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Invesco Dorsey Wright Momentum ETF

126 hedge funds and large institutions have $768M invested in Invesco Dorsey Wright Momentum ETF in 2017 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 39 increasing their positions, 49 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 4

5% more funds holding

Funds holding: 120126 (+6)

0% more capital invested

Capital invested by funds: $765M → $768M (+$2.55M)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

1.04% less ownership

Funds ownership: 55.79%54.75% (-1%)

20% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 49

Holders
126
Holders Change
+6
Holders Change %
+5%
% of All Funds
3.14%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.15%
New
12
Increased
39
Reduced
49
Closed
4
Calls
$647K
Puts
Net Calls
+$647K
Net Calls Change
+$13K
Name Holding Trade Value Shares
Change
Change in
Stake
Simplex Trading
101
Simplex Trading
Illinois
$110K +$71.3K +1,487 +188%
HT
102
Heritage Trust
Oklahoma
$107K -$105K -2,193 -50%
MFW
103
Mosaic Family Wealth
Missouri
$97K -$48 -1 -0%
FA
104
Financial Advantage
Maryland
$81K +$80K +1,670 New
PFBT
105
Parkside Financial Bank & Trust
Missouri
$80K -$35.4K -739 -31%
ASN
106
Advisory Services Network
Georgia
$74K -$45.5K -950 -38%
MA
107
MCF Advisors
Kentucky
$63K -$43K -898 -41%
Manulife (Manufacturers Life Insurance)
108
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$55K +$96 +2 +0.2%
PA
109
Parallel Advisors
California
$52K +$2.01K +42 +4%
AOWM
110
Alpha Omega Wealth Management
Virginia
$49K
TIM
111
Tortoise Investment Management
New York
$49K
FANJ
112
Financial Architects (New Jersey)
New Jersey
$40K +$19.3K +403 +97%
WAP
113
Wealthcare Advisory Partners
Pennsylvania
$39K +$38.3K +799 New
FMP
114
Financial Management Professionals
Texas
$28K
Northwestern Mutual Wealth Management
115
Northwestern Mutual Wealth Management
Wisconsin
$25K +$3.16K +66 +15%
AIM
116
Advantage Investment Management
Iowa
$19K
AIM
117
Anchor Investment Management
South Carolina
$18K
M
118
MOTCO
Texas
$17K
WEC
119
Winslow Evans & Crocker
Massachusetts
$14.6K -$29.5K -615 -67%
GBBWRPM
120
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$13K
MCM
121
MV Capital Management
Maryland
$13K
DSC
122
Duncker Streett & Co
Missouri
$10K
IIC
123
Integrated Investment Consultants
Michigan
$5K
KF
124
Krilogy Financial
Missouri
$3K
BlackRock
125
BlackRock
New York
$1K

PDP Hedge Fund Activity: Q3 2017 in Review

126 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Momentum ETF (PDP) for Q3 2017, worth a combined $768M — up 0.33% from $765M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new PDP positions and 4 closed out — a net gain of 8 holders — while 39 added to existing stakes and 49 trimmed.

The largest buyer was Raymond James & Associates, adding an estimated $4.58M. The largest seller was MML Investors Services, cutting an estimated $21M.

  • 126 institutional investors held Invesco Dorsey Wright Momentum ETF (PDP) as of Q3 2017, up from 120 in Q2 2017.
  • Funds reported $768M of Invesco Dorsey Wright Momentum ETF stock for Q3 2017, up 0.33% quarter-over-quarter.
  • 12 funds opened new Invesco Dorsey Wright Momentum ETF positions in Q3 2017 and 4 closed out, a net change of +8 holders.
  • The largest Invesco Dorsey Wright Momentum ETF buyer in Q3 2017 was Raymond James & Associates, an estimated $4.58M added.
  • The largest Invesco Dorsey Wright Momentum ETF seller in Q3 2017 was MML Investors Services, an estimated $21M sold.

Based on aggregated 13F filings for Q3 2017.