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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
IP
76
Investment Partners
Ohio
$659K +$62 +1 +0%
OMC
77
Old Mission Capital
Illinois
$652K +$660K +10,710 New
IA
78
IFP Advisors
Florida
$639K +$652K +10,568 New
PAG
79
Private Advisory Group
Washington
$624K -$1.61M -26,168 -72%
BF
80
BOK Financial
Oklahoma
$613K -$14.9K -242 -2%
HighTower Advisors
81
HighTower Advisors
Illinois
$565K -$6.29K -102 -1%
GWM
82
Geneos Wealth Management
Colorado
$557K -$370 -6 -0.1%
WI
83
Wintrust Investments
Illinois
$557K
RCG
84
Ruggie Capital Group
Florida
$536K -$7.8M -126,591 -94%
CA
85
Calton & Associates
Florida
$523K +$304K +4,930 +135%
CIBC World Market
86
CIBC World Market
Ontario, Canada
$520K -$768K -12,460 -59%
BFEC
87
Benjamin F. Edwards & Company
Missouri
$495K +$32.6K +528 +7%
WWM
88
Western Wealth Management
Colorado
$488K +$13.6K +221 +3%
CIAS
89
Capital Investment Advisory Services
North Carolina
$486K +$427K +6,930 +663%
Creative Planning
90
Creative Planning
Kansas
$480K +$16.6K +270 +4%
UCFA
91
United Capital Financial Advisors
Texas
$460K -$30.8K -499 -6%
CWM
92
Concentrum Wealth Management
California
$454K +$147K +2,379 +47%
FFN
93
Focus Financial Network
Minnesota
$452K +$1.6K +26 +0.4%
SL
94
Salomon & Ludwin
Virginia
$446K +$5.36K +87 +1%
Goldman Sachs
95
Goldman Sachs
New York
$424K +$430K +6,968 New
SLWS
96
Swaine & Leidel Wealth Services
Florida
$418K +$24.7K +400 +6%
ACI
97
Alpha Cubed Investments
California
$416K
SWP
98
Stratos Wealth Partners
Ohio
$407K +$120K +1,954 +41%
BAAM
99
Baker Avenue Asset Management
California
$406K -$39.5K -640 -9%
CAN
100
Claraphi Advisory Network
United States
$397K -$13.2K -214 -3%

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.