Invesco Dorsey Wright Momentum ETF
107 hedge funds and large institutions have $1.01B invested in Invesco Dorsey Wright Momentum ETF in 2015 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 52 increasing their positions, 29 reducing their positions, and 11 closing their positions.
79% more repeat investments, than reductions
Existing positions increased: 52 | Existing positions reduced: 29
73% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 11
33% more funds holding in top 10
Funds holding in top 10: 6 → 8 (+2)
19% more capital invested
Capital invested by funds: $850M → $1.01B (+$164M)
7% more funds holding
Funds holding: 100 → 107 (+7)
0.79% more ownership
Funds ownership: 53.08% → 53.87% (+0.79%)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $226K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$27.4M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$24.6M |
| 3 |
Jane Street
New York
|
+$9.9M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$7.67M |
| 5 |
LPL Financial
San Diego,
California
|
+$6.94M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$4.73M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$3.12M |
| 3 |
OPCM
Osborne Partners Capital Management
San Francisco,
California
|
-$2.28M |
| 4 |
AIG
American International Group
New York
|
-$1.3M |
| 5 |
PHS
Pekin Hardy Strauss
Chicago,
Illinois
|
-$1.13M |
PDP Hedge Fund Activity: Q1 2015 in Review
107 of the 3,770 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Momentum ETF (PDP) for Q1 2015, worth a combined $1.01B — up 19% from $850M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new PDP positions and 11 closed out — a net gain of 8 holders — while 52 added to existing stakes and 29 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $27.4M. The largest seller was Deutsche Bank, exiting entirely with an estimated $4.73M sold.
- 107 institutional investors held Invesco Dorsey Wright Momentum ETF (PDP) as of Q1 2015, up from 100 in Q4 2014.
- Funds reported $1.01B of Invesco Dorsey Wright Momentum ETF stock for Q1 2015, up 19% quarter-over-quarter.
- 19 funds opened new Invesco Dorsey Wright Momentum ETF positions in Q1 2015 and 11 closed out, a net change of +8 holders.
- The largest Invesco Dorsey Wright Momentum ETF buyer in Q1 2015 was Morgan Stanley, an estimated $27.4M added.
- The largest Invesco Dorsey Wright Momentum ETF seller in Q1 2015 was Deutsche Bank, an estimated $4.73M sold.
Based on aggregated 13F filings for Q1 2015.