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Invesco Dorsey Wright Momentum ETF
PDP

155 hedge funds and large institutions have $699M invested in Invesco Dorsey Wright Momentum ETF in 2018 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 38 increasing their positions, 56 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 24

4% more funds holding

Funds holding: 149 → 155 (+6)

0% more funds holding in top 10

Funds holding in top 10: 6 → 6 (0)

6.72% less ownership

Funds ownership: 62.95% → 56.23% (-6.7%)

32% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 56

32% less capital invested

Capital invested by funds: $1.03B → $699M (-$332M)

Holders
155
Holders Change
+6
Holders Change %
+4.03%
% of All Funds
3.45%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
31
Increased
38
Reduced
56
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BFG
Barber Financial Group
Kansas
+$14M
2
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$11.4M
3
RJA
Raymond James & Associates
Florida
+$9.73M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$4.13M
5
RCG
Ruggie Capital Group
Florida
+$3.52M

Top Sellers

1
Citigroup
Citigroup
New York
-$123M
2
GA
Gateway Advisory
New Jersey
-$29.2M
3
BTS
BB&T Securities
Virginia
-$13.1M
4
EC
Estate Counselors
Wisconsin
-$9.21M
5
UBS Group
UBS Group
Switzerland
-$8.87M
Name Holding Trade Value Shares
Change 		Change in
Stake
SI
51
Stephens Inc
Arkansas
$1.22M +$10.3K +196 +0.8%
AF
52
Advisornet Financial
Minnesota
$1.12M -$147K -2,800 -11%
LYV
53
Live Your Vision
Pennsylvania
$1.01M +$165K +3,150 +19%
CAN
54
Cetera Advisor Networks
California
$924K -$263K -5,003 -21%
Jane Street
55
Jane Street
New York
$882K -$94K -1,791 -9%
BAAM
56
Baker Avenue Asset Management
California
$827K -$60.4K -1,150 -6%
HighTower Advisors
57
HighTower Advisors
Illinois
$792K -$29.8K -567 -3%
SCA
58
Snowden Capital Advisors
New York
$767K -$62.3K -1,186 -7%
S
59
Surevest
California
$752K +$814K +15,514 New
SFS
60
Sowell Financial Services
Arkansas
$745K +$807K +15,366 New
AWM
61
Affinity Wealth Management
Delaware
$719K +$779K +14,840 New
RJT
62
Raymond James Trust
Florida
$689K +$145K +2,755 +24%
SFSIG
63
San Francisco Sentry Investment Group
California
$661K -$26.9K -512 -4%
VC
64
Vicus Capital
Pennsylvania
$659K +$714K +13,602 New
SWP
65
Stratos Wealth Partners
Ohio
$637K +$3.57K +68 +0.5%
SPC
66
Sigma Planning Corp
Michigan
$618K -$343K -6,525 -34%
SC
67
Scotia Capital
Ontario, Canada
$614K +$21.8K +415 +3%
WCM
68
WealthBridge Capital Management
Ohio
$599K +$649K +12,365 New
CFA
69
Carroll Financial Associates
North Carolina
$597K -$10.8K -206 -2%
BRWM
70
B. Riley Wealth Management
Tennessee
$593K +$129K +2,466 +25%
IP
71
Investment Partners
Ohio
$586K +$52 +1 +0%
HFS
72
HL Financial Services
Kentucky
$567K +$614K +11,694 New
FA
73
Fortis Advisors
Pennsylvania
$522K -$106K -2,016 -16%
Citigroup
74
Citigroup
New York
$516K -$123M -2,350,295 -100%
UCFA
75
United Capital Financial Advisors
Texas
$516K – – –
1 2
3
4 5

PDP Hedge Fund Activity: Q4 2018 in Review

155 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Momentum ETF (PDP) for Q4 2018, worth a combined $699M — down 32% from $1.03B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new PDP positions and 24 closed out — a net gain of 7 holders — while 38 added to existing stakes and 56 trimmed.

The largest buyer was Barber Financial Group, opening a new position worth an estimated $14M. The largest seller was Citigroup, cutting an estimated $123M.

  • 155 institutional investors held Invesco Dorsey Wright Momentum ETF (PDP) as of Q4 2018, up from 149 in Q3 2018.
  • Funds reported $699M of Invesco Dorsey Wright Momentum ETF stock for Q4 2018, down 32% quarter-over-quarter.
  • 31 funds opened new Invesco Dorsey Wright Momentum ETF positions in Q4 2018 and 24 closed out, a net change of +7 holders.
  • The largest Invesco Dorsey Wright Momentum ETF buyer in Q4 2018 was Barber Financial Group, an estimated $14M added.
  • The largest Invesco Dorsey Wright Momentum ETF seller in Q4 2018 was Citigroup, an estimated $123M sold.

Based on aggregated 13F filings for Q4 2018.