Invesco Dorsey Wright Momentum ETF
172 hedge funds and large institutions have $608M invested in Invesco Dorsey Wright Momentum ETF in 2023 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 41 increasing their positions, 51 reducing their positions, and 12 closing their positions.
110% more call options, than puts
Call options by funds: $485K | Put options by funds: $231K
2.44% more ownership
Funds ownership: 54.13% → 56.57% (+2.4%)
1% more capital invested
Capital invested by funds: $604M → $608M (+$4.2M)
0% more funds holding
Funds holding: 172 → 172 (0)
0% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 12
20% less repeat investments, than reductions
Existing positions increased: 41 | Existing positions reduced: 51
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
Top Buyers
| 1 |
NC
NewSquare Capital
Newtown Square,
Pennsylvania
|
+$8.14M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$6.27M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$6.25M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$3.54M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$2.76M |
Top Sellers
| 1 |
PFS
Prospera Financial Services
Dallas,
Texas
|
-$1.17M |
| 2 |
CA
Calton & Associates
Tampa,
Florida
|
-$1.16M |
| 3 |
Rockefeller Capital Management
New York
|
-$634K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$567K |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$504K |
PDP Hedge Fund Activity: Q3 2023 in Review
172 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Momentum ETF (PDP) for Q3 2023, worth a combined $608M — up 0.7% from $604M a quarter earlier.
Fund positioning in PDP was balanced in Q3 2023: 12 funds opened new positions, 12 closed out, 41 added to existing stakes and 51 trimmed.
The largest buyer was NewSquare Capital, adding an estimated $8.14M. The largest seller was Prospera Financial Services, cutting an estimated $1.17M.
- 172 institutional investors held Invesco Dorsey Wright Momentum ETF (PDP) as of Q3 2023, unchanged from Q2 2023.
- Funds reported $608M of Invesco Dorsey Wright Momentum ETF stock for Q3 2023, up 0.7% quarter-over-quarter.
- 12 funds opened new Invesco Dorsey Wright Momentum ETF positions in Q3 2023 and 12 closed out, a net change of 0 holders.
- The largest Invesco Dorsey Wright Momentum ETF buyer in Q3 2023 was NewSquare Capital, an estimated $8.14M added.
- The largest Invesco Dorsey Wright Momentum ETF seller in Q3 2023 was Prospera Financial Services, an estimated $1.17M sold.
Based on aggregated 13F filings for Q3 2023.