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Invesco Dorsey Wright Momentum ETF
PDP

195 hedge funds and large institutions have $727M invested in Invesco Dorsey Wright Momentum ETF in 2024 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 45 increasing their positions, 56 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

178% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 9

8% more funds holding

Funds holding: 181 → 195 (+14)

3% more capital invested

Capital invested by funds: $703M → $727M (+$24M)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

4.02% less ownership

Funds ownership: 63.14% → 59.12% (-4%)

20% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 56

Holders
195
Holders Change
+14
Holders Change %
+7.73%
% of All Funds
2.81%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
25
Increased
45
Reduced
56
Closed
9
Calls
$365K
Puts
–
Net Calls
+$365K
Net Calls Change
-$80K

Top Buyers

Rank Fund Capital Flow
1
GAA
Global Assets Advisory
Florida
+$28.7M
2
NC
NewSquare Capital
Pennsylvania
+$7.28M
3
WA
Win Advisors
Florida
+$5.7M
4
Bank of America
Bank of America
North Carolina
+$3.24M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$3.1M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$83.5M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$11.3M
3
Osaic Holdings
Osaic Holdings
Arizona
-$2.88M
4
LPL Financial
LPL Financial
California
-$1.57M
5
RJFSA
Raymond James Financial Services Advisors
Florida
-$1.53M
Name Holding Trade Value Shares
Change 		Change in
Stake
BF
76
BOK Financial
Oklahoma
$652K – – –
MCCA
77
Mill Creek Capital Advisors
Pennsylvania
$651K +$602K +6,592 New
Fidelity Investments
78
Fidelity Investments
Massachusetts
$633K +$25.6K +280 +5%
Comerica Bank
79
Comerica Bank
Texas
$581K -$466K -5,102 -46%
EBA
80
Eagle Bay Advisors
New York
$569K – – –
WCM
81
WealthBridge Capital Management
Ohio
$555K – – –
Creative Planning
82
Creative Planning
Kansas
$546K -$112K -1,227 -18%
EWM
83
EPG Wealth Management
Georgia
$538K +$183 +2 +0%
CWC
84
Carolinas Wealth Consulting
North Carolina
$522K +$482K +5,284 New
MCA
85
Millennium Capital Advisors
Arkansas
$520K -$2.28K -25 -0.5%
PFG
86
Prosperity Financial Group
California
$510K +$91 +1 +0%
SWP
87
Stratos Wealth Partners
Ohio
$508K +$365 +4 +0.1%
AWS
88
Atria Wealth Solutions
New York
$507K – – –
BAAM
89
Baker Avenue Asset Management
California
$497K +$58K +636 +14%
Citadel Advisors
90
Citadel Advisors
Florida
$492K -$231K -2,528 -34%
CWP
91
Cyndeo Wealth Partners
Florida
$486K -$486K -5,325 -52%
CIBC World Market
92
CIBC World Market
Ontario, Canada
$484K – – –
SFI
93
SPC Financial Inc
Maryland
$470K +$49.7K +545 +13%
Focus Partners Wealth
94
Focus Partners Wealth
Massachusetts
$468K – – –
IA
95
IFP Advisors
Florida
$458K -$243K -2,667 -37%
PTC
96
Private Trust Company
Ohio
$452K – – –
CPC
97
Consolidated Planning Corp
Georgia
$436K – – –
PWP
98
Principle Wealth Partners
Connecticut
$434K – – –
TA
99
TKG Advisors
Indiana
$434K -$54.9K -602 -12%
SWM
100
Spire Wealth Management
Virginia
$421K +$18.3K +200 +5%
2 3
4
5 6

PDP Hedge Fund Activity: Q1 2024 in Review

195 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Momentum ETF (PDP) for Q1 2024, worth a combined $727M — up 3.4% from $703M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new PDP positions and 9 closed out — a net gain of 16 holders — while 45 added to existing stakes and 56 trimmed.

The largest buyer was Global Assets Advisory, opening a new position worth an estimated $28.7M. The largest seller was Morgan Stanley, cutting an estimated $83.5M.

  • 195 institutional investors held Invesco Dorsey Wright Momentum ETF (PDP) as of Q1 2024, up from 181 in Q4 2023.
  • Funds reported $727M of Invesco Dorsey Wright Momentum ETF stock for Q1 2024, up 3.4% quarter-over-quarter.
  • 25 funds opened new Invesco Dorsey Wright Momentum ETF positions in Q1 2024 and 9 closed out, a net change of +16 holders.
  • The largest Invesco Dorsey Wright Momentum ETF buyer in Q1 2024 was Global Assets Advisory, an estimated $28.7M added.
  • The largest Invesco Dorsey Wright Momentum ETF seller in Q1 2024 was Morgan Stanley, an estimated $83.5M sold.

Based on aggregated 13F filings for Q1 2024.