PDP icon

Invesco Dorsey Wright Momentum ETF
PDP

Overview Fund Activity

149 hedge funds and large institutions have $1.03B invested in Invesco Dorsey Wright Momentum ETF in 2018 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 44 increasing their positions, 51 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
149
Holders Change
+2
Holders Change %
+1.36%
% of All Funds
3.41%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.14%
New
19
Increased
44
Reduced
51
Closed
16
Calls
$555K
Puts
–
Net Calls
+$555K
Net Calls Change
+$140K

Top Buyers

1
Citigroup
Citigroup
New York
+$140M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$29.9M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$7.65M
4
BTS
BB&T Securities
Virginia
+$5.27M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$3.18M

Top Sellers

1
MML Investors Services
MML Investors Services
Massachusetts
-$29.2M
2
SFI
SPC Financial Inc
Maryland
-$18.3M
3
QA
Quantitative Advantage
Minnesota
-$16.2M
4
PFS
Prospera Financial Services
Texas
-$15.9M
5
BCM
Barometer Capital Management
Ontario, Canada
-$5.98M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIBC World Market
101
CIBC World Market
Ontario, Canada
$282K -$149K -2,498 -35%
TSS
102
Two Sigma Securities
New York
$270K +$270K +4,535 New
MWM
103
MinichMacGregor Wealth Management
New York
$265K -$36.3K -612 -12%
AWM
104
AE Wealth Management
Kansas
$259K +$22.6K +379 +10%
Renaissance Technologies
105
Renaissance Technologies
New York
$244K +$244K +4,100 New
Fidelity Investments
106
Fidelity Investments
Massachusetts
$241K -$476 -8 -0.2%
BFPW
107
BOK Financial Private Wealth
Colorado
$238K -$15.9K -267 -6%
SG
108
StoneX Group
New York
$233K +$11.9K +199 +5%
JPMPWA
109
J.P. Morgan Private Wealth Advisors
California
$227K +$227K +3,804 New
CFB
110
Cullen/Frost Bankers
Texas
$214K -$4.84K -81 -2%
NFG
111
Next Financial Group
Texas
$212K -$53.7K -901 -20%
WWM
112
Wagner Wealth Management
South Carolina
$205K +$60 +1 +0%
QPWM
113
Quadrant Private Wealth Management
Pennsylvania
$203K -$131K -2,195 -39%
UBS AM
114
UBS AM
Illinois
$181K -$29.8K -500 -14%
WP
115
WealthShield Partners
North Carolina
$144K -$39K -656 -21%
HT
116
Heritage Trust
Oklahoma
$131K – – –
RFC
117
Regions Financial Corp
Alabama
$125K +$125K +2,106 New
TSW
118
Thompson Siegel & Walmsley
Virginia
$124K – – –
PFBT
119
Parkside Financial Bank & Trust
Missouri
$98K – – –
SWM
120
SeaCrest Wealth Management
New York
$78K – – –
Northwestern Mutual Wealth Management
121
Northwestern Mutual Wealth Management
Wisconsin
$70K -$18.2K -309 -21%
MA
122
MCF Advisors
Kentucky
$68K – – –
WAP
123
Wealthcare Advisory Partners
Pennsylvania
$67K – – –
PA
124
Parallel Advisors
California
$62K – – –
US Bancorp
125
US Bancorp
Minnesota
$61K -$832 -14 -1%
3 4
5
6 7