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Invesco Dorsey Wright Momentum ETF

157 hedge funds and large institutions have $1.13B invested in Invesco Dorsey Wright Momentum ETF in 2019 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 57 increasing their positions, 54 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more call options, than puts

Call options by funds: $1.05M | Put options by funds: $591K

30% more capital invested

Capital invested by funds: $870M → $1.13B (+$258M)

25% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 16

15.41% more ownership

Funds ownership: 56.38%71.79% (+15%)

3% more funds holding

Funds holding: 153157 (+4)

6% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 54

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

Holders
157
Holders Change
+4
Holders Change %
+2.61%
% of All Funds
3.44%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.13%
New
20
Increased
57
Reduced
54
Closed
16
Calls
$1.05M
Puts
$591K
Net Calls
+$463K
Net Calls Change
-$315K
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
51
Envestnet Asset Management
Illinois
$1.66M -$140K -2,273 -8%
Susquehanna International Group
52
Susquehanna International Group
Pennsylvania
$1.65M -$1.31M -21,252 -44%
DADC
53
D.A. Davidson & Co
Montana
$1.54M -$23.7K -384 -1%
CAN
54
Cetera Advisor Networks
California
$1.43M +$9.93K +161 +0.7%
SI
55
Stephens Inc
Arkansas
$1.39M -$69.8K -1,133 -5%
TRCT
56
Tower Research Capital (TRC)
New York
$1.24M +$668K +10,839 +115%
SCA
57
Snowden Capital Advisors
New York
$1.22M +$16.2K +263 +1%
CS
58
Credit Suisse
Switzerland
$1.2M +$1.22M +19,774 New
FAAS
59
First Allied Advisory Services
California
$1.18M -$32.6K -529 -3%
PCM
60
Penserra Capital Management
California
$1.08M +$1.09M +17,732 New
CFA
61
Carroll Financial Associates
North Carolina
$1.03M +$45.9K +745 +5%
SFSIG
62
San Francisco Sentry Investment Group
California
$830K +$7.28K +118 +0.9%
RJT
63
Raymond James Trust
Florida
$803K -$184K -2,984 -18%
S
64
Surevest
California
$791K -$67.3K -1,092 -8%
SPC
65
Sigma Planning Corp
Michigan
$769K -$26K -421 -3%
PAG
66
Private Advisor Group
New Jersey
$769K +$35.9K +583 +5%
AW
67
ACG Wealth
Georgia
$759K +$93.2K +1,511 +14%
SC
68
Scotia Capital
Ontario, Canada
$757K -$326K -5,291 -30%
AF
69
Advisornet Financial
Minnesota
$747K -$43.2K -701 -5%
FA
70
Fortis Advisors
Pennsylvania
$747K +$7.71K +125 +1%
OIA
71
OneDigital Investment Advisors
Kansas
$734K +$31.9K +518 +4%
WCM
72
WealthBridge Capital Management
Ohio
$722K -$31K -503 -4%
Bank of Montreal
73
Bank of Montreal
Ontario, Canada
$708K -$77.6K -1,259 -10%
GCA
74
Genesee Capital Advisors
New York
$699K +$16.8K +272 +2%
SFS
75
Sowell Financial Services
Arkansas
$696K +$705K +11,432 New

PDP Hedge Fund Activity: Q3 2019 in Review

157 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Momentum ETF (PDP) for Q3 2019, worth a combined $1.13B — up 30% from $870M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new PDP positions and 16 closed out — a net gain of 4 holders — while 57 added to existing stakes and 54 trimmed.

The largest buyer was Citigroup, adding an estimated $271M. The largest seller was Gateway Advisory, cutting an estimated $21.3M.

  • 157 institutional investors held Invesco Dorsey Wright Momentum ETF (PDP) as of Q3 2019, up from 153 in Q2 2019.
  • Funds reported $1.13B of Invesco Dorsey Wright Momentum ETF stock for Q3 2019, up 30% quarter-over-quarter.
  • 20 funds opened new Invesco Dorsey Wright Momentum ETF positions in Q3 2019 and 16 closed out, a net change of +4 holders.
  • The largest Invesco Dorsey Wright Momentum ETF buyer in Q3 2019 was Citigroup, an estimated $271M added.
  • The largest Invesco Dorsey Wright Momentum ETF seller in Q3 2019 was Gateway Advisory, an estimated $21.3M sold.

Based on aggregated 13F filings for Q3 2019.