We are live on ! Find out more
PDP icon

Invesco Dorsey Wright Momentum ETF

153 hedge funds and large institutions have $870M invested in Invesco Dorsey Wright Momentum ETF in 2019 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 47 increasing their positions, 57 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

226% more call options, than puts

Call options by funds: $1.12M | Put options by funds: $344K

60% more funds holding in top 10

Funds holding in top 10: 58 (+3)

23% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 13

11% more capital invested

Capital invested by funds: $784M → $870M (+$85.5M)

2.55% more ownership

Funds ownership: 53.83%56.38% (+2.5%)

3% less funds holding

Funds holding: 157153 (-4)

18% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 57

Holders
153
Holders Change
-4
Holders Change %
-2.55%
% of All Funds
3.32%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.17%
New
16
Increased
47
Reduced
57
Closed
13
Calls
$1.12M
Puts
$344K
Net Calls
+$778K
Net Calls Change
+$432K
Name Holding Trade Value Shares
Change
Change in
Stake
AOWM
126
Alpha Omega Wealth Management
Virginia
$61K
TIM
127
Tortoise Investment Management
New York
$60K
FANJ
128
Financial Architects (New Jersey)
New Jersey
$54K +$52.4K +897 New
PA
129
Parallel Advisors
California
$49K -$759 -13 -2%
IF
130
Ironwood Financial
Arizona
$48K
WAP
131
Wealthcare Advisory Partners
Pennsylvania
$48K
APA
132
American Portfolios Advisors
New York
$41.9K
RCAG
133
Rehmann Capital Advisory Group
Michigan
$29.9K
AIM
134
Advantage Investment Management
Iowa
$24K
BBHC
135
Brown Brothers Harriman & Co
New York
$24K
SMFS
136
Squar Milner Financial Services
California
$24K
EWM
137
Executive Wealth Management
Michigan
$21K -$934 -16 -4%
CBT
138
Capital Bank & Trust
California
$21K
M
139
MOTCO
Texas
$21K
AIM
140
Anchor Investment Management
South Carolina
$15.4K
CIA
141
Cascade Investment Advisors
Oregon
$12.4K
DSC
142
Duncker Streett & Co
Missouri
$12K
ACA
143
Atlas Capital Advisors
Wyoming
$8.81K -$7.65K -131 -47%
MCM
144
MV Capital Management
Maryland
$7K
QCIG
145
Quad-Cities Investment Group
Iowa
$7K
BWL
146
Bogart Wealth LLC
Virginia
$6K +$2.28K +39 +52%
IRC
147
Investors Research Corp
Georgia
$5K
CFGS
148
Concourse Financial Group Securities
Alabama
$5K +$4.73K +81 New
FGAM
149
Financial Gravity Asset Management
Texas
$4K -$25.8K -442 -87%
IWA
150
IBEX Wealth Advisors
New Jersey
$4K +$4.2K +72 New

PDP Hedge Fund Activity: Q2 2019 in Review

153 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Momentum ETF (PDP) for Q2 2019, worth a combined $870M — up 11% from $784M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new PDP positions and 13 closed out — a net gain of 3 holders — while 47 added to existing stakes and 57 trimmed.

The largest buyer was Prospera Financial Services, opening a new position worth an estimated $42.5M. The largest seller was Gateway Advisory, cutting an estimated $44.5M.

  • 153 institutional investors held Invesco Dorsey Wright Momentum ETF (PDP) as of Q2 2019, down from 157 in Q1 2019.
  • Funds reported $870M of Invesco Dorsey Wright Momentum ETF stock for Q2 2019, up 11% quarter-over-quarter.
  • 16 funds opened new Invesco Dorsey Wright Momentum ETF positions in Q2 2019 and 13 closed out, a net change of +3 holders.
  • The largest Invesco Dorsey Wright Momentum ETF buyer in Q2 2019 was Prospera Financial Services, an estimated $42.5M added.
  • The largest Invesco Dorsey Wright Momentum ETF seller in Q2 2019 was Gateway Advisory, an estimated $44.5M sold.

Based on aggregated 13F filings for Q2 2019.