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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
SWM
126
SeaCrest Wealth Management
New York
$69K +$67.6K +1,331 New
MA
127
MCF Advisors
Kentucky
$66K – – –
Manulife (Manufacturers Life Insurance)
128
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$59K – – –
Northwestern Mutual Wealth Management
129
Northwestern Mutual Wealth Management
Wisconsin
$54K +$26.8K +528 +102%
PA
130
Parallel Advisors
California
$53K – – –
AOWM
131
Alpha Omega Wealth Management
Virginia
$52K – – –
TIM
132
Tortoise Investment Management
New York
$52K – – –
FANJ
133
Financial Architects (New Jersey)
New Jersey
$52K +$9.7K +191 +23%
APA
134
American Portfolios Advisors
New York
$47.5K +$46.7K +920 New
ASN
135
Advisory Services Network
Georgia
$41K -$36.9K -727 -48%
WAP
136
Wealthcare Advisory Partners
Pennsylvania
$41K – – –
LA
137
Legacy Advisors
Pennsylvania
$27K +$26.9K +530 New
FMP
138
Financial Management Professionals
Texas
$24K -$5.99K -118 -20%
AIM
139
Advantage Investment Management
Iowa
$21K – – –
AIM
140
Anchor Investment Management
South Carolina
$19.1K – – –
M
141
MOTCO
Texas
$18K – – –
CBT
142
Capital Bank & Trust
California
$18K +$17.8K +350 New
Fifth Third Bancorp
143
Fifth Third Bancorp
Ohio
$17K +$16.9K +333 New
GBBWRPM
144
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$16K – – –
WEC
145
Winslow Evans & Crocker
Massachusetts
$15.5K – – –
MCM
146
MV Capital Management
Maryland
$14K – – –
SEI Investments
147
SEI Investments
Pennsylvania
$12K +$11.4K +225 New
AWA
148
Acorn Wealth Advisors
Michigan
$11K +$10.2K +201 New
DSC
149
Duncker Streett & Co
Missouri
$10K – – –
CAC
150
Certified Advisory Corp
Florida
$5K +$5.08K +100 New
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.