Invesco Dorsey Wright Momentum ETF
158 hedge funds and large institutions have $767M invested in Invesco Dorsey Wright Momentum ETF in 2020 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 34 increasing their positions, 63 reducing their positions, and 17 closing their positions.
490% more call options, than puts
Call options by funds: $2.38M | Put options by funds: $404K
24% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 17
19% more capital invested
Capital invested by funds: $645M → $767M (+$122M)
1% more funds holding
Funds holding: 156 → 158 (+2)
0.13% more ownership
Funds ownership: 52.34% → 52.47% (+0.13%)
14% less funds holding in top 10
Funds holding in top 10: 7 → 6 (-1)
46% less repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 63
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GA
Gateway Advisory
Westfield,
New Jersey
|
+$27.3M |
| 2 |
Morgan Stanley
New York
|
+$7.96M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$7.24M |
| 4 |
FTUS
Flow Traders U.S.
New York
|
+$3.44M |
| 5 |
LPL Financial
San Diego,
California
|
+$3.14M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$12.3M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$11.2M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$10.6M |
| 4 |
Baird Financial Group
Milwaukee,
Wisconsin
|
-$5.74M |
| 5 |
SFI
SPC Financial Inc
Rockville,
Maryland
|
-$5.65M |
PDP Hedge Fund Activity: Q2 2020 in Review
158 of the 4,888 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Momentum ETF (PDP) for Q2 2020, worth a combined $767M — up 19% from $645M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new PDP positions and 17 closed out — a net gain of 4 holders — while 34 added to existing stakes and 63 trimmed.
The largest buyer was Gateway Advisory, opening a new position worth an estimated $27.3M. The largest seller was Wells Fargo, cutting an estimated $12.3M.
- 158 institutional investors held Invesco Dorsey Wright Momentum ETF (PDP) as of Q2 2020, up from 156 in Q1 2020.
- Funds reported $767M of Invesco Dorsey Wright Momentum ETF stock for Q2 2020, up 19% quarter-over-quarter.
- 21 funds opened new Invesco Dorsey Wright Momentum ETF positions in Q2 2020 and 17 closed out, a net change of +4 holders.
- The largest Invesco Dorsey Wright Momentum ETF buyer in Q2 2020 was Gateway Advisory, an estimated $27.3M added.
- The largest Invesco Dorsey Wright Momentum ETF seller in Q2 2020 was Wells Fargo, an estimated $12.3M sold.
Based on aggregated 13F filings for Q2 2020.