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Invesco Dorsey Wright Momentum ETF
PDP

183 hedge funds and large institutions have $731M invested in Invesco Dorsey Wright Momentum ETF in 2022 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 29 increasing their positions, 85 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

237% more call options, than puts

Call options by funds: $956K | Put options by funds: $284K

3.22% less ownership

Funds ownership: 57.02% → 53.79% (-3.2%)

9% less funds holding

Funds holding: 202 → 183 (-19)

32% less capital invested

Capital invested by funds: $1.08B → $731M (-$348M)

44% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 34

56% less funds holding in top 10

Funds holding in top 10: 9 → 4 (-5)

66% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 85

Holders
183
Holders Change
-19
Holders Change %
-9.41%
% of All Funds
2.89%
Holding in Top 10
4
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-55.56%
% of All Funds
0.06%
New
19
Increased
29
Reduced
85
Closed
34
Calls
$956K
Puts
$284K
Net Calls
+$672K
Net Calls Change
-$291K

Top Buyers

1
BFEC
Benjamin F. Edwards & Company
Missouri
+$4.13M
2
DADC
D.A. Davidson & Co
Montana
+$2.73M
3
NA
NewEdge Advisors
Louisiana
+$2.18M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.69M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.32M

Top Sellers

1
GA
Gateway Advisory
New Jersey
-$81.2M
2
FIM
Freedom Investment Management
Connecticut
-$22.1M
3
EC
Estate Counselors
Wisconsin
-$15.1M
4
Bank of America
Bank of America
North Carolina
-$13M
5
Morgan Stanley
Morgan Stanley
New York
-$7.84M
Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
101
Selective Wealth Management
Virginia
$381K – – –
Northern Trust
102
Northern Trust
Illinois
$373K -$122K -1,500 -25%
HighTower Advisors
103
HighTower Advisors
Illinois
$361K -$126K -1,551 -26%
TWM
104
Trinity Wealth Management
Pennsylvania
$360K -$2.6K -32 -0.7%
ASN
105
Advisory Services Network
Georgia
$357K +$16.3K +201 +5%
PWP
106
Principle Wealth Partners
Connecticut
$356K – – –
Carson Wealth (CWM LLC)
107
Carson Wealth (CWM LLC)
Nebraska
$353K -$67.2K -828 -16%
Koshinski Asset Management
108
Koshinski Asset Management
Illinois
$352K -$244K -3,010 -41%
KWM
109
Kingsview Wealth Management
Oregon
$350K – – –
IA
110
IFP Advisors
Florida
$349K +$110K +1,359 +28%
CRWM
111
Castle Rock Wealth Management
California
$348K -$18.7K -230 -5%
SL
112
Salomon & Ludwin
Virginia
$347K +$119K +1,471 +52%
SAM
113
Strategy Asset Managers
California
$341K +$342K +4,212 New
PSF
114
Pacific Sun Financial
California
$340K -$3.25K -40 -0.9%
NL
115
NWAM LLC
Washington
$337K -$185K -2,275 -35%
EWP
116
Engrave Wealth Partners
Texas
$327K – – –
JSW
117
Journey Strategic Wealth
New Jersey
$316K – – –
SIA
118
Sage Investment Advisers
New York
$306K -$4.06K -50 -1%
FCCM
119
First City Capital Management
Georgia
$303K +$12.2K +150 +4%
CRI
120
Colonial River Investments
Virginia
$301K -$401K -4,947 -57%
WWMSC
121
Wagner Wealth Management (South Carolina)
South Carolina
$290K +$146K +1,794 +100%
PWM
122
Perigon Wealth Management
California
$284K – – –
OPA
123
Old Port Advisors
Maine
$276K -$85.2K -1,050 -24%
JMPWA
124
JP Morgan Private Wealth Advisors
California
$276K +$22.6K +279 +9%
EH
125
Equitable Holdings
New York
$270K -$9.33K -115 -3%
3 4
5
6 7

PDP Hedge Fund Activity: Q1 2022 in Review

183 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Momentum ETF (PDP) for Q1 2022, worth a combined $731M — down 32% from $1.08B a quarter earlier.

Sellers outnumbered buyers: 34 funds closed out of PDP and 19 opened new positions — a net loss of 15 holders — while 85 trimmed existing stakes and 29 added.

The largest buyer was Benjamin F. Edwards & Company, adding an estimated $4.13M. The largest seller was Gateway Advisory, cutting an estimated $81.2M.

  • 183 institutional investors held Invesco Dorsey Wright Momentum ETF (PDP) as of Q1 2022, down from 202 in Q4 2021.
  • Funds reported $731M of Invesco Dorsey Wright Momentum ETF stock for Q1 2022, down 32% quarter-over-quarter.
  • 19 funds opened new Invesco Dorsey Wright Momentum ETF positions in Q1 2022 and 34 closed out, a net change of -15 holders.
  • The largest Invesco Dorsey Wright Momentum ETF buyer in Q1 2022 was Benjamin F. Edwards & Company, an estimated $4.13M added.
  • The largest Invesco Dorsey Wright Momentum ETF seller in Q1 2022 was Gateway Advisory, an estimated $81.2M sold.

Based on aggregated 13F filings for Q1 2022.