We are live on ! Find out more
PDP icon

Invesco Dorsey Wright Momentum ETF
PDP

183 hedge funds and large institutions have $731M invested in Invesco Dorsey Wright Momentum ETF in 2022 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 29 increasing their positions, 85 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

237% more call options, than puts

Call options by funds: $956K | Put options by funds: $284K

3.22% less ownership

Funds ownership: 57.02% → 53.79% (-3.2%)

9% less funds holding

Funds holding: 202 → 183 (-19)

32% less capital invested

Capital invested by funds: $1.08B → $731M (-$348M)

44% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 34

56% less funds holding in top 10

Funds holding in top 10: 9 → 4 (-5)

66% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 85

Holders
183
Holders Change
-19
Holders Change %
-9.41%
% of All Funds
2.89%
Holding in Top 10
4
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-55.56%
% of All Funds
0.06%
New
19
Increased
29
Reduced
85
Closed
34
Calls
$956K
Puts
$284K
Net Calls
+$672K
Net Calls Change
-$291K

Top Buyers

1
BFEC
Benjamin F. Edwards & Company
Missouri
+$4.13M
2
DADC
D.A. Davidson & Co
Montana
+$2.73M
3
NA
NewEdge Advisors
Louisiana
+$2.18M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.69M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.32M

Top Sellers

1
GA
Gateway Advisory
New Jersey
-$81.2M
2
FIM
Freedom Investment Management
Connecticut
-$22.1M
3
EC
Estate Counselors
Wisconsin
-$15.1M
4
Bank of America
Bank of America
North Carolina
-$13M
5
Morgan Stanley
Morgan Stanley
New York
-$7.84M
Name Holding Trade Value Shares
Change 		Change in
Stake
AWS
76
Atria Wealth Solutions
New York
$583K +$584K +7,195 New
WEG
77
World Equity Group
Illinois
$566K +$567K +6,983 New
Fidelity Investments
78
Fidelity Investments
Massachusetts
$554K +$79K +973 +17%
UCFA
79
United Capital Financial Advisors
Texas
$536K +$19.2K +236 +4%
SWP
80
Stratos Wealth Partners
Ohio
$511K -$101K -1,247 -17%
OMC
81
Old Mission Capital
Illinois
$511K +$511K +6,301 New
EBA
82
Eagle Bay Advisors
New York
$503K -$46.7K -575 -8%
WA
83
Waverly Advisors
Alabama
$477K – – –
WCM
84
WealthBridge Capital Management
Ohio
$475K – – –
Goldman Sachs
85
Goldman Sachs
New York
$462K -$102K -1,263 -18%
OIA
86
OneDigital Investment Advisors
Kansas
$462K -$30.4K -374 -6%
MCA
87
Millennium Capital Advisors
Arkansas
$455K +$10.1K +125 +2%
SHFP
88
Second Half Financial Partners
Florida
$453K +$432K +5,321 New
AWA
89
Arkadios Wealth Advisors
Georgia
$452K -$17.8K -219 -4%
BAAM
90
Baker Avenue Asset Management
California
$442K – – –
EWM
91
EPG Wealth Management
Georgia
$439K – – –
BAM
92
Belpointe Asset Management
Nevada
$431K – – –
SFI
93
SPC Financial Inc
Maryland
$428K -$1.29M -15,950 -75%
TA
94
TKG Advisors
Indiana
$428K -$149K -1,834 -26%
LSA
95
Lansing Street Advisors
Pennsylvania
$420K +$423K +5,214 New
CIBC World Market
96
CIBC World Market
Ontario, Canada
$413K – – –
SPC
97
Sigma Planning Corp
Michigan
$390K -$12.7K -157 -3%
EC
98
Estate Counselors
Wisconsin
$388K -$15.1M -185,485 -97%
PNC Financial Services Group
99
PNC Financial Services Group
Pennsylvania
$387K +$74.9K +923 +24%
AF
100
Advisornet Financial
Minnesota
$384K -$194K -2,387 -33%
2 3
4
5 6

PDP Hedge Fund Activity: Q1 2022 in Review

183 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Momentum ETF (PDP) for Q1 2022, worth a combined $731M — down 32% from $1.08B a quarter earlier.

Sellers outnumbered buyers: 34 funds closed out of PDP and 19 opened new positions — a net loss of 15 holders — while 85 trimmed existing stakes and 29 added.

The largest buyer was Benjamin F. Edwards & Company, adding an estimated $4.13M. The largest seller was Gateway Advisory, cutting an estimated $81.2M.

  • 183 institutional investors held Invesco Dorsey Wright Momentum ETF (PDP) as of Q1 2022, down from 202 in Q4 2021.
  • Funds reported $731M of Invesco Dorsey Wright Momentum ETF stock for Q1 2022, down 32% quarter-over-quarter.
  • 19 funds opened new Invesco Dorsey Wright Momentum ETF positions in Q1 2022 and 34 closed out, a net change of -15 holders.
  • The largest Invesco Dorsey Wright Momentum ETF buyer in Q1 2022 was Benjamin F. Edwards & Company, an estimated $4.13M added.
  • The largest Invesco Dorsey Wright Momentum ETF seller in Q1 2022 was Gateway Advisory, an estimated $81.2M sold.

Based on aggregated 13F filings for Q1 2022.