Invesco Dorsey Wright Momentum ETF
186 hedge funds and large institutions have $977M invested in Invesco Dorsey Wright Momentum ETF in 2021 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 37 increasing their positions, 74 reducing their positions, and 14 closing their positions.
2.14% more ownership
Funds ownership: 42.95% → 45.09% (+2.1%)
0% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 14
2% less capital invested
Capital invested by funds: $997M → $977M (-$20.5M)
2% less funds holding
Funds holding: 190 → 186 (-4)
22% less funds holding in top 10
Funds holding in top 10: 9 → 7 (-2)
50% less repeat investments, than reductions
Existing positions increased: 37 | Existing positions reduced: 74
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GA
Gateway Advisory
Westfield,
New Jersey
|
+$3.39M |
| 2 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$2.04M |
| 3 |
FTUS
Flow Traders U.S.
New York
|
+$1.85M |
| 4 |
EE
EWG Elevate
Roseville,
California
|
+$1.47M |
| 5 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$1.11M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$16M |
| 2 |
FIM
Freedom Investment Management
Hartford,
Connecticut
|
-$10.6M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$7.35M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$7.28M |
| 5 |
LPL Financial
San Diego,
California
|
-$6.82M |
PDP Hedge Fund Activity: Q2 2021 in Review
186 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Momentum ETF (PDP) for Q2 2021, worth a combined $977M — down 2.1% from $997M a quarter earlier.
Fund positioning in PDP was balanced in Q2 2021: 14 funds opened new positions, 14 closed out, 37 added to existing stakes and 74 trimmed.
The largest buyer was Gateway Advisory, adding an estimated $3.39M. The largest seller was Morgan Stanley, cutting an estimated $16M.
- 186 institutional investors held Invesco Dorsey Wright Momentum ETF (PDP) as of Q2 2021, down from 190 in Q1 2021.
- Funds reported $977M of Invesco Dorsey Wright Momentum ETF stock for Q2 2021, down 2.1% quarter-over-quarter.
- 14 funds opened new Invesco Dorsey Wright Momentum ETF positions in Q2 2021 and 14 closed out, a net change of 0 holders.
- The largest Invesco Dorsey Wright Momentum ETF buyer in Q2 2021 was Gateway Advisory, an estimated $3.39M added.
- The largest Invesco Dorsey Wright Momentum ETF seller in Q2 2021 was Morgan Stanley, an estimated $16M sold.
Based on aggregated 13F filings for Q2 2021.