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Invesco Dorsey Wright Momentum ETF

153 hedge funds and large institutions have $870M invested in Invesco Dorsey Wright Momentum ETF in 2019 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 47 increasing their positions, 57 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

226% more call options, than puts

Call options by funds: $1.12M | Put options by funds: $344K

60% more funds holding in top 10

Funds holding in top 10: 58 (+3)

23% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 13

11% more capital invested

Capital invested by funds: $784M → $870M (+$85.5M)

2.55% more ownership

Funds ownership: 53.83%56.38% (+2.5%)

3% less funds holding

Funds holding: 157153 (-4)

18% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 57

Holders
153
Holders Change
-4
Holders Change %
-2.55%
% of All Funds
3.32%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.17%
New
16
Increased
47
Reduced
57
Closed
13
Calls
$1.12M
Puts
$344K
Net Calls
+$778K
Net Calls Change
+$432K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$93.1M -$2.88M -49,351 -3%
Wells Fargo
2
Wells Fargo
California
$85M -$2.79M -47,878 -3%
RJA
3
Raymond James & Associates
Florida
$59.9M +$5.86M +100,342 +11%
PFS
4
Prospera Financial Services
Texas
$44.9M +$42.5M +728,282 New
Bank of America
5
Bank of America
North Carolina
$43.3M +$3.36M +57,532 +9%
GA
6
Gateway Advisory
New Jersey
$41.5M -$44.5M -762,726 -53%
UBS Group
7
UBS Group
Switzerland
$41.4M -$232K -3,983 -0.6%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$37.8M +$534K +9,148 +1%
NC
9
NewSquare Capital
Pennsylvania
$35.9M -$510K -8,743 -1%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$29.6M -$347K -5,953 -1%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$27.8M -$119K -2,039 -0.4%
LPL Financial
12
LPL Financial
California
$25.5M +$563K +9,649 +2%
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$23.7M -$459K -7,869 -2%
SG
14
Strid Group
Pennsylvania
$18.9M -$568K -9,734 -3%
BTS
15
BB&T Securities
Virginia
$16.1M -$1.14M -19,514 -7%
Ameriprise
16
Ameriprise
Minnesota
$15.7M -$225K -3,861 -1%
MML Investors Services
17
MML Investors Services
Massachusetts
$13.5M +$912K +15,624 +8%
Wealth Enhancement Advisory Services
18
Wealth Enhancement Advisory Services
Minnesota
$13.2M -$306K -5,247 -2%
NA
19
NewEdge Advisors
Louisiana
$12.4M +$576K +9,868 +5%
AG
20
Advisor Group
Arizona
$11.7M -$2.34M -40,135 -17%
SFI
21
SPC Financial Inc
Maryland
$11.1M +$219K +3,760 +2%
TC
22
Trilogy Capital
California
$10.2M +$3.34M +57,256 +53%
MWM
23
MorganRosel Wealth Management
Colorado
$9.15M +$1.66M +28,521 +23%
EC
24
Estate Counselors
Wisconsin
$8.66M +$8.04M +137,700 +2,314%
Stifel Financial
25
Stifel Financial
Missouri
$8.62M +$180K +3,085 +2%

PDP Hedge Fund Activity: Q2 2019 in Review

153 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Momentum ETF (PDP) for Q2 2019, worth a combined $870M — up 11% from $784M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new PDP positions and 13 closed out — a net gain of 3 holders — while 47 added to existing stakes and 57 trimmed.

The largest buyer was Prospera Financial Services, opening a new position worth an estimated $42.5M. The largest seller was Gateway Advisory, cutting an estimated $44.5M.

  • 153 institutional investors held Invesco Dorsey Wright Momentum ETF (PDP) as of Q2 2019, down from 157 in Q1 2019.
  • Funds reported $870M of Invesco Dorsey Wright Momentum ETF stock for Q2 2019, up 11% quarter-over-quarter.
  • 16 funds opened new Invesco Dorsey Wright Momentum ETF positions in Q2 2019 and 13 closed out, a net change of +3 holders.
  • The largest Invesco Dorsey Wright Momentum ETF buyer in Q2 2019 was Prospera Financial Services, an estimated $42.5M added.
  • The largest Invesco Dorsey Wright Momentum ETF seller in Q2 2019 was Gateway Advisory, an estimated $44.5M sold.

Based on aggregated 13F filings for Q2 2019.