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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
MCM
151
MV Capital Management
Maryland
$7K
CFGS
152
Concourse Financial Group Securities
Alabama
$5K
IRC
153
Investors Research Corp
Georgia
$5K
CAL
154
Capital Analysts LLC
Pennsylvania
$5K +$5.3K +86 New
VFA
155
Valeo Financial Advisors
Indiana
$5K +$5.55K +90 New
1NWS
156
1 North Wealth Services
Maryland
$3K +$3.51K +57 New
CFD
157
Creative Financial Designs
Indiana
$2K +$1.85K +30 New
TC
158
Trilogy Capital
California
-$10.2M -164,331 Closed
EC
159
Estate Counselors
Wisconsin
-$8.66M -143,650 Closed
Koshinski Asset Management
160
Koshinski Asset Management
Illinois
-$4.03M -66,876 Closed
BRWM
161
B. Riley Wealth Management
Tennessee
-$603 -10,002 Closed
TSS
162
Two Sigma Securities
New York
-$220K -3,653 Closed
AOWM
163
Alpha Omega Wealth Management
Virginia
-$61K -1,009 Closed
FANJ
164
Financial Architects (New Jersey)
New Jersey
-$54K -897 Closed
RCAG
165
Rehmann Capital Advisory Group
Michigan
-$29.9K -496 Closed
SMFS
166
Squar Milner Financial Services
California
-$24K -405 Closed
BBHC
167
Brown Brothers Harriman & Co
New York
-$24K -400 Closed
EWM
168
Executive Wealth Management
Michigan
-$21K -345 Closed
DSC
169
Duncker Streett & Co
Missouri
-$12K -200 Closed
QCIG
170
Quad-Cities Investment Group
Iowa
-$7K -115 Closed
IWA
171
IBEX Wealth Advisors
New Jersey
-$4K -72 Closed
AAP
172
Arax Advisory Partners
Colorado
-$3K -44 Closed

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.