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Invesco Dorsey Wright Momentum ETF
PDP

153 hedge funds and large institutions have $897M invested in Invesco Dorsey Wright Momentum ETF in 2017 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 35 increasing their positions, 53 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 8

50% more funds holding in top 10

Funds holding in top 10: 6 → 9 (+3)

21% more funds holding

Funds holding: 126 → 153 (+27)

17% more capital invested

Capital invested by funds: $768M → $897M (+$130M)

3.78% more ownership

Funds ownership: 54.75% → 58.53% (+3.8%)

34% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 53

Holders
153
Holders Change
+27
Holders Change %
+21.43%
% of All Funds
3.47%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.2%
New
36
Increased
35
Reduced
53
Closed
8
Calls
$537K
Puts
–
Net Calls
+$537K
Net Calls Change
-$110K

Top Buyers

1
GA
Gateway Advisory
New Jersey
+$45M
2
QA
Quantitative Advantage
Minnesota
+$14.9M
3
UBS Group
UBS Group
Switzerland
+$3.86M
4
LPL Financial
LPL Financial
California
+$3.28M
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$3.08M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$10.4M
2
CFA
Carroll Financial Associates
North Carolina
-$4.21M
3
TSS
Two Sigma Securities
New York
-$3.49M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$3.49M
5
NPC
National Planning Corporation
California
-$2.71M
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$106M -$10.4M -205,034 -9%
GA
2
Gateway Advisory
New Jersey
$80.1M +$45M +886,364 +133%
Wells Fargo
3
Wells Fargo
California
$73.2M -$2.16M -42,527 -3%
RJA
4
Raymond James & Associates
Florida
$48.6M -$1.08M -21,228 -2%
UBS Group
5
UBS Group
Switzerland
$47.7M +$3.86M +76,028 +9%
MML Investors Services
6
MML Investors Services
Massachusetts
$42.7M +$110K +2,157 +0.3%
Bank of America
7
Bank of America
North Carolina
$39.3M -$200K -3,945 -0.5%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$37.8M -$545K -10,732 -1%
PFS
9
Prospera Financial Services
Texas
$35M -$1.15M -22,584 -3%
SG
10
Strid Group
Pennsylvania
$29.1M +$828K +16,296 +3%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$28.5M +$333K +6,562 +1%
NC
12
NewSquare Capital
Pennsylvania
$26.1M -$1.19M -23,441 -4%
SFI
13
SPC Financial Inc
Maryland
$24.1M +$911K +17,950 +4%
LPL Financial
14
LPL Financial
California
$24.1M +$3.28M +64,648 +16%
CCS
15
Crosspoint Capital Strategies
California
$18.3M -$38.6K -761 -2%
Ameriprise
16
Ameriprise
Minnesota
$17M +$680K +13,394 +4%
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$16.9M +$3.08M +60,691 +23%
QA
18
Quantitative Advantage
Minnesota
$15.1M +$14.9M +292,447 New
BTS
19
BB&T Securities
Virginia
$14.8M +$1.2M +23,629 +9%
Wealth Enhancement Advisory Services
20
Wealth Enhancement Advisory Services
Minnesota
$14.5M -$45.2K -891 -0.3%
AG
21
Advisor Group
Arizona
$12.7M +$731K +14,401 +6%
Carson Wealth (CWM LLC)
22
Carson Wealth (CWM LLC)
Nebraska
$10.5M +$426K +8,397 +4%
NA
23
NewEdge Advisors
Louisiana
$10.2M -$13.2K -260 -0.1%
FAAS
24
First Allied Advisory Services
California
$9.51M -$475K -9,362 -5%
Stifel Financial
25
Stifel Financial
Missouri
$8.46M -$468K -9,216 -5%
1
2 3 4 5

PDP Hedge Fund Activity: Q4 2017 in Review

153 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Momentum ETF (PDP) for Q4 2017, worth a combined $897M — up 17% from $768M a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new PDP positions and 8 closed out — a net gain of 28 holders — while 35 added to existing stakes and 53 trimmed.

The largest buyer was Gateway Advisory, adding an estimated $45M. The largest seller was Morgan Stanley, cutting an estimated $10.4M.

  • 153 institutional investors held Invesco Dorsey Wright Momentum ETF (PDP) as of Q4 2017, up from 126 in Q3 2017.
  • Funds reported $897M of Invesco Dorsey Wright Momentum ETF stock for Q4 2017, up 17% quarter-over-quarter.
  • 36 funds opened new Invesco Dorsey Wright Momentum ETF positions in Q4 2017 and 8 closed out, a net change of +28 holders.
  • The largest Invesco Dorsey Wright Momentum ETF buyer in Q4 2017 was Gateway Advisory, an estimated $45M added.
  • The largest Invesco Dorsey Wright Momentum ETF seller in Q4 2017 was Morgan Stanley, an estimated $10.4M sold.

Based on aggregated 13F filings for Q4 2017.