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Invesco Dorsey Wright Momentum ETF
PDP

173 hedge funds and large institutions have $568M invested in Invesco Dorsey Wright Momentum ETF in 2022 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 31 increasing their positions, 69 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.01% more ownership

Funds ownership: 53.79% → 53.81% (+0.01%)

5% less funds holding

Funds holding: 183 → 173 (-10)

22% less capital invested

Capital invested by funds: $731M → $568M (-$163M)

32% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 22

50% less funds holding in top 10

Funds holding in top 10: 4 → 2 (-2)

55% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 69

Holders
173
Holders Change
-10
Holders Change %
-5.46%
% of All Funds
2.91%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
15
Increased
31
Reduced
69
Closed
22
Calls
$817K
Puts
–
Net Calls
+$817K
Net Calls Change
+$145K

Top Buyers

1
SC
Savant Capital
Illinois
+$14.7M
2
NA
NewEdge Advisors
Louisiana
+$2.07M
3
Bank of America
Bank of America
North Carolina
+$1.66M
4
Citadel Advisors
Citadel Advisors
Florida
+$1.64M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.48M

Top Sellers

1
NC
NewSquare Capital
Pennsylvania
-$12M
2
PFS
Prospera Financial Services
Texas
-$11.4M
3
LPL Financial
LPL Financial
California
-$7.93M
4
RJFSA
Raymond James Financial Services Advisors
Florida
-$7.81M
5
Wells Fargo
Wells Fargo
California
-$4.98M
Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
26
Tradition Wealth Management
Minnesota
$3.74M -$4.79M -63,960 -54%
IFWM
27
Institute for Wealth Management
Colorado
$3.69M -$18.9K -252 -0.5%
Mercer Global Advisors
28
Mercer Global Advisors
Colorado
$3.27M -$387K -5,164 -10%
OPCM
29
Osborne Partners Capital Management
California
$3.26M -$34.1K -455 -0.9%
DADC
30
D.A. Davidson & Co
Montana
$3.2M -$129K -1,717 -4%
MAP
31
Milestone Advisory Partners
North Carolina
$2.92M -$2.61M -34,827 -45%
EWA
32
EP Wealth Advisors
California
$2.63M -$52.4K -700 -2%
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
$2.45M +$1.48M +19,711 +121%
MIM
34
MTM Investment Management
South Carolina
$2.43M -$19.1K -255 -0.7%
SI
35
Stephens Inc
Arkansas
$2.39M -$45.2K -603 -2%
BRWA
36
B. Riley Wealth Advisors
Florida
$2.3M -$114K -1,521 -4%
SCA
37
Snowden Capital Advisors
New York
$2.13M -$599 -8 -0%
Citadel Advisors
38
Citadel Advisors
Florida
$2.06M +$1.64M +21,911 +260%
William Blair & Company
39
William Blair & Company
Illinois
$2.04M -$18.7K -250 -0.8%
SFG
40
Sovereign Financial Group
Connecticut
$1.92M – – –
MWM
41
MorganRosel Wealth Management
Colorado
$1.9M +$147K +1,960 +8%
GSC
42
G&S Capital
Colorado
$1.59M +$31.2K +417 +2%
CWA
43
Capital Wealth Alliance
Arizona
$1.4M -$74.8K -999 -5%
FPCP
44
Fort Point Capital Partners
California
$1.35M +$75 +1 +0%
CIAS
45
Capital Investment Advisory Services
North Carolina
$1.35M – – –
OMC
46
Old Mission Capital
Illinois
$1.22M +$869K +11,602 +184%
MML Investors Services
47
MML Investors Services
Massachusetts
$1.15M +$23.6K +315 +2%
RWA
48
Rainsberger Wealth Advisors
Colorado
$1.11M -$77.2K -1,031 -6%
WWM
49
Western Wealth Management
Colorado
$1.07M -$1.19M -15,956 -50%
RJT
50
Raymond James Trust
Florida
$1.05M – – –
1
2
3 4 5

PDP Hedge Fund Activity: Q2 2022 in Review

173 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Momentum ETF (PDP) for Q2 2022, worth a combined $568M — down 22% from $731M a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of PDP and 15 opened new positions — a net loss of 7 holders — while 69 trimmed existing stakes and 31 added.

The largest buyer was Savant Capital, adding an estimated $14.7M. The largest seller was NewSquare Capital, cutting an estimated $12M.

  • 173 institutional investors held Invesco Dorsey Wright Momentum ETF (PDP) as of Q2 2022, down from 183 in Q1 2022.
  • Funds reported $568M of Invesco Dorsey Wright Momentum ETF stock for Q2 2022, down 22% quarter-over-quarter.
  • 15 funds opened new Invesco Dorsey Wright Momentum ETF positions in Q2 2022 and 22 closed out, a net change of -7 holders.
  • The largest Invesco Dorsey Wright Momentum ETF buyer in Q2 2022 was Savant Capital, an estimated $14.7M added.
  • The largest Invesco Dorsey Wright Momentum ETF seller in Q2 2022 was NewSquare Capital, an estimated $12M sold.

Based on aggregated 13F filings for Q2 2022.