PDP icon

Invesco Dorsey Wright Momentum ETF
PDP

Overview Fund Activity

192 hedge funds and large institutions have $726M invested in Invesco Dorsey Wright Momentum ETF in 2024 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 45 increasing their positions, 55 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
192
Holders Change
+14
Holders Change %
+7.87%
% of All Funds
2.78%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
25
Increased
45
Reduced
55
Closed
9
Calls
$365K
Puts
–
Net Calls
+$365K
Net Calls Change
-$80K

Top Buyers

1
NC
1
NewSquare Capital
Pennsylvania
$34.5M
2
WA
2
Win Advisors
Florida
$6.17M
3
Bank of America
3
Bank of America
North Carolina
$47.6M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$34.5M
5
GAA
5
Global Assets Advisory
Florida
$3.2M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$77.6M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$9.62M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$9.19M
4
LPL Financial
4
LPL Financial
California
$23M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$12M
Name Holding Trade Value Shares
Change 		Shares
Change %
TWM
26
Tradition Wealth Management
Minnesota
$5.29M +$854K +8,647 +19%
PAG
27
Private Advisory Group
Washington
$5.29M +$2.9M +29,351 +121%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$5M +$290K +2,934 +6%
IFWM
29
Institute for Wealth Management
Colorado
$4.76M -$23.1K -234 -0.5%
OPCM
30
Osborne Partners Capital Management
California
$4.03M -$272K -2,757 -6%
EWA
31
EP Wealth Advisors
California
$3.78M -$6.92K -70 -0.2%
JCFM
32
JBR Co Financial Management
Oklahoma
$3.39M -$511K -5,173 -13%
MIM
33
MTM Investment Management
South Carolina
$3.26M – – –
GAA
34
Global Assets Advisory
Florida
$3.2M +$3.2M +314,224 New
Truist Financial
35
Truist Financial
North Carolina
$3.06M -$347K -3,511 -10%
Cetera Investment Advisers
36
Cetera Investment Advisers
Illinois
$2.92M +$2.13M +21,577 +269%
Mercer Global Advisors
37
Mercer Global Advisors
Colorado
$2.8M -$460K -4,654 -14%
William Blair & Company
38
William Blair & Company
Illinois
$2.74M -$19.8K -200 -0.7%
PI
39
PFG Investments
New York
$2.39M +$947K +9,585 +66%
GSC
40
G&S Capital
Colorado
$2.38M -$200K -2,028 -8%
BRWA
41
B. Riley Wealth Advisors
Florida
$2.36M +$92.3K +1,199 +4%
MWM
42
MorganRosel Wealth Management
Colorado
$2.31M -$92K -931 -4%
DADC
43
D.A. Davidson & Co
Montana
$2.18M +$11.6K +117 +0.5%
SFG
44
Sovereign Financial Group
Connecticut
$2.11M +$99 +1 +0%
WA
45
Waverly Advisors
Alabama
$2M +$1.4M +14,181 +234%
LCM
46
Lunt Capital Management
Utah
$1.98M -$103K -1,039 -5%
FA
47
Forefront Analytics
Pennsylvania
$1.92M +$494 +5 +0%
CIAS
48
Capital Investment Advisory Services
North Carolina
$1.9M +$2.07K +21 +0.1%
MML Investors Services
49
MML Investors Services
Massachusetts
$1.89M +$28.1K +284 +2%
SPIA
50
Steward Partners Investment Advisory
New York
$1.86M +$968K +9,798 +109%
1
2
3 4 5