Invesco Dorsey Wright Momentum ETF
113 hedge funds and large institutions have $710M invested in Invesco Dorsey Wright Momentum ETF in 2017 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 20 increasing their positions, 61 reducing their positions, and 10 closing their positions.
9,867% more call options, than puts
Call options by funds: $299K | Put options by funds: $3K
0% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 10
2% less funds holding
Funds holding: 115 → 113 (-2)
13.31% less ownership
Funds ownership: 59.6% → 46.29% (-13%)
29% less funds holding in top 10
Funds holding in top 10: 7 → 5 (-2)
67% less repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 61
94% less capital inflows, than outflows
Capital inflows: $7.03M | Capital outflows: $119M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Private Advisory Group
Redmond,
Washington
|
+$1.6M |
| 2 |
First Allied Advisory Services
San Diego,
California
|
+$1.53M |
| 3 |
Carroll Financial Associates
Charlotte,
North Carolina
|
+$1.2M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$604K |
| 5 |
RKL Wealth Management
Lancaster,
Pennsylvania
|
+$593K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$21.8M |
| 2 |
Morgan Stanley
New York
|
-$18M |
| 3 |
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$12.3M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$11.5M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$10M |
PDP Hedge Fund Activity: Q1 2017 in Review
113 of the 4,035 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Momentum ETF (PDP) for Q1 2017, worth a combined $710M — down 17% from $850M a quarter earlier.
Fund positioning in PDP was balanced in Q1 2017: 10 funds opened new positions, 10 closed out, 20 added to existing stakes and 61 trimmed.
The largest buyer was Private Advisory Group, adding an estimated $1.6M. The largest seller was Wells Fargo, cutting an estimated $21.8M.
- 113 institutional investors held Invesco Dorsey Wright Momentum ETF (PDP) as of Q1 2017, down from 115 in Q4 2016.
- Funds reported $710M of Invesco Dorsey Wright Momentum ETF stock for Q1 2017, down 17% quarter-over-quarter.
- 10 funds opened new Invesco Dorsey Wright Momentum ETF positions in Q1 2017 and 10 closed out, a net change of 0 holders.
- The largest Invesco Dorsey Wright Momentum ETF buyer in Q1 2017 was Private Advisory Group, an estimated $1.6M added.
- The largest Invesco Dorsey Wright Momentum ETF seller in Q1 2017 was Wells Fargo, an estimated $21.8M sold.
Based on aggregated 13F filings for Q1 2017.