We are live on ! Find out more
PDP icon

Invesco Dorsey Wright Momentum ETF
PDP

169 hedge funds and large institutions have $559M invested in Invesco Dorsey Wright Momentum ETF in 2022 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 36 increasing their positions, 67 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

50% more call options, than puts

Call options by funds: $304K | Put options by funds: $203K

0.17% less ownership

Funds ownership: 53.81% → 53.64% (-0.17%)

2% less capital invested

Capital invested by funds: $568M → $559M (-$9.54M)

2% less funds holding

Funds holding: 173 → 169 (-4)

27% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 11

46% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 67

Holders
169
Holders Change
-4
Holders Change %
-2.31%
% of All Funds
2.91%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
8
Increased
36
Reduced
67
Closed
11
Calls
$304K
Puts
$203K
Net Calls
+$101K
Net Calls Change
-$716K

Top Buyers

Rank Fund Capital Flow
1
NC
NewSquare Capital
Pennsylvania
+$10.7M
2
PFS
Prospera Financial Services
Texas
+$7.06M
3
MWM
MinichMacGregor Wealth Management
New York
+$4.84M
4
Bank of America
Bank of America
North Carolina
+$2.05M
5
TRCT
Tower Research Capital (TRC)
New York
+$1.28M

Top Sellers

Rank Fund Capital Flow
1
RJFSA
Raymond James Financial Services Advisors
Florida
-$8.23M
2
Wells Fargo
Wells Fargo
California
-$3.56M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$3.05M
4
Morgan Stanley
Morgan Stanley
New York
-$2.45M
5
SC
Savant Capital
Illinois
-$1.82M
Name Holding Trade Value Shares
Change 		Change in
Stake
IFWM
26
Institute for Wealth Management
Colorado
$3.65M -$14.1K -193 -0.4%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$3.38M -$393K -5,400 -10%
Mercer Global Advisors
28
Mercer Global Advisors
Colorado
$3.24M -$4.66K -64 -0.1%
OPCM
29
Osborne Partners Capital Management
California
$3.24M – – –
DADC
30
D.A. Davidson & Co
Montana
$3.13M -$47.4K -651 -1%
TWM
31
Tradition Wealth Management
Minnesota
$3.05M -$712K -9,768 -18%
EWA
32
EP Wealth Advisors
California
$2.6M -$9.54K -131 -0.3%
BRWA
33
B. Riley Wealth Advisors
Florida
$2.53M +$264K +3,627 +11%
MIM
34
MTM Investment Management
South Carolina
$2.37M -$20.4K -280 -0.8%
Citadel Advisors
35
Citadel Advisors
Florida
$2.21M +$178K +2,438 +8%
MAP
36
Milestone Advisory Partners
North Carolina
$2.16M -$770K -10,562 -25%
William Blair & Company
37
William Blair & Company
Illinois
$2.01M -$10.9K -150 -0.5%
SI
38
Stephens Inc
Arkansas
$1.92M -$487K -6,682 -19%
SFG
39
Sovereign Financial Group
Connecticut
$1.9M +$364 +5 +0%
MWM
40
MorganRosel Wealth Management
Colorado
$1.78M -$116K -1,595 -6%
GSC
41
G&S Capital
Colorado
$1.67M +$102K +1,396 +6%
SCA
42
Snowden Capital Advisors
New York
$1.56M -$600K -8,231 -26%
FPCP
43
Fort Point Capital Partners
California
$1.35M +$2.91K +40 +0.2%
CIAS
44
Capital Investment Advisory Services
North Carolina
$1.33M -$15.2K -209 -1%
MML Investors Services
45
MML Investors Services
Massachusetts
$1.23M +$99.4K +1,364 +8%
TRCT
46
Tower Research Capital (TRC)
New York
$1.18M +$1.28M +17,503 New
RJT
47
Raymond James Trust
Florida
$1.15M +$112K +1,532 +10%
RWA
48
Rainsberger Wealth Advisors
Colorado
$1.11M +$10.9K +149 +0.9%
CA
49
Calton & Associates
Florida
$1.02M +$75.6K +1,037 +7%
BF
50
BOK Financial
Oklahoma
$997K – – –
1
2
3 4 5

PDP Hedge Fund Activity: Q3 2022 in Review

169 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Momentum ETF (PDP) for Q3 2022, worth a combined $559M — down 1.7% from $568M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of PDP and 8 opened new positions — a net loss of 3 holders — while 67 trimmed existing stakes and 36 added.

The largest buyer was NewSquare Capital, adding an estimated $10.7M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $8.23M.

  • 169 institutional investors held Invesco Dorsey Wright Momentum ETF (PDP) as of Q3 2022, down from 173 in Q2 2022.
  • Funds reported $559M of Invesco Dorsey Wright Momentum ETF stock for Q3 2022, down 1.7% quarter-over-quarter.
  • 8 funds opened new Invesco Dorsey Wright Momentum ETF positions in Q3 2022 and 11 closed out, a net change of -3 holders.
  • The largest Invesco Dorsey Wright Momentum ETF buyer in Q3 2022 was NewSquare Capital, an estimated $10.7M added.
  • The largest Invesco Dorsey Wright Momentum ETF seller in Q3 2022 was Raymond James Financial Services Advisors, an estimated $8.23M sold.

Based on aggregated 13F filings for Q3 2022.