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Invesco Dorsey Wright Momentum ETF
PDP

155 hedge funds and large institutions have $699M invested in Invesco Dorsey Wright Momentum ETF in 2018 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 38 increasing their positions, 56 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 24

4% more funds holding

Funds holding: 149 → 155 (+6)

0% more funds holding in top 10

Funds holding in top 10: 6 → 6 (0)

6.72% less ownership

Funds ownership: 62.95% → 56.23% (-6.7%)

32% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 56

32% less capital invested

Capital invested by funds: $1.03B → $699M (-$332M)

Holders
155
Holders Change
+6
Holders Change %
+4.03%
% of All Funds
3.45%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
31
Increased
38
Reduced
56
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BFG
Barber Financial Group
Kansas
+$14M
2
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$11.4M
3
RJA
Raymond James & Associates
Florida
+$9.73M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$4.13M
5
RCG
Ruggie Capital Group
Florida
+$3.52M

Top Sellers

1
Citigroup
Citigroup
New York
-$123M
2
GA
Gateway Advisory
New Jersey
-$29.2M
3
BTS
BB&T Securities
Virginia
-$13.1M
4
EC
Estate Counselors
Wisconsin
-$9.21M
5
UBS Group
UBS Group
Switzerland
-$8.87M
Name Holding Trade Value Shares
Change 		Change in
Stake
US Bancorp
126
US Bancorp
Minnesota
$52K +$2.21K +42 +4%
AOWM
127
Alpha Omega Wealth Management
Virginia
$49K – – –
TIM
128
Tortoise Investment Management
New York
$48K – – –
PA
129
Parallel Advisors
California
$40K -$10.9K -208 -20%
IF
130
Ironwood Financial
Arizona
$39K – – –
ASN
131
Advisory Services Network
Georgia
$38K – – –
APA
132
American Portfolios Advisors
New York
$33.7K +$1.57K +30 +5%
FMP
133
Financial Management Professionals
Texas
$23K – – –
WTC
134
WhitTier Trust Company
Nevada
$22K +$23.5K +447 New
UBS AM
135
UBS AM
Illinois
$21.9K -$136K -2,587 -85%
SMFS
136
Squar Milner Financial Services
California
$20K – – –
AIM
137
Advantage Investment Management
Iowa
$19K – – –
Toronto Dominion Bank
138
Toronto Dominion Bank
Ontario, Canada
$18K +$19.3K +367 New
CBT
139
Capital Bank & Trust
California
$17K – – –
M
140
MOTCO
Texas
$17K – – –
EWM
141
Executive Wealth Management
Michigan
$17K +$18.9K +361 New
ACA
142
Atlas Capital Advisors
Wyoming
$13.4K – – –
AIM
143
Anchor Investment Management
South Carolina
$12.4K – – –
DSC
144
Duncker Streett & Co
Missouri
$10K – – –
EWM
145
Elmwood Wealth Management
California
$10K +$10.8K +205 New
CIA
146
Cascade Investment Advisors
Oregon
$9.94K +$10.8K +205 New
NA
147
NewEdge Advisors
Louisiana
$9.48K -$802K -15,272 -7%
QCIG
148
Quad-Cities Investment Group
Iowa
$6K -$5.88K -112 -49%
MCM
149
MV Capital Management
Maryland
$6K – – –
CAC
150
Certified Advisory Corp
Florida
$5K – – –
4 5
6
7 8

PDP Hedge Fund Activity: Q4 2018 in Review

155 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Momentum ETF (PDP) for Q4 2018, worth a combined $699M — down 32% from $1.03B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new PDP positions and 24 closed out — a net gain of 7 holders — while 38 added to existing stakes and 56 trimmed.

The largest buyer was Barber Financial Group, opening a new position worth an estimated $14M. The largest seller was Citigroup, cutting an estimated $123M.

  • 155 institutional investors held Invesco Dorsey Wright Momentum ETF (PDP) as of Q4 2018, up from 149 in Q3 2018.
  • Funds reported $699M of Invesco Dorsey Wright Momentum ETF stock for Q4 2018, down 32% quarter-over-quarter.
  • 31 funds opened new Invesco Dorsey Wright Momentum ETF positions in Q4 2018 and 24 closed out, a net change of +7 holders.
  • The largest Invesco Dorsey Wright Momentum ETF buyer in Q4 2018 was Barber Financial Group, an estimated $14M added.
  • The largest Invesco Dorsey Wright Momentum ETF seller in Q4 2018 was Citigroup, an estimated $123M sold.

Based on aggregated 13F filings for Q4 2018.