PDP icon

Invesco Dorsey Wright Momentum ETF
PDP

Overview Fund Activity

199 hedge funds and large institutions have $1.08B invested in Invesco Dorsey Wright Momentum ETF in 2021 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 41 increasing their positions, 74 reducing their positions, and 17 closing their positions.

Holders
199
Holders Change
+16
Holders Change %
+8.74%
% of All Funds
3.07%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
34
Increased
41
Reduced
74
Closed
17
Calls
$963K
Puts
–
Net Calls
+$963K
Net Calls Change
+$415K

Top Buyers

1
GA
1
Gateway Advisory
New Jersey
$95.8M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$23.7M
3
Rockefeller Capital Management
3
Rockefeller Capital Management
New York
$6.71M
4
MAP
4
Milestone Advisory Partners
North Carolina
$7.56M
5
RJA
5
Raymond James & Associates
Florida
$68.6M

Top Sellers

1
Citigroup
1
Citigroup
New York
$218K
2
AWM
2
AE Wealth Management
Kansas
$1M
3
AWM
3
Affinity Wealth Management
Delaware
$0
4
Truist Financial
4
Truist Financial
North Carolina
$8.5M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$5.85M
Name Market Value Shares Shares
Change 		Shares
Change %
MAP
26
Milestone Advisory Partners
North Carolina
$7.56M 79,979 +36,647 +85%
Rockefeller Capital Management
27
Rockefeller Capital Management
New York
$6.71M 70,944 +37,857 +114%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$6.45M 68,206 +4,242 +7%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$5.85M 61,915 -49,090 -44%
NFG
30
Nations Financial Group
Iowa
$5.75M 60,786 +27,838 +84%
Mercer Global Advisors
31
Mercer Global Advisors
Colorado
$5.34M 56,488 -1,279 -2%
IFWM
32
Institute for Wealth Management
Colorado
$5.18M 54,766 -484 -0.9%
OPCM
33
Osborne Partners Capital Management
California
$4.8M 50,737 -1,950 -4%
EWA
34
EP Wealth Advisors
California
$4.14M 43,814 +1,612 +4%
William Blair & Company
35
William Blair & Company
Illinois
$3.45M 36,500 – –
SI
36
Stephens Inc
Arkansas
$3.36M 35,523 -6,032 -15%
MIM
37
MTM Investment Management
South Carolina
$3.36M 35,527 -2 -0%
KAS
38
Kestra Advisory Services
Texas
$3.32M 35,171 -1,427 -4%
SCA
39
Snowden Capital Advisors
New York
$3.17M 33,506 +6,939 +26%
BRWA
40
B. Riley Wealth Advisors
Florida
$3.15M 33,345 -332 -1%
SFG
41
Sovereign Financial Group
Connecticut
$2.72M 28,814 +28,814 New
GSC
42
G&S Capital
Colorado
$2.64M 27,895 -1,763 -6%
SC
43
Scotia Capital
Ontario, Canada
$2.2M 23,304 +745 +3%
WWM
44
Western Wealth Management
Colorado
$2.16M 22,819 +22,819 New
SC
45
Savant Capital
Illinois
$2.15M 22,740 +22,740 New
SFI
46
SPC Financial Inc
Maryland
$2.01M 21,230 -410 -2%
CWA
47
Capital Wealth Alliance
Arizona
$1.95M 20,610 -2,474 -11%
CIAS
48
Capital Investment Advisory Services
North Carolina
$1.93M 20,417 +13,041 +177%
BFEC
49
Benjamin F. Edwards & Company
Missouri
$1.88M 19,872 +10,391 +110%
FPCP
50
Fort Point Capital Partners
California
$1.79M 18,913 +1,080 +6%
1
2
3 4 5