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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
MWM
126
MinichMacGregor Wealth Management
New York
$205K -$1.54K -25 -0.7%
TSW
127
Thompson Siegel & Walmsley
Virginia
$186K
RIA
128
Realta Investment Advisors
Delaware
$152K -$677K -10,979 -81%
US Bancorp
129
US Bancorp
Minnesota
$120K +$19.5K +317 +19%
PFBT
130
Parkside Financial Bank & Trust
Missouri
$100K
LFG
131
LifePlan Financial Group
Ohio
$98K -$5.3K -86 -5%
MA
132
MCF Advisors
Kentucky
$69K
ASN
133
Advisory Services Network
Georgia
$64K
TIM
134
Tortoise Investment Management
New York
$61K
WP
135
WealthShield Partners
North Carolina
$60K -$60K -974 -50%
PA
136
Parallel Advisors
California
$50K
IF
137
Ironwood Financial
Arizona
$49K
WAP
138
Wealthcare Advisory Partners
Pennsylvania
$49K
Deutsche Bank
139
Deutsche Bank
Germany
$49K +$50.1K +813 New
FGAM
140
Financial Gravity Asset Management
Texas
$27K +$23.5K +381 +595%
AIC
141
Ameritas Investment Company
Nebraska
$27K +$27.1K +440 New
AIM
142
Advantage Investment Management
Iowa
$24K
CBT
143
Capital Bank & Trust
California
$21K
M
144
MOTCO
Texas
$18K -$3.21K -52 -15%
AIM
145
Anchor Investment Management
South Carolina
$15.5K
CAPTRUST Financial Advisors
146
CAPTRUST Financial Advisors
North Carolina
$13K +$13.6K +220 New
CIA
147
Cascade Investment Advisors
Oregon
$12.5K
APA
148
American Portfolios Advisors
New York
$11.9K -$30.8K -500 -72%
ACA
149
Atlas Capital Advisors
Wyoming
$8.89K
BWL
150
Bogart Wealth LLC
Virginia
$7K

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.