Invesco Dorsey Wright Momentum ETF
153 hedge funds and large institutions have $901M invested in Invesco Dorsey Wright Momentum ETF in 2018 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 43 increasing their positions, 62 reducing their positions, and 12 closing their positions.
17% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 12
0% more capital invested
Capital invested by funds: $897M → $901M (+$3.8M)
0.05% more ownership
Funds ownership: 58.53% → 58.57% (+0.05%)
0% more funds holding
Funds holding: 153 → 153 (0)
11% less funds holding in top 10
Funds holding in top 10: 9 → 8 (-1)
31% less repeat investments, than reductions
Existing positions increased: 43 | Existing positions reduced: 62
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EC
Estate Counselors
Thiensville,
Wisconsin
|
+$9.7M |
| 2 |
BTS
BB&T Securities
Richmond,
Virginia
|
+$7.34M |
| 3 |
BCM
Barometer Capital Management
Toronto,
Ontario, Canada
|
+$6.92M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$3.56M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCS
Crosspoint Capital Strategies
Orinda,
California
|
-$18.3M |
| 2 |
Morgan Stanley
New York
|
-$9.64M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$6.52M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$5.96M |
| 5 |
MML Investors Services
Springfield,
Massachusetts
|
-$4.91M |
PDP Hedge Fund Activity: Q1 2018 in Review
153 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Momentum ETF (PDP) for Q1 2018, worth a combined $901M — up 0.42% from $897M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new PDP positions and 12 closed out — a net gain of 2 holders — while 43 added to existing stakes and 62 trimmed.
The largest buyer was Estate Counselors, adding an estimated $9.7M. The largest seller was Crosspoint Capital Strategies, exiting entirely with an estimated $18.3M sold.
- 153 institutional investors held Invesco Dorsey Wright Momentum ETF (PDP) as of Q1 2018, unchanged from Q4 2017.
- Funds reported $901M of Invesco Dorsey Wright Momentum ETF stock for Q1 2018, up 0.42% quarter-over-quarter.
- 14 funds opened new Invesco Dorsey Wright Momentum ETF positions in Q1 2018 and 12 closed out, a net change of +2 holders.
- The largest Invesco Dorsey Wright Momentum ETF buyer in Q1 2018 was Estate Counselors, an estimated $9.7M added.
- The largest Invesco Dorsey Wright Momentum ETF seller in Q1 2018 was Crosspoint Capital Strategies, an estimated $18.3M sold.
Based on aggregated 13F filings for Q1 2018.