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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
SHFP
76
Second Half Financial Partners
Florida
$453K – – –
UCFA
77
United Capital Financial Advisors
Texas
$451K – – –
SWP
78
Stratos Wealth Partners
Ohio
$439K +$10.3K +137 +2%
RIA
79
Realta Investment Advisors
Delaware
$423K +$461K +6,157 New
EBA
80
Eagle Bay Advisors
New York
$423K – – –
AWM
81
AE Wealth Management
Kansas
$421K -$293K -3,914 -39%
WA
82
Waverly Advisors
Alabama
$401K – – –
WCM
83
WealthBridge Capital Management
Ohio
$386K -$15K -200 -3%
MCA
84
Millennium Capital Advisors
Arkansas
$382K – – –
AWA
85
Arkadios Wealth Advisors
Georgia
$380K – – –
AWS
86
Atria Wealth Solutions
New York
$379K -$122K -1,629 -23%
BAAM
87
Baker Avenue Asset Management
California
$372K – – –
EWM
88
EPG Wealth Management
Georgia
$369K – – –
SFI
89
SPC Financial Inc
Maryland
$360K – – –
Jane Street
90
Jane Street
New York
$358K +$393K +5,252 New
OIA
91
OneDigital Investment Advisors
Kansas
$355K -$36.2K -484 -8%
TA
92
TKG Advisors
Indiana
$352K -$7.94K -106 -2%
IA
93
IFP Advisors
Florida
$349K – – –
NL
94
NWAM LLC
Washington
$349K +$71.9K +960 +23%
CIBC World Market
95
CIBC World Market
Ontario, Canada
$347K – – –
SWM
96
Selective Wealth Management
Virginia
$320K – – –
Northern Trust
97
Northern Trust
Illinois
$313K – – –
PTC
98
Private Trust Company
Ohio
$312K +$343K +4,578 New
SPC
99
Sigma Planning Corp
Michigan
$309K -$21.1K -282 -6%
HighTower Advisors
100
HighTower Advisors
Illinois
$306K +$1.95K +26 +0.6%
2 3
4
5 6

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.