We are live on ! Find out more
PDP icon

Invesco Dorsey Wright Momentum ETF
PDP

172 hedge funds and large institutions have $608M invested in Invesco Dorsey Wright Momentum ETF in 2023 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 41 increasing their positions, 51 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more call options, than puts

Call options by funds: $485K | Put options by funds: $231K

2.44% more ownership

Funds ownership: 54.13% → 56.57% (+2.4%)

1% more capital invested

Capital invested by funds: $604M → $608M (+$4.2M)

0% more funds holding

Funds holding: 172 → 172 (0)

0% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 12

20% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 51

20% less funds holding in top 10

Funds holding in top 10: 5 → 4 (-1)

Holders
172
Holders Change
–
Holders Change %
0%
% of All Funds
2.73%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
12
Increased
41
Reduced
51
Closed
12
Calls
$485K
Puts
$231K
Net Calls
+$254K
Net Calls Change
-$678K

Top Buyers

1
NC
NewSquare Capital
Pennsylvania
+$8.14M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$6.27M
3
Bank of America
Bank of America
North Carolina
+$6.25M
4
Osaic Holdings
Osaic Holdings
Arizona
+$3.54M
5
Wells Fargo
Wells Fargo
California
+$2.76M

Top Sellers

1
PFS
Prospera Financial Services
Texas
-$1.17M
2
CA
Calton & Associates
Florida
-$1.16M
3
Rockefeller Capital Management
Rockefeller Capital Management
New York
-$634K
4
UBS Group
UBS Group
Switzerland
-$567K
5
RJA
Raymond James & Associates
Florida
-$504K
Name Holding Trade Value Shares
Change 		Change in
Stake
BF
76
BOK Financial
Oklahoma
$489K – – –
WA
77
Waverly Advisors
Alabama
$453K – – –
EBA
78
Eagle Bay Advisors
New York
$444K -$5.98K -75 -1%
SFI
79
SPC Financial Inc
Maryland
$439K +$41.9K +525 +10%
WCM
80
WealthBridge Capital Management
Ohio
$433K – – –
Fidelity Investments
81
Fidelity Investments
Massachusetts
$423K +$11.3K +142 +3%
EWM
82
EPG Wealth Management
Georgia
$419K +$159 +2 +0%
MCA
83
Millennium Capital Advisors
Arkansas
$408K – – –
TRCT
84
Tower Research Capital (TRC)
New York
$407K +$318K +3,990 +309%
PFG
85
Prosperity Financial Group
California
$397K – – –
AWS
86
Atria Wealth Solutions
New York
$395K -$74.9K -940 -15%
TA
87
TKG Advisors
Indiana
$388K -$7.73K -97 -2%
NL
88
NWAM LLC
Washington
$380K -$14.8K -185 -4%
CIBC World Market
89
CIBC World Market
Ontario, Canada
$377K – – –
CG
90
Colony Group
Massachusetts
$365K – – –
IA
91
IFP Advisors
Florida
$357K – – –
PTC
92
Private Trust Company
Ohio
$352K – – –
CPC
93
Consolidated Planning Corp
Georgia
$340K – – –
PWP
94
Principle Wealth Partners
Connecticut
$338K – – –
SWP
95
Stratos Wealth Partners
Ohio
$332K -$65.9K -827 -16%
SL
96
Salomon & Ludwin
Virginia
$327K +$8.69K +109 +3%
NAS
97
NWF Advisory Services
California
$325K – – –
KWM
98
Kingsview Wealth Management
Oregon
$322K -$2.87K -36 -0.9%
SHFP
99
Second Half Financial Partners
Florida
$314K -$25.9K -325 -7%
CRWM
100
Castle Rock Wealth Management
California
$306K – – –
2 3
4
5 6

PDP Hedge Fund Activity: Q3 2023 in Review

172 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Momentum ETF (PDP) for Q3 2023, worth a combined $608M — up 0.7% from $604M a quarter earlier.

Fund positioning in PDP was balanced in Q3 2023: 12 funds opened new positions, 12 closed out, 41 added to existing stakes and 51 trimmed.

The largest buyer was NewSquare Capital, adding an estimated $8.14M. The largest seller was Prospera Financial Services, cutting an estimated $1.17M.

  • 172 institutional investors held Invesco Dorsey Wright Momentum ETF (PDP) as of Q3 2023, unchanged from Q2 2023.
  • Funds reported $608M of Invesco Dorsey Wright Momentum ETF stock for Q3 2023, up 0.7% quarter-over-quarter.
  • 12 funds opened new Invesco Dorsey Wright Momentum ETF positions in Q3 2023 and 12 closed out, a net change of 0 holders.
  • The largest Invesco Dorsey Wright Momentum ETF buyer in Q3 2023 was NewSquare Capital, an estimated $8.14M added.
  • The largest Invesco Dorsey Wright Momentum ETF seller in Q3 2023 was Prospera Financial Services, an estimated $1.17M sold.

Based on aggregated 13F filings for Q3 2023.