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Invesco Dorsey Wright Momentum ETF
PDP

203 hedge funds and large institutions have $726M invested in Invesco Dorsey Wright Momentum ETF in 2025 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 45 increasing their positions, 67 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

9.91% more ownership

Funds ownership: 46.53% → 56.44% (+9.9%)

4% more capital invested

Capital invested by funds: $701M → $726M (+$25.8M)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

2% less funds holding

Funds holding: 208 → 203 (-5)

23% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 22

33% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 67

56% less call options, than puts

Call options by funds: $684K | Put options by funds: $1.55M

Holders
203
Holders Change
-5
Holders Change %
-2.4%
% of All Funds
2.67%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
17
Increased
45
Reduced
67
Closed
22
Calls
$684K
Puts
$1.55M
Net Calls
-$869K
Net Calls Change
-$1.07M

Top Buyers

Rank Fund Capital Flow
1
Two Sigma Investments
Two Sigma Investments
New York
+$2.55M
2
Morgan Stanley
Morgan Stanley
New York
+$1.98M
3
Stifel Financial
Stifel Financial
Missouri
+$1.53M
4
BC
Broadwater Capital
Massachusetts
+$1.04M
5
Goldman Sachs
Goldman Sachs
New York
+$1.04M

Top Sellers

Rank Fund Capital Flow
1
Raymond James Financial
Raymond James Financial
Florida
-$18M
2
UBS Group
UBS Group
Switzerland
-$6.36M
3
Wells Fargo
Wells Fargo
California
-$5.8M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$4.17M
5
LPL Financial
LPL Financial
California
-$3.02M
Name Holding Trade Value Shares
Change 		Change in
Stake
FFN
76
Focus Financial Network
Minnesota
$806K +$13.2K +129 +2%
MCCA
77
Mill Creek Capital Advisors
Pennsylvania
$714K – – –
MAM
78
Mullooly Asset Management
New Jersey
$711K +$306 +3 +0%
GWM
79
Geneos Wealth Management
Colorado
$668K -$678K -6,637 -52%
CWA
80
Capital Wealth Alliance
Arizona
$644K +$41.2K +403 +7%
PAG
81
Private Advisor Group
New Jersey
$638K -$68.2K -668 -10%
Creative Planning
82
Creative Planning
Kansas
$618K -$27.7K -271 -5%
SA
83
Sanctuary Advisors
Indiana
$610K -$45.8K -449 -7%
WCM
84
WealthBridge Capital Management
Ohio
$605K – – –
KWM
85
Kiker Wealth Management
Georgia
$594K -$11.8K -116 -2%
MCA
86
Millennium Capital Advisors
Arkansas
$572K – – –
IA
87
IFP Advisors
Florida
$572K +$53K +519 +11%
PFG
88
Prosperity Financial Group
California
$560K +$204 +2 +0%
CWP
89
Cyndeo Wealth Partners
Florida
$535K +$102 +1 +0%
BAAM
90
Baker Avenue Asset Management
California
$534K +$61.4K +601 +14%
CPC
91
Consolidated Planning Corp
Georgia
$523K – – –
SWP
92
Stratos Wealth Partners
Ohio
$520K +$37.8K +370 +8%
CIBC World Market
93
CIBC World Market
Ontario, Canada
$499K – – –
RIA
94
Realta Investment Advisors
Delaware
$493K – – –
PTC
95
Private Trust Company
Ohio
$491K – – –
PWP
96
Principle Wealth Partners
Connecticut
$477K – – –
NAS
97
NWF Advisory Services
California
$456K +$18.4K +180 +4%
TRCT
98
Tower Research Capital (TRC)
New York
$454K -$167K -1,637 -28%
BMCM
99
Bryn Mawr Capital Management
Pennsylvania
$440K +$414K +4,051 New
SFI
100
SPC Financial Inc
Maryland
$416K – – –
2 3
4
5 6

PDP Hedge Fund Activity: Q2 2025 in Review

203 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Momentum ETF (PDP) for Q2 2025, worth a combined $726M — up 3.7% from $701M a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of PDP and 17 opened new positions — a net loss of 5 holders — while 67 trimmed existing stakes and 45 added.

The largest buyer was Two Sigma Investments, opening a new position worth an estimated $2.55M. The largest seller was Raymond James Financial, cutting an estimated $18M.

  • 203 institutional investors held Invesco Dorsey Wright Momentum ETF (PDP) as of Q2 2025, down from 208 in Q1 2025.
  • Funds reported $726M of Invesco Dorsey Wright Momentum ETF stock for Q2 2025, up 3.7% quarter-over-quarter.
  • 17 funds opened new Invesco Dorsey Wright Momentum ETF positions in Q2 2025 and 22 closed out, a net change of -5 holders.
  • The largest Invesco Dorsey Wright Momentum ETF buyer in Q2 2025 was Two Sigma Investments, an estimated $2.55M added.
  • The largest Invesco Dorsey Wright Momentum ETF seller in Q2 2025 was Raymond James Financial, an estimated $18M sold.

Based on aggregated 13F filings for Q2 2025.