3 |
William Blair & Company
Chicago,
Illinois
|
+$1.2M |
| 4 |
AIG
American International Group
New York
|
+$1.17M |
| 5 |
WA
WESPAC Advisors
Orinda,
California
|
+$1.14M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$20.2M |
| 2 |
Morgan Stanley
New York
|
-$14M |
| 3 |
AGA
Accuvest Global Advisors
Provo,
Utah
|
-$12.5M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$8.18M |
| 5 |
U
UBS
Zurich,
Switzerland
|
-$6.66M |
PDP Hedge Fund Activity: Q2 2014 in Review
90 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Momentum ETF (PDP) for Q2 2014, worth a combined $735M — down 4.9% from $774M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new PDP positions and 7 closed out — a net gain of 4 holders — while 39 added to existing stakes and 31 trimmed.
The largest buyer was NewSquare Capital, adding an estimated $2.4M. The largest seller was Wells Fargo, cutting an estimated $20.2M.
- 90 institutional investors held Invesco Dorsey Wright Momentum ETF (PDP) as of Q2 2014, up from 86 in Q1 2014.
- Funds reported $735M of Invesco Dorsey Wright Momentum ETF stock for Q2 2014, down 4.9% quarter-over-quarter.
- 11 funds opened new Invesco Dorsey Wright Momentum ETF positions in Q2 2014 and 7 closed out, a net change of +4 holders.
- The largest Invesco Dorsey Wright Momentum ETF buyer in Q2 2014 was NewSquare Capital, an estimated $2.4M added.
- The largest Invesco Dorsey Wright Momentum ETF seller in Q2 2014 was Wells Fargo, an estimated $20.2M sold.
Based on aggregated 13F filings for Q2 2014.