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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
WCM
76
WealthBridge Capital Management
Ohio
$599K
CA
77
Cetera Advisors
Colorado
$590K +$17.2K +294 +3%
TRCT
78
Tower Research Capital (TRC)
New York
$569K -$63.8K -1,093 -10%
HighTower Advisors
79
HighTower Advisors
Illinois
$567K -$375K -6,427 -40%
GWM
80
Geneos Wealth Management
Colorado
$557K -$2.57K -44 -0.5%
WI
81
Wintrust Investments
Illinois
$551K -$58 -1 -0%
UCFA
82
United Capital Financial Advisors
Texas
$485K +$178K +3,055 +61%
WWM
83
Western Wealth Management
Colorado
$472K +$456K +7,812 New
BFEC
84
Benjamin F. Edwards & Company
Missouri
$459K -$45.2K -774 -9%
Creative Planning
85
Creative Planning
Kansas
$459K +$1.75K +30 +0.4%
FFN
86
Focus Financial Network
Minnesota
$446K
BAAM
87
Baker Avenue Asset Management
California
$440K +$9.92K +170 +2%
SL
88
Salomon & Ludwin
Virginia
$436K +$45.1K +773 +12%
ACI
89
Alpha Cubed Investments
California
$412K
CAN
90
Claraphi Advisory Network
United States
$406K -$2.69K -46 -0.7%
AAS
91
Avantax Advisory Services
Texas
$397K -$10.7K -184 -3%
SLWS
92
Swaine & Leidel Wealth Services
Florida
$389K
NL
93
NWAM LLC
Washington
$383K +$4.38K +75 +1%
PWM
94
Perigon Wealth Management
California
$380K
SPIA
95
Steward Partners Investment Advisory
New York
$375K -$87.6K -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 -$584 -10 -0.2%
DAS
100
Dynamic Advisor Solutions
Arizona
$316K +$700 +12 +0.2%

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.