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Invesco Dorsey Wright Momentum ETF
PDP

70 hedge funds and large institutions have $508M invested in Invesco Dorsey Wright Momentum ETF in 2013 Q2 according to their latest regulatory filings, with 70 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

58.58% more ownership

Funds ownership: 0% → 58.58% (+59%)

Holders
70
Holders Change
+70
Holders Change %
–
% of All Funds
2.28%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.07%
New
70
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$130M +$131M +4,154,855 New
Wells Fargo
2
Wells Fargo
California
$118M +$119M +3,780,115 New
Bank of America
3
Bank of America
North Carolina
$38.5M +$38.9M +1,233,855 New
RJA
4
Raymond James & Associates
Florida
$33.5M +$33.8M +1,071,631 New
U
5
UBS
Switzerland
$32M +$32.4M +1,025,427 New
RJFSA
6
Raymond James Financial Services Advisors
Florida
$30.4M +$30.7M +972,452 New
RIG
7
RiverFront Investment Group
Virginia
$23.4M +$23.7M +750,275 New
LPL Financial
8
LPL Financial
California
$16.9M +$17.1M +541,441 New
OPCM
9
Osborne Partners Capital Management
California
$10.2M +$10.4M +328,047 New
B
10
Baird
Wisconsin
$6.52M +$6.59M +208,841 New
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$6.37M +$6.44M +203,957 New
Ameriprise
12
Ameriprise
Minnesota
$4.58M +$4.63M +146,550 New
BAAM
13
Baker Avenue Asset Management
California
$4.49M +$4.54M +143,731 New
AIG
14
American International Group
New York
$4.27M +$4.32M +136,835 New
LTFS
15
Ladenburg Thalmann Financial Services
Florida
$4.27M +$4.3M +136,088 New
Deutsche Bank
16
Deutsche Bank
Germany
$3.88M +$3.92M +124,314 New
SNC
17
Stifel Nicolaus & Co
Missouri
$2.75M +$2.78M +88,210 New
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$2.69M +$2.72M +86,231 New
KFS
19
KMS Financial Services
Washington
$2.4M +$2.43M +76,941 New
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$2.13M +$2.15M +68,110 New
PFS
21
Prospera Financial Services
Texas
$2.07M +$2.07M +65,675 New
William Blair & Company
22
William Blair & Company
Illinois
$1.99M +$2.01M +63,650 New
CS
23
Credit Suisse
Switzerland
$1.86M +$1.88M +59,490 New
WA
24
WESPAC Advisors
California
$1.72M +$1.74M +55,070 New
DADC
25
D.A. Davidson & Co
Montana
$1.63M +$1.65M +52,351 New
1
2 3

PDP Hedge Fund Activity: Q2 2013 in Review

70 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Momentum ETF (PDP) for Q2 2013, worth a combined $508M.

Buyers outnumbered sellers: 70 funds opened new PDP positions and 0 closed out — a net gain of 70 holders — while 0 added to existing stakes and 0 trimmed.

  • 70 institutional investors held Invesco Dorsey Wright Momentum ETF (PDP) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $508M of Invesco Dorsey Wright Momentum ETF stock for Q2 2013.
  • 70 funds opened new Invesco Dorsey Wright Momentum ETF positions in Q2 2013 and 0 closed out, a net change of +70 holders.

Based on aggregated 13F filings for Q2 2013.