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Invesco Dorsey Wright Momentum ETF
PDP

153 hedge funds and large institutions have $897M invested in Invesco Dorsey Wright Momentum ETF in 2017 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 35 increasing their positions, 53 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 8

50% more funds holding in top 10

Funds holding in top 10: 6 → 9 (+3)

21% more funds holding

Funds holding: 126 → 153 (+27)

17% more capital invested

Capital invested by funds: $768M → $897M (+$130M)

3.78% more ownership

Funds ownership: 54.75% → 58.53% (+3.8%)

34% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 53

Holders
153
Holders Change
+27
Holders Change %
+21.43%
% of All Funds
3.47%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.2%
New
36
Increased
35
Reduced
53
Closed
8
Calls
$537K
Puts
–
Net Calls
+$537K
Net Calls Change
-$110K

Top Buyers

1
GA
Gateway Advisory
New Jersey
+$45M
2
QA
Quantitative Advantage
Minnesota
+$14.9M
3
UBS Group
UBS Group
Switzerland
+$3.86M
4
LPL Financial
LPL Financial
California
+$3.28M
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$3.08M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$10.4M
2
CFA
Carroll Financial Associates
North Carolina
-$4.21M
3
TSS
Two Sigma Securities
New York
-$3.49M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$3.49M
5
NPC
National Planning Corporation
California
-$2.71M
Name Holding Trade Value Shares
Change 		Change in
Stake
US Bancorp
51
US Bancorp
Minnesota
$975K +$160K +3,147 +20%
ACI
52
Alpha Cubed Investments
California
$952K – – –
SPC
53
Sigma Planning Corp
Michigan
$892K +$55.6K +1,094 +7%
TWA
54
Tillar-Wenstrup Advisors
Ohio
$875K +$62.9K +1,239 +8%
EWA
55
EP Wealth Advisors
California
$856K -$694K -13,658 -45%
CAN
56
Claraphi Advisory Network
United States
$811K +$798K +15,709 New
IP
57
Investment Partners
Ohio
$802K -$151K -2,966 -16%
UFF
58
USA Financial Formulas
Michigan
$789K +$776K +15,274 New
LYV
59
Live Your Vision
Pennsylvania
$785K +$115K +2,265 +19%
SCA
60
Snowden Capital Advisors
New York
$715K -$9.75K -192 -1%
RWM
61
RKL Wealth Management
Pennsylvania
$693K – – –
CFA
62
Carroll Financial Associates
North Carolina
$686K -$4.21M -82,877 -86%
WDL
63
Well Done LLC
Michigan
$638K -$15K -295 -2%
W
64
WealthShield
North Carolina
$622K +$612K +12,046 New
WP
65
WealthShield Partners
North Carolina
$622K +$612K +12,046 New
BF
66
BOK Financial
Oklahoma
$604K – – –
FA
67
Fortis Advisors
Pennsylvania
$599K +$17.9K +352 +3%
UCFA
68
United Capital Financial Advisors
Texas
$586K -$13.6K -267 -2%
SC
69
Scotia Capital
Ontario, Canada
$563K +$76.2K +1,500 +16%
LNC
70
Lincoln National Corp
Pennsylvania
$560K +$338K +6,665 +160%
SFSIG
71
San Francisco Sentry Investment Group
California
$557K +$25.7K +506 +5%
MIAN
72
Mariner Independent Advisor Network
Kansas
$530K -$7.11K -140 -1%
Citigroup
73
Citigroup
New York
$519K -$9.65K -190 -2%
SPIA
74
Steward Partners Investment Advisory
New York
$456K +$449K +8,850 New
RJT
75
Raymond James Trust
Florida
$446K +$55.2K +1,088 +14%
1 2
3
4 5

PDP Hedge Fund Activity: Q4 2017 in Review

153 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Momentum ETF (PDP) for Q4 2017, worth a combined $897M — up 17% from $768M a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new PDP positions and 8 closed out — a net gain of 28 holders — while 35 added to existing stakes and 53 trimmed.

The largest buyer was Gateway Advisory, adding an estimated $45M. The largest seller was Morgan Stanley, cutting an estimated $10.4M.

  • 153 institutional investors held Invesco Dorsey Wright Momentum ETF (PDP) as of Q4 2017, up from 126 in Q3 2017.
  • Funds reported $897M of Invesco Dorsey Wright Momentum ETF stock for Q4 2017, up 17% quarter-over-quarter.
  • 36 funds opened new Invesco Dorsey Wright Momentum ETF positions in Q4 2017 and 8 closed out, a net change of +28 holders.
  • The largest Invesco Dorsey Wright Momentum ETF buyer in Q4 2017 was Gateway Advisory, an estimated $45M added.
  • The largest Invesco Dorsey Wright Momentum ETF seller in Q4 2017 was Morgan Stanley, an estimated $10.4M sold.

Based on aggregated 13F filings for Q4 2017.