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Invesco Dorsey Wright Momentum ETF

157 hedge funds and large institutions have $1.13B invested in Invesco Dorsey Wright Momentum ETF in 2019 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 57 increasing their positions, 54 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more call options, than puts

Call options by funds: $1.05M | Put options by funds: $591K

30% more capital invested

Capital invested by funds: $870M → $1.13B (+$258M)

25% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 16

15.41% more ownership

Funds ownership: 56.38%71.79% (+15%)

3% more funds holding

Funds holding: 153157 (+4)

6% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 54

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

Holders
157
Holders Change
+4
Holders Change %
+2.61%
% of All Funds
3.44%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.13%
New
20
Increased
57
Reduced
54
Closed
16
Calls
$1.05M
Puts
$591K
Net Calls
+$463K
Net Calls Change
-$315K
Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
1
Citigroup
New York
$269M +$271M +4,399,684 +38,794%
Wells Fargo
2
Wells Fargo
California
$87.1M +$1.25M +20,344 +1%
Morgan Stanley
3
Morgan Stanley
New York
$87M -$7.01M -113,710 -7%
RJA
4
Raymond James & Associates
Florida
$59.8M -$681K -11,053 -1%
UBS Group
5
UBS Group
Switzerland
$44.2M +$2.37M +38,459 +6%
PFS
6
Prospera Financial Services
Texas
$44M -$337K -5,470 -0.8%
Bank of America
7
Bank of America
North Carolina
$42M -$1.65M -26,823 -4%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$38.2M +$108K +1,748 +0.3%
NC
9
NewSquare Capital
Pennsylvania
$37.1M +$872K +14,137 +2%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$35.3M +$7.35M +119,182 +26%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$30.5M +$671K +10,876 +2%
LPL Financial
12
LPL Financial
California
$25.2M -$511K -8,285 -2%
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$24.1M +$212K +3,435 +0.9%
SFI
14
SPC Financial Inc
Maryland
$21.6M +$10.6M +171,687 +94%
GA
15
Gateway Advisory
New Jersey
$20.9M -$21.3M -345,261 -50%
SG
16
Strid Group
Pennsylvania
$18.6M -$465K -7,546 -2%
BTS
17
BB&T Securities
Virginia
$15.7M -$560K -9,082 -3%
Ameriprise
18
Ameriprise
Minnesota
$15.1M -$713K -11,558 -4%
NA
19
NewEdge Advisors
Louisiana
$13.2M +$760K +12,334 +6%
MML Investors Services
20
MML Investors Services
Massachusetts
$13M -$667K -10,824 -5%
Wealth Enhancement Advisory Services
21
Wealth Enhancement Advisory Services
Minnesota
$12.7M -$288K -4,665 -2%
AG
22
Advisor Group
Arizona
$11.7M -$119K -1,924 -1%
Stifel Financial
23
Stifel Financial
Missouri
$9.39M +$711K +11,540 +8%
MWM
24
MorganRosel Wealth Management
Colorado
$8.96M -$286K -4,635 -3%
AIP
25
Almanack Investment Partners
Pennsylvania
$6.91M -$323K -5,242 -4%

PDP Hedge Fund Activity: Q3 2019 in Review

157 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Momentum ETF (PDP) for Q3 2019, worth a combined $1.13B — up 30% from $870M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new PDP positions and 16 closed out — a net gain of 4 holders — while 57 added to existing stakes and 54 trimmed.

The largest buyer was Citigroup, adding an estimated $271M. The largest seller was Gateway Advisory, cutting an estimated $21.3M.

  • 157 institutional investors held Invesco Dorsey Wright Momentum ETF (PDP) as of Q3 2019, up from 153 in Q2 2019.
  • Funds reported $1.13B of Invesco Dorsey Wright Momentum ETF stock for Q3 2019, up 30% quarter-over-quarter.
  • 20 funds opened new Invesco Dorsey Wright Momentum ETF positions in Q3 2019 and 16 closed out, a net change of +4 holders.
  • The largest Invesco Dorsey Wright Momentum ETF buyer in Q3 2019 was Citigroup, an estimated $271M added.
  • The largest Invesco Dorsey Wright Momentum ETF seller in Q3 2019 was Gateway Advisory, an estimated $21.3M sold.

Based on aggregated 13F filings for Q3 2019.