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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
OPA
76
Old Port Advisors
Maine
$510K +$524K +9,991 New
BF
77
BOK Financial
Oklahoma
$503K +$22.6K +430 +4%
TWA
78
Tillar-Wenstrup Advisors
Ohio
$492K +$12.1K +230 +2%
IA
79
IFP Advisors
Florida
$467K +$67.2K +1,280 +15%
OIA
80
OneDigital Investment Advisors
Kansas
$456K +$493K +9,400 New
GWM
81
Geneos Wealth Management
Colorado
$453K -$2.1K -40 -0.4%
Bank of Montreal
82
Bank of Montreal
Ontario, Canada
$448K +$79.6K +1,517 +20%
BFA
83
Brendel Financial Advisors
New Hampshire
$448K +$485K +9,244 New
WI
84
Wintrust Investments
Illinois
$443K – – –
TSS
85
Two Sigma Securities
New York
$426K +$223K +4,244 +94%
CA
86
Cetera Advisors
Colorado
$420K -$13.5K -258 -3%
AAS
87
Avantax Advisory Services
Texas
$419K +$454K +8,655 New
SPIA
88
Steward Partners Investment Advisory
New York
$373K -$114K -2,164 -22%
Creative Planning
89
Creative Planning
Kansas
$368K -$10.2K -194 -2%
CAN
90
Claraphi Advisory Network
United States
$350K -$25K -476 -6%
ACI
91
Alpha Cubed Investments
California
$331K -$428K -8,157 -54%
OC
92
Oppenheimer & Co
New York
$328K -$2.42M -46,071 -87%
EFS
93
Essex Financial Services
Connecticut
$327K – – –
PWM
94
Perigon Wealth Management
California
$325K – – –
AIP
95
Almanack Investment Partners
Pennsylvania
$319K -$109K -2,068 -24%
AW
96
ACG Wealth
Georgia
$307K +$52.7K +1,004 +19%
NL
97
NWAM LLC
Washington
$304K – – –
DAS
98
Dynamic Advisor Solutions
Arizona
$296K -$525 -10 -0.2%
EC
99
Estate Counselors
Wisconsin
$288K -$9.21M -175,360 -97%
CA
100
Calton & Associates
Florida
$287K -$11.8K -225 -4%
2 3
4
5 6

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.