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Invesco Dorsey Wright Momentum ETF
PDP

181 hedge funds and large institutions have $703M invested in Invesco Dorsey Wright Momentum ETF in 2023 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 43 increasing their positions, 57 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 11

16% more capital invested

Capital invested by funds: $608M → $703M (+$94.6M)

6.57% more ownership

Funds ownership: 56.57% → 63.14% (+6.6%)

5% more funds holding

Funds holding: 172 → 181 (+9)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

25% less repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 57

Holders
181
Holders Change
+9
Holders Change %
+5.23%
% of All Funds
2.64%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
23
Increased
43
Reduced
57
Closed
11
Calls
$445K
Puts
–
Net Calls
+$445K
Net Calls Change
+$191K

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$62.7M
2
LPL Financial
LPL Financial
California
+$2.27M
3
KWA
Kingswood Wealth Advisors
California
+$1.65M
4
GA
Gateway Advisory
New Jersey
+$1.43M
5
UBS Group
UBS Group
Switzerland
+$1.4M

Top Sellers

Rank Fund Capital Flow
1
CWP
Cyndeo Wealth Partners
Florida
-$14.2M
2
NC
NewSquare Capital
Pennsylvania
-$9.71M
3
PFS
Prospera Financial Services
Texas
-$6.99M
4
Wells Fargo
Wells Fargo
California
-$5.98M
5
Osaic Holdings
Osaic Holdings
Arizona
-$4.47M
Name Holding Trade Value Shares
Change 		Change in
Stake
Creative Planning
76
Creative Planning
Kansas
$577K +$14.5K +182 +3%
BF
77
BOK Financial
Oklahoma
$568K – – –
Fidelity Investments
78
Fidelity Investments
Massachusetts
$524K +$49.7K +626 +11%
WA
79
Waverly Advisors
Alabama
$518K +$14K +176 +3%
EBA
80
Eagle Bay Advisors
New York
$493K – – –
EWM
81
EPG Wealth Management
Georgia
$490K +$79 +1 +0%
WCM
82
WealthBridge Capital Management
Ohio
$481K – – –
MCA
83
Millennium Capital Advisors
Arkansas
$452K – – –
PFG
84
Prosperity Financial Group
California
$441K +$477 +6 +0.1%
SWP
85
Stratos Wealth Partners
Ohio
$440K +$65.6K +826 +19%
AWS
86
Atria Wealth Solutions
New York
$439K +$79 +1 +0%
TA
87
TKG Advisors
Indiana
$427K -$3.5K -44 -0.9%
CIBC World Market
88
CIBC World Market
Ontario, Canada
$419K – – –
NL
89
NWAM LLC
Washington
$411K -$9.77K -123 -2%
Focus Partners Wealth
90
Focus Partners Wealth
Massachusetts
$405K +$376K +4,739 New
PTC
91
Private Trust Company
Ohio
$391K – – –
CPC
92
Consolidated Planning Corp
Georgia
$377K – – –
PWP
93
Principle Wealth Partners
Connecticut
$376K – – –
BAAM
94
Baker Avenue Asset Management
California
$375K +$55.8K +702 +19%
Koshinski Asset Management
95
Koshinski Asset Management
Illinois
$370K +$114K +1,436 +50%
NAS
96
NWF Advisory Services
California
$361K – – –
SFI
97
SPC Financial Inc
Maryland
$360K -$119K -1,495 -26%
SWM
98
Spire Wealth Management
Virginia
$351K +$146K +1,841 +83%
SHFP
99
Second Half Financial Partners
Florida
$348K – – –
CFO
100
Callan Family Office
Pennsylvania
$342K +$318K +4,000 New
2 3
4
5 6

PDP Hedge Fund Activity: Q4 2023 in Review

181 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Momentum ETF (PDP) for Q4 2023, worth a combined $703M — up 16% from $608M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new PDP positions and 11 closed out — a net gain of 12 holders — while 43 added to existing stakes and 57 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $62.7M. The largest seller was Cyndeo Wealth Partners, cutting an estimated $14.2M.

  • 181 institutional investors held Invesco Dorsey Wright Momentum ETF (PDP) as of Q4 2023, up from 172 in Q3 2023.
  • Funds reported $703M of Invesco Dorsey Wright Momentum ETF stock for Q4 2023, up 16% quarter-over-quarter.
  • 23 funds opened new Invesco Dorsey Wright Momentum ETF positions in Q4 2023 and 11 closed out, a net change of +12 holders.
  • The largest Invesco Dorsey Wright Momentum ETF buyer in Q4 2023 was Morgan Stanley, an estimated $62.7M added.
  • The largest Invesco Dorsey Wright Momentum ETF seller in Q4 2023 was Cyndeo Wealth Partners, an estimated $14.2M sold.

Based on aggregated 13F filings for Q4 2023.