Invesco Dorsey Wright Momentum ETF
118 hedge funds and large institutions have $997M invested in Invesco Dorsey Wright Momentum ETF in 2015 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 55 increasing their positions, 27 reducing their positions, and 9 closing their positions.
122% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 9
104% more repeat investments, than reductions
Existing positions increased: 55 | Existing positions reduced: 27
9% more funds holding
Funds holding: 108 → 118 (+10)
2.21% more ownership
Funds ownership: 52.08% → 54.29% (+2.2%)
3% more capital invested
Capital invested by funds: $972M → $997M (+$25.4M)
38% less funds holding in top 10
Funds holding in top 10: 8 → 5 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$28.7M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$22M |
| 3 |
Goldman Sachs
New York
|
+$21.2M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$8.37M |
| 5 |
Jane Street
New York
|
+$8.07M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$18.8M |
| 2 |
Morgan Stanley
New York
|
-$15.7M |
| 3 |
BAAM
Baker Avenue Asset Management
San Francisco,
California
|
-$9.13M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$3.31M |
| 5 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$2.82M |
PDP Hedge Fund Activity: Q3 2015 in Review
118 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Momentum ETF (PDP) for Q3 2015, worth a combined $997M — up 2.6% from $972M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new PDP positions and 9 closed out — a net gain of 11 holders — while 55 added to existing stakes and 27 trimmed.
The largest buyer was UBS Group, adding an estimated $28.7M. The largest seller was Wells Fargo, cutting an estimated $18.8M.
- 118 institutional investors held Invesco Dorsey Wright Momentum ETF (PDP) as of Q3 2015, up from 108 in Q2 2015.
- Funds reported $997M of Invesco Dorsey Wright Momentum ETF stock for Q3 2015, up 2.6% quarter-over-quarter.
- 20 funds opened new Invesco Dorsey Wright Momentum ETF positions in Q3 2015 and 9 closed out, a net change of +11 holders.
- The largest Invesco Dorsey Wright Momentum ETF buyer in Q3 2015 was UBS Group, an estimated $28.7M added.
- The largest Invesco Dorsey Wright Momentum ETF seller in Q3 2015 was Wells Fargo, an estimated $18.8M sold.
Based on aggregated 13F filings for Q3 2015.