Invesco Dorsey Wright Momentum ETF
86 hedge funds and large institutions have $685M invested in Invesco Dorsey Wright Momentum ETF in 2014 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 33 increasing their positions, 38 reducing their positions, and 12 closing their positions.
3% more capital invested
Capital invested by funds: $665M → $685M (+$20.7M)
0.63% more ownership
Funds ownership: 51.8% → 52.43% (+0.63%)
4% less funds holding
Funds holding: 90 → 86 (-4)
13% less repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 38
33% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 12
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
+$14.6M |
| 2 |
U
UBS
Zurich,
Switzerland
|
+$8.15M |
| 3 |
Morgan Stanley
New York
|
+$7.66M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$3.92M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$3.76M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$10.4M |
| 2 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$7.76M |
| 3 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$3.82M |
| 4 |
FAAS
First Allied Advisory Services
San Diego,
California
|
-$2.85M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$1.52M |
PDP Hedge Fund Activity: Q3 2014 in Review
86 of the 3,455 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Momentum ETF (PDP) for Q3 2014, worth a combined $685M — up 3.1% from $665M a quarter earlier.
Sellers outnumbered buyers: 12 funds closed out of PDP and 8 opened new positions — a net loss of 4 holders — while 38 trimmed existing stakes and 33 added.
The largest buyer was Stratos Wealth Partners, adding an estimated $14.6M. The largest seller was Wells Fargo, cutting an estimated $10.4M.
- 86 institutional investors held Invesco Dorsey Wright Momentum ETF (PDP) as of Q3 2014, down from 90 in Q2 2014.
- Funds reported $685M of Invesco Dorsey Wright Momentum ETF stock for Q3 2014, up 3.1% quarter-over-quarter.
- 8 funds opened new Invesco Dorsey Wright Momentum ETF positions in Q3 2014 and 12 closed out, a net change of -4 holders.
- The largest Invesco Dorsey Wright Momentum ETF buyer in Q3 2014 was Stratos Wealth Partners, an estimated $14.6M added.
- The largest Invesco Dorsey Wright Momentum ETF seller in Q3 2014 was Wells Fargo, an estimated $10.4M sold.
Based on aggregated 13F filings for Q3 2014.