We are live on ! Find out more
PDP icon

Invesco Dorsey Wright Momentum ETF
PDP

153 hedge funds and large institutions have $897M invested in Invesco Dorsey Wright Momentum ETF in 2017 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 35 increasing their positions, 53 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 8

50% more funds holding in top 10

Funds holding in top 10: 6 → 9 (+3)

21% more funds holding

Funds holding: 126 → 153 (+27)

17% more capital invested

Capital invested by funds: $768M → $897M (+$130M)

3.78% more ownership

Funds ownership: 54.75% → 58.53% (+3.8%)

34% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 53

Holders
153
Holders Change
+27
Holders Change %
+21.43%
% of All Funds
3.47%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.2%
New
36
Increased
35
Reduced
53
Closed
8
Calls
$537K
Puts
–
Net Calls
+$537K
Net Calls Change
-$110K

Top Buyers

1
GA
Gateway Advisory
New Jersey
+$45M
2
QA
Quantitative Advantage
Minnesota
+$14.9M
3
UBS Group
UBS Group
Switzerland
+$3.86M
4
LPL Financial
LPL Financial
California
+$3.28M
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$3.08M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$10.4M
2
CFA
Carroll Financial Associates
North Carolina
-$4.21M
3
TSS
Two Sigma Securities
New York
-$3.49M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$3.49M
5
NPC
National Planning Corporation
California
-$2.71M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of New York Mellon
101
Bank of New York Mellon
New York
$286K +$281K +5,525 New
BAS
102
Brown Advisory Securities
Maryland
$278K -$7.62K -150 -3%
SWP
103
Stratos Wealth Partners
Ohio
$277K -$8.63K -170 -3%
DWM
104
Dynasty Wealth Management
Florida
$276K +$271K +5,344 New
AW
105
ACG Wealth
Georgia
$275K – – –
CA
106
Cetera Advisors
Colorado
$271K -$24.1K -475 -8%
PNC Financial Services Group
107
PNC Financial Services Group
Pennsylvania
$247K -$22.1K -435 -8%
BFPW
108
BOK Financial Private Wealth
Colorado
$235K +$231K +4,545 New
Citadel Advisors
109
Citadel Advisors
Florida
$235K +$231K +4,556 New
Millennium Management
110
Millennium Management
New York
$229K -$628K -12,371 -74%
AWM
111
AE Wealth Management
Kansas
$216K +$213K +4,186 New
WS
112
Wedbush Securities
California
$205K +$201K +3,966 New
CFB
113
Cullen/Frost Bankers
Texas
$202K +$199K +3,914 New
WWMSC
114
Wagner Wealth Management (South Carolina)
South Carolina
$191K +$182K +3,580 New
UBS AM
115
UBS AM
Illinois
$173K – – –
RFC
116
Regions Financial Corp
Alabama
$172K +$169K +3,324 New
HR
117
Howe & Rusling
New York
$157K -$17.4K -342 -10%
BFEC
118
Benjamin F. Edwards & Company
Missouri
$150K – – –
JFA
119
JNBA Financial Advisors
Minnesota
$146K – – –
MOS
120
MGO One Seven
Ohio
$119K +$117K +2,301 New
HT
121
Heritage Trust
Oklahoma
$113K – – –
TSW
122
Thompson Siegel & Walmsley
Virginia
$107K -$10.8K -213 -9%
MFW
123
Mosaic Family Wealth
Missouri
$103K – – –
PFA
124
Pathway Financial Advisors
Vermont
$88K +$86.9K +1,711 New
PFBT
125
Parkside Financial Bank & Trust
Missouri
$85K – – –
3 4
5
6 7

PDP Hedge Fund Activity: Q4 2017 in Review

153 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Momentum ETF (PDP) for Q4 2017, worth a combined $897M — up 17% from $768M a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new PDP positions and 8 closed out — a net gain of 28 holders — while 35 added to existing stakes and 53 trimmed.

The largest buyer was Gateway Advisory, adding an estimated $45M. The largest seller was Morgan Stanley, cutting an estimated $10.4M.

  • 153 institutional investors held Invesco Dorsey Wright Momentum ETF (PDP) as of Q4 2017, up from 126 in Q3 2017.
  • Funds reported $897M of Invesco Dorsey Wright Momentum ETF stock for Q4 2017, up 17% quarter-over-quarter.
  • 36 funds opened new Invesco Dorsey Wright Momentum ETF positions in Q4 2017 and 8 closed out, a net change of +28 holders.
  • The largest Invesco Dorsey Wright Momentum ETF buyer in Q4 2017 was Gateway Advisory, an estimated $45M added.
  • The largest Invesco Dorsey Wright Momentum ETF seller in Q4 2017 was Morgan Stanley, an estimated $10.4M sold.

Based on aggregated 13F filings for Q4 2017.