Invesco Dorsey Wright Momentum ETF
PDP
147 hedge funds and large institutions have $861M invested in Invesco Dorsey Wright Momentum ETF in 2018 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 41 increasing their positions, 58 reducing their positions, and 19 closing their positions.
6,917% more call options, than puts
Call options by funds: $421K | Put options by funds: $6K
0% more funds holding in top 10
Funds holding in top 10: 8 → 8 (0)
4% less capital invested
Capital invested by funds: $901M → $861M (-$39.9M)
2.18% less ownership
Funds ownership: 58.57% → 56.39% (-2.2%)
4% less funds holding
Funds holding: 153 → 147 (-6)
26% less first-time investments, than exits
New positions opened: 14 | Existing positions closed: 19
29% less repeat investments, than reductions
Existing positions increased: 41 | Existing positions reduced: 58
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$6.98M |
| 2 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$3.12M |
| 3 |
Morgan Stanley
New York
|
+$1.82M |
| 4 |
BCM
Barometer Capital Management
Toronto,
Ontario, Canada
|
+$1.63M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$1.61M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GA
Gateway Advisory
Westfield,
New Jersey
|
-$47.9M |
| 2 |
SG
Strid Group
Newtown Square,
Pennsylvania
|
-$9.43M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$6.61M |
| 4 |
IFWM
Institute for Wealth Management
Denver,
Colorado
|
-$3.34M |
| 5 |
Jane Street
New York
|
-$2.92M |
PDP Hedge Fund Activity: Q2 2018 in Review
147 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Momentum ETF (PDP) for Q2 2018, worth a combined $861M — down 4.4% from $901M a quarter earlier.
Sellers outnumbered buyers: 19 funds closed out of PDP and 14 opened new positions — a net loss of 5 holders — while 58 trimmed existing stakes and 41 added.
The largest buyer was Invesco, adding an estimated $6.98M. The largest seller was Gateway Advisory, cutting an estimated $47.9M.
- 147 institutional investors held Invesco Dorsey Wright Momentum ETF (PDP) as of Q2 2018, down from 153 in Q1 2018.
- Funds reported $861M of Invesco Dorsey Wright Momentum ETF stock for Q2 2018, down 4.4% quarter-over-quarter.
- 14 funds opened new Invesco Dorsey Wright Momentum ETF positions in Q2 2018 and 19 closed out, a net change of -5 holders.
- The largest Invesco Dorsey Wright Momentum ETF buyer in Q2 2018 was Invesco, an estimated $6.98M added.
- The largest Invesco Dorsey Wright Momentum ETF seller in Q2 2018 was Gateway Advisory, an estimated $47.9M sold.
Based on aggregated 13F filings for Q2 2018.