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Invesco Dorsey Wright Momentum ETF
PDP

173 hedge funds and large institutions have $568M invested in Invesco Dorsey Wright Momentum ETF in 2022 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 31 increasing their positions, 69 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.01% more ownership

Funds ownership: 53.79% → 53.81% (+0.01%)

5% less funds holding

Funds holding: 183 → 173 (-10)

22% less capital invested

Capital invested by funds: $731M → $568M (-$163M)

32% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 22

50% less funds holding in top 10

Funds holding in top 10: 4 → 2 (-2)

55% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 69

Holders
173
Holders Change
-10
Holders Change %
-5.46%
% of All Funds
2.91%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
15
Increased
31
Reduced
69
Closed
22
Calls
$817K
Puts
–
Net Calls
+$817K
Net Calls Change
+$145K

Top Buyers

1
SC
Savant Capital
Illinois
+$14.7M
2
NA
NewEdge Advisors
Louisiana
+$2.07M
3
Bank of America
Bank of America
North Carolina
+$1.66M
4
Citadel Advisors
Citadel Advisors
Florida
+$1.64M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.48M

Top Sellers

1
NC
NewSquare Capital
Pennsylvania
-$12M
2
PFS
Prospera Financial Services
Texas
-$11.4M
3
LPL Financial
LPL Financial
California
-$7.93M
4
RJFSA
Raymond James Financial Services Advisors
Florida
-$7.81M
5
Wells Fargo
Wells Fargo
California
-$4.98M
Name Holding Trade Value Shares
Change 		Change in
Stake
BF
51
BOK Financial
Oklahoma
$1M +$11K +147 +1%
BA
52
Bridgewater Advisors
New York
$1M – – –
CA
53
Calton & Associates
Florida
$958K +$17.4K +232 +2%
PAG
54
Private Advisor Group
New Jersey
$846K +$287K +3,827 +45%
Baird Financial Group
55
Baird Financial Group
Wisconsin
$796K -$44.3K -592 -5%
FTUS
56
Flow Traders U.S.
New York
$791K +$870K +11,617 New
WI
57
Wintrust Investments
Illinois
$768K -$4.12K -55 -0.5%
PAG
58
Private Advisory Group
Washington
$757K +$85.4K +1,141 +11%
SC
59
Scotia Capital
Ontario, Canada
$742K -$83.6K -1,116 -9%
LNC
60
Lincoln National Corp
Pennsylvania
$700K -$129K -1,725 -14%
CA
61
Cetera Advisors
Colorado
$695K -$10.7K -143 -1%
GWM
62
Geneos Wealth Management
Colorado
$676K -$14.2K -190 -2%
SPIA
63
Steward Partners Investment Advisory
New York
$653K +$4.64K +62 +0.7%
GA
64
Gateway Advisory
New Jersey
$643K -$211K -2,818 -23%
Cetera Investment Advisers
65
Cetera Investment Advisers
Illinois
$642K +$26.6K +355 +4%
KAS
66
Kestra Advisory Services
Texas
$621K -$1.77M -23,583 -72%
CAN
67
Cetera Advisor Networks
California
$604K -$40.4K -540 -6%
CPC
68
Consolidated Planning Corp
Georgia
$574K +$631K +8,425 New
CWM
69
Collaborative Wealth Management
Florida
$569K +$626K +8,354 New
BAM
70
Belpointe Asset Management
Nevada
$553K +$210K +2,800 +53%
FFN
71
Focus Financial Network
Minnesota
$548K -$32.6K -435 -5%
WP
72
WMS Partners
Maryland
$546K – – –
KFGK
73
Keystone Financial Group (Kentucky)
Kentucky
$526K -$32.8K -438 -5%
Creative Planning
74
Creative Planning
Kansas
$511K +$13.1K +175 +2%
Fidelity Investments
75
Fidelity Investments
Massachusetts
$510K +$49K +654 +10%
1 2
3
4 5

PDP Hedge Fund Activity: Q2 2022 in Review

173 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Momentum ETF (PDP) for Q2 2022, worth a combined $568M — down 22% from $731M a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of PDP and 15 opened new positions — a net loss of 7 holders — while 69 trimmed existing stakes and 31 added.

The largest buyer was Savant Capital, adding an estimated $14.7M. The largest seller was NewSquare Capital, cutting an estimated $12M.

  • 173 institutional investors held Invesco Dorsey Wright Momentum ETF (PDP) as of Q2 2022, down from 183 in Q1 2022.
  • Funds reported $568M of Invesco Dorsey Wright Momentum ETF stock for Q2 2022, down 22% quarter-over-quarter.
  • 15 funds opened new Invesco Dorsey Wright Momentum ETF positions in Q2 2022 and 22 closed out, a net change of -7 holders.
  • The largest Invesco Dorsey Wright Momentum ETF buyer in Q2 2022 was Savant Capital, an estimated $14.7M added.
  • The largest Invesco Dorsey Wright Momentum ETF seller in Q2 2022 was NewSquare Capital, an estimated $12M sold.

Based on aggregated 13F filings for Q2 2022.