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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
AAS
101
Avantax Advisory Services
Texas
$395K -$5.98K -97 -1%
CRWM
102
Castle Rock Wealth Management
California
$383K +$385K +6,240 New
SPIA
103
Steward Partners Investment Advisory
New York
$378K
Carson Wealth (CWM LLC)
104
Carson Wealth (CWM LLC)
Nebraska
$373K
WA
105
Waverly Advisors
Alabama
$358K
NL
106
NWAM LLC
Washington
$355K -$32.4K -525 -8%
MWP
107
MYCIO Wealth Partners
Pennsylvania
$352K
PNC Financial Services Group
108
PNC Financial Services Group
Pennsylvania
$324K +$94.1K +1,526 +40%
Fidelity Investments
109
Fidelity Investments
Massachusetts
$320K +$7.03K +114 +2%
DAS
110
Dynamic Advisor Solutions
Arizona
$319K +$247 +4 +0.1%
RA
111
RFG Advisory
Alabama
$310K -$27.7K -449 -8%
PWP
112
Principle Wealth Partners
Connecticut
$307K
FAIM
113
Financial Advocates Investment Management
Washington
$294K +$298K +4,830 New
PWM
114
Perigon Wealth Management
California
$290K -$97K -1,573 -25%
PSF
115
Pacific Sun Financial
California
$286K +$3.08K +50 +1%
Northern Trust
116
Northern Trust
Illinois
$271K
AWA
117
Arete Wealth Advisors
Illinois
$262K -$422K -6,846 -61%
SG
118
StoneX Group
New York
$261K +$62 +1 +0%
LNC
119
Lincoln National Corp
Pennsylvania
$252K +$255K +4,141 New
MFG
120
Magnus Financial Group
New York
$244K +$62 +1 +0%
FNBT
121
FineMark National Bank & Trust
Florida
$230K -$15.4K -250 -6%
Northwestern Mutual Wealth Management
122
Northwestern Mutual Wealth Management
Wisconsin
$217K +$111K +1,802 +102%
NFG
123
Next Financial Group
Texas
$212K -$678 -11 -0.3%
CFB
124
Cullen/Frost Bankers
Texas
$207K -$3.08K -50 -1%
QPWM
125
Quadrant Private Wealth Management
Pennsylvania
$207K

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.