PDP icon

Invesco Dorsey Wright Momentum ETF
PDP

Overview Fund Activity

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
Holders
153
Holders Change
-4
Holders Change %
-2.55%
% of All Funds
3.33%
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

Top Buyers

1
PFS
Prospera Financial Services
Texas
+$44.9M
2
EC
Estate Counselors
Wisconsin
+$8.31M
3
RCG
Ruggie Capital Group
Florida
+$7.64M
4
AIP
Almanack Investment Partners
Pennsylvania
+$7.16M
5
RJA
Raymond James & Associates
Florida
+$6.05M

Top Sellers

1
GA
Gateway Advisory
New Jersey
-$46M
2
Morgan Stanley
Morgan Stanley
New York
-$2.98M
3
Wells Fargo
Wells Fargo
California
-$2.89M
4
AG
Advisor Group
Arizona
-$2.42M
5
Citadel Advisors
Citadel Advisors
Florida
-$1.77M
Name Holding Trade Value Shares
Change 		Shares
Change %
WCM
76
WealthBridge Capital Management
Ohio
$599K – – –
CA
77
Cetera Advisors
Colorado
$590K +$17.8K +294 +3%
TRCT
78
Tower Research Capital (TRC)
New York
$569K -$65.9K -1,093 -10%
HighTower Advisors
79
HighTower Advisors
Illinois
$567K -$386K -6,427 -40%
GWM
80
Geneos Wealth Management
Colorado
$557K -$2.65K -44 -0.5%
WI
81
Wintrust Investments
Illinois
$551K -$60 -1 -0%
UCFA
82
United Capital Financial Advisors
Texas
$485K +$184K +3,055 +61%
WWM
83
Western Wealth Management
Colorado
$472K +$472K +7,812 New
BFEC
84
Benjamin F. Edwards & Company
Missouri
$459K -$46.7K -774 -9%
Creative Planning
85
Creative Planning
Kansas
$459K +$1.81K +30 +0.4%
FFN
86
Focus Financial Network
Minnesota
$446K – – –
BAAM
87
Baker Avenue Asset Management
California
$440K +$10.2K +170 +2%
SL
88
Salomon & Ludwin
Virginia
$436K +$46.6K +773 +12%
ACI
89
Alpha Cubed Investments
California
$412K – – –
CAN
90
Claraphi Advisory Network
United States
$406K -$2.78K -46 -0.7%
AAS
91
Avantax Advisory Services
Texas
$397K -$11.1K -184 -3%
SLWS
92
Swaine & Leidel Wealth Services
Florida
$389K – – –
NL
93
NWAM LLC
Washington
$383K +$4.53K +75 +1%
PWM
94
Perigon Wealth Management
California
$380K – – –
SPIA
95
Steward Partners Investment Advisory
New York
$375K -$90.4K -1,500 -19%
Carson Wealth (CWM LLC)
96
Carson Wealth (CWM LLC)
Nebraska
$373K – – –
WA
97
Waverly Advisors
Alabama
$355K – – –
MWP
98
MYCIO Wealth Partners
Pennsylvania
$349K – – –
RA
99
RFG Advisory
Alabama
$335K -$604 -10 -0.2%
DAS
100
Dynamic Advisor Solutions
Arizona
$316K +$725 +12 +0.2%
2 3
4
5 6