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Invesco Dorsey Wright Momentum ETF

203 hedge funds and large institutions have $726M invested in Invesco Dorsey Wright Momentum ETF in 2025 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 45 increasing their positions, 67 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

9.91% more ownership

Funds ownership: 46.53%56.44% (+9.9%)

4% more capital invested

Capital invested by funds: $701M → $726M (+$25.8M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

2% less funds holding

Funds holding: 208203 (-5)

23% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 22

33% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 67

56% less call options, than puts

Call options by funds: $684K | Put options by funds: $1.55M

Holders
203
Holders Change
-5
Holders Change %
-2.4%
% of All Funds
2.67%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
17
Increased
45
Reduced
67
Closed
22
Calls
$684K
Puts
$1.55M
Net Calls
-$869K
Net Calls Change
-$1.07M
Name Holding Trade Value Shares
Change
Change in
Stake
TWM
26
Tradition Wealth Management
Minnesota
$6.79M -$315K -3,085 -5%
IFWM
27
Institute for Wealth Management
Colorado
$4.98M -$79.6K -780 -2%
MML Investors Services
28
MML Investors Services
Massachusetts
$4.29M +$39.9K +391 +1%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$3.97M -$6.33K -62 -0.2%
OPCM
30
Osborne Partners Capital Management
California
$3.91M -$34.2K -335 -0.9%
MIM
31
MTM Investment Management
South Carolina
$3.36M -$149K -1,464 -5%
JCFM
32
JBR Co Financial Management
Oklahoma
$3.26M -$96.9K -949 -3%
BRWA
33
B. Riley Wealth Advisors
Florida
$3.14M +$2.95M +28,877 New
Truist Financial
34
Truist Financial
North Carolina
$3.1M -$14.4K -141 -0.5%
Cetera Investment Advisers
35
Cetera Investment Advisers
Illinois
$2.86M +$20.5K +201 +0.8%
Two Sigma Investments
36
Two Sigma Investments
New York
$2.71M +$2.55M +24,933 New
William Blair & Company
37
William Blair & Company
Illinois
$2.71M -$138K -1,350 -5%
EWA
38
EP Wealth Advisors
California
$2.54M -$1.38M -13,468 -37%
GSC
39
G&S Capital
Colorado
$2.51M -$407K -3,988 -15%
DADC
40
D.A. Davidson & Co
Montana
$2.44M -$43.9K -430 -2%
PI
41
PFG Investments
New York
$2.4M -$46.6K -456 -2%
MWM
42
MorganRosel Wealth Management
Colorado
$2.38M -$7.15K -70 -0.3%
FTUS
43
Flow Traders U.S.
New York
$2.24M +$959K +9,393 +84%
Mercer Global Advisors
44
Mercer Global Advisors
Colorado
$2.21M -$1.12K -11 -0.1%
CIAS
45
Capital Investment Advisory Services
North Carolina
$2.18M
MWM
46
MGB Wealth Management
Texas
$2.13M -$4.08K -40 -0.2%
WA
47
Waverly Advisors
Alabama
$2.06M +$204 +2 +0%
GRP
48
Global Retirement Partners
California
$1.99M +$1.87M +18,360 New
Goldman Sachs
49
Goldman Sachs
New York
$1.95M +$1.04M +10,206 +132%
SFG
50
Sovereign Financial Group
Connecticut
$1.82M -$22.4K -219 -1%

PDP Hedge Fund Activity: Q2 2025 in Review

203 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Momentum ETF (PDP) for Q2 2025, worth a combined $726M — up 3.7% from $701M a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of PDP and 17 opened new positions — a net loss of 5 holders — while 67 trimmed existing stakes and 45 added.

The largest buyer was Two Sigma Investments, opening a new position worth an estimated $2.55M. The largest seller was Raymond James Financial, cutting an estimated $18M.

  • 203 institutional investors held Invesco Dorsey Wright Momentum ETF (PDP) as of Q2 2025, down from 208 in Q1 2025.
  • Funds reported $726M of Invesco Dorsey Wright Momentum ETF stock for Q2 2025, up 3.7% quarter-over-quarter.
  • 17 funds opened new Invesco Dorsey Wright Momentum ETF positions in Q2 2025 and 22 closed out, a net change of -5 holders.
  • The largest Invesco Dorsey Wright Momentum ETF buyer in Q2 2025 was Two Sigma Investments, an estimated $2.55M added.
  • The largest Invesco Dorsey Wright Momentum ETF seller in Q2 2025 was Raymond James Financial, an estimated $18M sold.

Based on aggregated 13F filings for Q2 2025.