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Invesco Dorsey Wright Momentum ETF
PDP

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

20% more capital invested

Capital invested by funds: $861M → $1.03B (+$170M)

19% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 16

6.55% more ownership

Funds ownership: 56.39% → 62.95% (+6.6%)

1% more funds holding

Funds holding: 147 → 149 (+2)

14% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 51

25% less funds holding in top 10

Funds holding in top 10: 8 → 6 (-2)

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

Rank Fund Capital Flow
1
Citigroup
Citigroup
New York
+$136M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$29.2M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$7.45M
4
BTS
BB&T Securities
Virginia
+$5.13M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$3.1M

Top Sellers

Rank Fund Capital Flow
1
MML Investors Services
MML Investors Services
Massachusetts
-$28.4M
2
SFI
SPC Financial Inc
Maryland
-$17.9M
3
QA
Quantitative Advantage
Minnesota
-$16.2M
4
PFS
Prospera Financial Services
Texas
-$16.1M
5
BCM
Barometer Capital Management
Ontario, Canada
-$5.83M
Name Holding Trade Value Shares
Change 		Change in
Stake
JFA
126
JNBA Financial Advisors
Minnesota
$60K -$105K -1,814 -64%
AOWM
127
Alpha Omega Wealth Management
Virginia
$60K – – –
TIM
128
Tortoise Investment Management
New York
$60K – – –
IF
129
Ironwood Financial
Arizona
$48K +$46.4K +800 New
ASN
130
Advisory Services Network
Georgia
$47K – – –
APA
131
American Portfolios Advisors
New York
$39.6K – – –
RCAG
132
Rehmann Capital Advisory Group
Michigan
$29.6K – – –
FMP
133
Financial Management Professionals
Texas
$28K – – –
AIM
134
Advantage Investment Management
Iowa
$24K – – –
SMFS
135
Squar Milner Financial Services
California
$24K +$23.5K +405 New
CBT
136
Capital Bank & Trust
California
$21K – – –
M
137
MOTCO
Texas
$21K – – –
ML
138
McAdam LLC
Pennsylvania
$20K – – –
ACA
139
Atlas Capital Advisors
Wyoming
$16.3K – – –
AIM
140
Anchor Investment Management
South Carolina
$15.2K – – –
QCIG
141
Quad-Cities Investment Group
Iowa
$14K – – –
DSC
142
Duncker Streett & Co
Missouri
$12K – – –
MCM
143
MV Capital Management
Maryland
$7K – – –
CAC
144
Certified Advisory Corp
Florida
$6K – – –
AAP
145
Arax Advisory Partners
Colorado
$3K +$2.55K +44 New
KF
146
Krilogy Financial
Missouri
$3K +$3.08K +53 New
IP
147
Investment Partners
Ohio
$1.42K -$9.87K -170 -1%
AF
148
Allworth Financial
California
$1K +$1.16K +20 New
QA
149
Quantitative Advantage
Minnesota
– -$16.2M -292,350 Closed
FIM
150
Freedom Investment Management
Connecticut
– -$1.96M -35,476 Closed
3 4 5
6
7

PDP Hedge Fund Activity: Q3 2018 in Review

149 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Momentum ETF (PDP) for Q3 2018, worth a combined $1.03B — up 20% from $861M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new PDP positions and 16 closed out — a net gain of 3 holders — while 44 added to existing stakes and 51 trimmed.

The largest buyer was Citigroup, adding an estimated $136M. The largest seller was MML Investors Services, cutting an estimated $28.4M.

  • 149 institutional investors held Invesco Dorsey Wright Momentum ETF (PDP) as of Q3 2018, up from 147 in Q2 2018.
  • Funds reported $1.03B of Invesco Dorsey Wright Momentum ETF stock for Q3 2018, up 20% quarter-over-quarter.
  • 19 funds opened new Invesco Dorsey Wright Momentum ETF positions in Q3 2018 and 16 closed out, a net change of +3 holders.
  • The largest Invesco Dorsey Wright Momentum ETF buyer in Q3 2018 was Citigroup, an estimated $136M added.
  • The largest Invesco Dorsey Wright Momentum ETF seller in Q3 2018 was MML Investors Services, an estimated $28.4M sold.

Based on aggregated 13F filings for Q3 2018.