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Invesco Dorsey Wright Momentum ETF

126 hedge funds and large institutions have $768M invested in Invesco Dorsey Wright Momentum ETF in 2017 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 39 increasing their positions, 49 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 4

5% more funds holding

Funds holding: 120126 (+6)

0% more capital invested

Capital invested by funds: $765M → $768M (+$2.55M)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

1.04% less ownership

Funds ownership: 55.79%54.75% (-1%)

20% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 49

Holders
126
Holders Change
+6
Holders Change %
+5%
% of All Funds
3.14%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.15%
New
12
Increased
39
Reduced
49
Closed
4
Calls
$647K
Puts
Net Calls
+$647K
Net Calls Change
+$13K
Name Holding Trade Value Shares
Change
Change in
Stake
CAN
51
Cetera Advisor Networks
California
$862K +$8.91K +186 +1%
Millennium Management
52
Millennium Management
New York
$817K +$257K +5,364 +47%
SPC
53
Sigma Planning Corp
Michigan
$787K -$230K -4,805 -23%
US Bancorp
54
US Bancorp
Minnesota
$765K +$255K +5,319 +51%
TWA
55
Tillar-Wenstrup Advisors
Ohio
$764K +$70.9K +1,480 +10%
FIM
56
Freedom Investment Management
Connecticut
$744K +$734K +15,312 New
PAG
57
Private Advisor Group
New Jersey
$735K +$15.5K +323 +2%
SCA
58
Snowden Capital Advisors
New York
$683K +$29.2K +610 +5%
SI
59
SII Investments
Wisconsin
$676K
RWM
60
RKL Wealth Management
Pennsylvania
$652K -$3.83K -80 -0.6%
DAS
61
Dynamic Advisor Solutions
Arizona
$639K -$224K -4,672 -26%
WDL
62
Well Done LLC
Michigan
$615K
MWP
63
MYCIO Wealth Partners
Pennsylvania
$611K
LYV
64
Live Your Vision
Pennsylvania
$590K +$55.1K +1,149 +10%
VFA
65
Voya Financial Advisors
Connecticut
$585K -$15.3K -320 -3%
BF
66
BOK Financial
Oklahoma
$568K
UCFA
67
United Capital Financial Advisors
Texas
$565K -$166K -3,454 -23%
FA
68
Fortis Advisors
Pennsylvania
$547K +$26.1K +544 +5%
MIAN
69
Mariner Independent Advisor Network
Kansas
$506K
SFSIG
70
San Francisco Sentry Investment Group
California
$500K +$5.27K +110 +1%
Citigroup
71
Citigroup
New York
$498K -$309K -6,447 -39%
SC
72
Scotia Capital
Ontario, Canada
$457K
IA
73
IFP Advisors
Florida
$440K -$13K -271 -3%
GLA
74
Great Lakes Advisors
Illinois
$417K -$9.49K -198 -2%
TRCT
75
Tower Research Capital (TRC)
New York
$405K -$1.83M -38,232 -82%

PDP Hedge Fund Activity: Q3 2017 in Review

126 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Momentum ETF (PDP) for Q3 2017, worth a combined $768M — up 0.33% from $765M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new PDP positions and 4 closed out — a net gain of 8 holders — while 39 added to existing stakes and 49 trimmed.

The largest buyer was Raymond James & Associates, adding an estimated $4.58M. The largest seller was MML Investors Services, cutting an estimated $21M.

  • 126 institutional investors held Invesco Dorsey Wright Momentum ETF (PDP) as of Q3 2017, up from 120 in Q2 2017.
  • Funds reported $768M of Invesco Dorsey Wright Momentum ETF stock for Q3 2017, up 0.33% quarter-over-quarter.
  • 12 funds opened new Invesco Dorsey Wright Momentum ETF positions in Q3 2017 and 4 closed out, a net change of +8 holders.
  • The largest Invesco Dorsey Wright Momentum ETF buyer in Q3 2017 was Raymond James & Associates, an estimated $4.58M added.
  • The largest Invesco Dorsey Wright Momentum ETF seller in Q3 2017 was MML Investors Services, an estimated $21M sold.

Based on aggregated 13F filings for Q3 2017.