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Invesco Dorsey Wright Momentum ETF
PDP

100 hedge funds and large institutions have $959M invested in Invesco Dorsey Wright Momentum ETF in 2014 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 44 increasing their positions, 20 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

178% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 9

120% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 20

100% more funds holding in top 10

Funds holding in top 10: 3 → 6 (+3)

25% more capital invested

Capital invested by funds: $765M → $959M (+$195M)

16% more funds holding

Funds holding: 86 → 100 (+14)

0.65% more ownership

Funds ownership: 52.43% → 53.08% (+0.65%)

Holders
100
Holders Change
+14
Holders Change %
+16.28%
% of All Funds
2.67%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.16%
New
25
Increased
44
Reduced
20
Closed
9
Calls
$250K
Puts
–
Net Calls
+$250K
Net Calls Change
-$131K

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$29.4M
2
Wells Fargo
Wells Fargo
California
+$26.7M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$9.81M
4
Ameriprise
Ameriprise
Minnesota
+$5.14M
5
PFS
Prospera Financial Services
Texas
+$3.96M

Top Sellers

Rank Fund Capital Flow
1
SWP
Stratos Wealth Partners
Ohio
-$5.37M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$3.47M
3
FAAS
First Allied Advisory Services
California
-$2.28M
4
VF
Virtu Financial
New York
-$1.32M
5
Jane Street
Jane Street
New York
-$1.22M
Name Holding Trade Value Shares
Change 		Change in
Stake
KA
76
Kovack Advisors
Florida
$239K +$16K +400 +7%
RFC
77
Regions Financial Corp
Alabama
$221K +$215K +5,371 New
NL
78
NWAM LLC
Washington
$217K -$9.42K -235 -4%
M&T Bank
79
M&T Bank
New York
$217K – – –
WS
80
Wedbush Securities
California
$216K +$210K +5,250 New
SI
81
SII Investments
Wisconsin
$208K -$6.93K -173 -3%
Creative Planning
82
Creative Planning
Kansas
$206K – – –
MIAN
83
Mariner Independent Advisor Network
Kansas
$206K +$201K +5,011 New
DC
84
Davenport & Co
Virginia
$205K +$200K +4,995 New
JFA
85
JNBA Financial Advisors
Minnesota
$205K – – –
Northwestern Mutual Wealth Management
86
Northwestern Mutual Wealth Management
Wisconsin
$154K +$90.3K +2,253 +150%
FCCM
87
First City Capital Management
Georgia
$138K +$134K +3,350 New
ASN
88
Advisory Services Network
Georgia
$126K +$124K +3,086 New
NES
89
New England Securities
New York
$118K -$111K -2,766 -49%
FNBT
90
FineMark National Bank & Trust
Florida
$113K – – –
JFGIW
91
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$83K – – –
RC
92
RegentAtlantic Capital
New Jersey
$21.8K +$21.3K +532 New
MCM
93
MV Capital Management
Maryland
$20K +$19.2K +480 New
PMFA
94
Plante Moran Financial Advisors
Michigan
$13K +$13.1K +327 New
DSC
95
Duncker Streett & Co
Missouri
$8K – – –
RIA
96
Regal Investment Advisors
Michigan
$8K – – –
CFA
97
Carroll Financial Associates
North Carolina
$8K +$8.02K +200 New
BIM
98
BlackRock Investment Management
Delaware
$1K – – –
BRWA
99
B. Riley Wealth Advisors
Florida
$139 +$136K +3,382 New
VF
100
Virtu Financial
New York
– -$1.32M -33,467 Closed
1 2 3
4
5

PDP Hedge Fund Activity: Q4 2014 in Review

100 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Momentum ETF (PDP) for Q4 2014, worth a combined $959M — up 25% from $765M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new PDP positions and 9 closed out — a net gain of 16 holders — while 44 added to existing stakes and 20 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $29.4M. The largest seller was Stratos Wealth Partners, cutting an estimated $5.37M.

  • 100 institutional investors held Invesco Dorsey Wright Momentum ETF (PDP) as of Q4 2014, up from 86 in Q3 2014.
  • Funds reported $959M of Invesco Dorsey Wright Momentum ETF stock for Q4 2014, up 25% quarter-over-quarter.
  • 25 funds opened new Invesco Dorsey Wright Momentum ETF positions in Q4 2014 and 9 closed out, a net change of +16 holders.
  • The largest Invesco Dorsey Wright Momentum ETF buyer in Q4 2014 was Morgan Stanley, an estimated $29.4M added.
  • The largest Invesco Dorsey Wright Momentum ETF seller in Q4 2014 was Stratos Wealth Partners, an estimated $5.37M sold.

Based on aggregated 13F filings for Q4 2014.