We are live on ! Find out more
PDP icon

Invesco Dorsey Wright Momentum ETF

153 hedge funds and large institutions have $870M invested in Invesco Dorsey Wright Momentum ETF in 2019 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 47 increasing their positions, 57 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

226% more call options, than puts

Call options by funds: $1.12M | Put options by funds: $344K

60% more funds holding in top 10

Funds holding in top 10: 58 (+3)

23% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 13

11% more capital invested

Capital invested by funds: $784M → $870M (+$85.5M)

2.55% more ownership

Funds ownership: 53.83%56.38% (+2.5%)

3% less funds holding

Funds holding: 157153 (-4)

18% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 57

Holders
153
Holders Change
-4
Holders Change %
-2.55%
% of All Funds
3.32%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.17%
New
16
Increased
47
Reduced
57
Closed
13
Calls
$1.12M
Puts
$344K
Net Calls
+$778K
Net Calls Change
+$432K
Name Holding Trade Value Shares
Change
Change in
Stake
SI
51
Stephens Inc
Arkansas
$1.45M -$142K -2,426 -9%
CAN
52
Cetera Advisor Networks
California
$1.41M +$87.3K +1,495 +7%
CIBC World Market
53
CIBC World Market
Ontario, Canada
$1.27M +$1M +17,180 +449%
FAAS
54
First Allied Advisory Services
California
$1.2M +$43.5K +746 +4%
SCA
55
Snowden Capital Advisors
New York
$1.2M +$120K +2,057 +12%
AWM
56
Affinity Wealth Management
Delaware
$1.09M +$230K +3,938 +28%
SC
57
Scotia Capital
Ontario, Canada
$1.07M +$295K +5,056 +40%
RJT
58
Raymond James Trust
Florida
$975K -$22.4K -384 -2%
CFA
59
Carroll Financial Associates
North Carolina
$973K +$29.4K +503 +3%
Jane Street
60
Jane Street
New York
$895K -$374K -6,416 -30%
S
61
Surevest
California
$849K -$40.3K -691 -5%
SFSIG
62
San Francisco Sentry Investment Group
California
$815K +$21.1K +362 +3%
RIA
63
Realta Investment Advisors
Delaware
$813K +$788K +13,497 New
SPC
64
Sigma Planning Corp
Michigan
$787K -$34.5K -591 -4%
AF
65
Advisornet Financial
Minnesota
$782K -$374K -6,400 -33%
Bank of Montreal
66
Bank of Montreal
Ontario, Canada
$777K +$82.6K +1,416 +12%
FA
67
Fortis Advisors
Pennsylvania
$732K +$156K +2,667 +28%
PAG
68
Private Advisor Group
New Jersey
$726K -$50.7K -868 -7%
OIA
69
OneDigital Investment Advisors
Kansas
$696K -$28.4K -486 -4%
Citigroup
70
Citigroup
New York
$684K +$40.8K +699 +7%
GCA
71
Genesee Capital Advisors
New York
$676K +$642K +11,001 +5,239%
AWA
72
Arete Wealth Advisors
Illinois
$673K +$651K +11,152 New
AW
73
ACG Wealth
Georgia
$660K +$467 +8 +0.1%
IP
74
Investment Partners
Ohio
$653K -$105K -1,800 -14%
BF
75
BOK Financial
Oklahoma
$622K -$4.09K -70 -0.7%

PDP Hedge Fund Activity: Q2 2019 in Review

153 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Momentum ETF (PDP) for Q2 2019, worth a combined $870M — up 11% from $784M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new PDP positions and 13 closed out — a net gain of 3 holders — while 47 added to existing stakes and 57 trimmed.

The largest buyer was Prospera Financial Services, opening a new position worth an estimated $42.5M. The largest seller was Gateway Advisory, cutting an estimated $44.5M.

  • 153 institutional investors held Invesco Dorsey Wright Momentum ETF (PDP) as of Q2 2019, down from 157 in Q1 2019.
  • Funds reported $870M of Invesco Dorsey Wright Momentum ETF stock for Q2 2019, up 11% quarter-over-quarter.
  • 16 funds opened new Invesco Dorsey Wright Momentum ETF positions in Q2 2019 and 13 closed out, a net change of +3 holders.
  • The largest Invesco Dorsey Wright Momentum ETF buyer in Q2 2019 was Prospera Financial Services, an estimated $42.5M added.
  • The largest Invesco Dorsey Wright Momentum ETF seller in Q2 2019 was Gateway Advisory, an estimated $44.5M sold.

Based on aggregated 13F filings for Q2 2019.