PDP icon

Invesco Dorsey Wright Momentum ETF
PDP

Overview Fund Activity

178 hedge funds and large institutions have $702M invested in Invesco Dorsey Wright Momentum ETF in 2023 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 43 increasing their positions, 57 reducing their positions, and 11 closing their positions.

Holders
178
Holders Change
+8
Holders Change %
+4.71%
% of All Funds
2.61%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
22
Increased
43
Reduced
57
Closed
11
Calls
$445K
Puts
–
Net Calls
+$445K
Net Calls Change
+$191K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$145M
2
LPL Financial
2
LPL Financial
California
$21.4M
3
GA
3
Gateway Advisory
New Jersey
$17.6M
4
UBS Group
4
UBS Group
Switzerland
$20.6M
5
CA
5
Calton & Associates
Florida
$1.22M

Top Sellers

1
CWP
1
Cyndeo Wealth Partners
Florida
$876K
2
NC
2
NewSquare Capital
Pennsylvania
$23.1M
3
PFS
3
Prospera Financial Services
Texas
$21.3M
4
Wells Fargo
4
Wells Fargo
California
$50M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$10.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$4.08M -$326K -3,815 -7%
TWM
27
Tradition Wealth Management
Minnesota
$3.83M +$8.19K +96 +0.2%
OPCM
28
Osborne Partners Capital Management
California
$3.72M -$59.8K -700 -2%
JCFM
29
JBR Co Financial Management
Oklahoma
$3.38M +$3.38M +39,532 New
EWA
30
EP Wealth Advisors
California
$3.28M -$26.2K -307 -0.8%
Truist Financial
31
Truist Financial
North Carolina
$2.95M -$69.2K -809 -2%
Mercer Global Advisors
32
Mercer Global Advisors
Colorado
$2.82M -$558K -6,530 -17%
MIM
33
MTM Investment Management
South Carolina
$2.82M -$855 -10 -0%
BRWA
34
B. Riley Wealth Advisors
Florida
$2.52M -$103K -1,199 -4%
William Blair & Company
35
William Blair & Company
Illinois
$2.39M -$98.3K -1,150 -4%
GSC
36
G&S Capital
Colorado
$2.24M -$7.87K -92 -0.4%
MWM
37
MorganRosel Wealth Management
Colorado
$2.08M -$33.9K -397 -2%
PAG
38
Private Advisory Group
Washington
$2.07M +$924K +10,805 +81%
DADC
39
D.A. Davidson & Co
Montana
$1.88M -$144K -1,679 -7%
SFG
40
Sovereign Financial Group
Connecticut
$1.83M -$565K -6,606 -24%
LCM
41
Lunt Capital Management
Utah
$1.8M +$75.7K +886 +4%
FA
42
Forefront Analytics
Pennsylvania
$1.66M +$1.88K +22 +0.1%
CIAS
43
Capital Investment Advisory Services
North Carolina
$1.64M -$53.9K -631 -3%
MML Investors Services
44
MML Investors Services
Massachusetts
$1.61M +$11.9K +139 +0.7%
MWM
45
MGB Wealth Management
Texas
$1.49M +$1.49M +17,387 New
FPCP
46
Fort Point Capital Partners
California
$1.46M -$69.3K -811 -5%
AWM
47
AE Wealth Management
Kansas
$1.45M +$144K +1,655 +11%
SCA
48
Snowden Capital Advisors
New York
$1.44M +$51.3K +600 +4%
RJT
49
Raymond James Trust
Florida
$1.38M -$598 -7 -0%
BA
50
Bridgewater Advisors
New York
$1.26M – – –
1
2
3 4 5