Invesco Dorsey Wright Momentum ETF
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.
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
Top Buyers
| 1 |
GA
Gateway Advisory
Westfield,
New Jersey
|
+$45M |
| 2 |
QA
Quantitative Advantage
Minnetonka,
Minnesota
|
+$14.9M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$3.86M |
| 4 |
LPL Financial
San Diego,
California
|
+$3.28M |
| 5 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$3.08M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
KF
151
Krilogy Financial
St. Louis,
Missouri
| $3K | – | – | – |
|
|
RCG
152
Ruggie Capital Group
Tavares,
Florida
| $3K | +$2.69K | +53 | New |
|
|
TSS
153
Two Sigma Securities
New York
| – | -$3.49M | -71,855 | Closed |
|
|
NPC
154
National Planning Corporation
El Segundo,
California
| – | -$2.71M | -55,664 | Closed |
|
|
PMG
155
ProVise Management Group
Clearwater,
Florida
| – | -$1.34M | -27,629 | Closed |
|
|
SI
156
SII Investments
Appleton,
Wisconsin
| – | -$676K | -13,856 | Closed |
|
157
CIBC World Market
Toronto,
Ontario, Canada
| – | -$204K | -4,196 | Closed |
|
158
Simplex Trading
Chicago,
Illinois
| – | -$110K | -2,276 | Closed |
|
|
FA
159
Financial Advantage
Columbia,
Maryland
| – | -$81K | -1,670 | Closed |
|
160
BlackRock
New York
| – | -$1K | -25 | Closed |
|
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.