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Invesco Dorsey Wright Momentum ETF

173 hedge funds and large institutions have $568M invested in Invesco Dorsey Wright Momentum ETF in 2022 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 31 increasing their positions, 69 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.01% more ownership

Funds ownership: 53.79%53.81% (+0.01%)

5% less funds holding

Funds holding: 183173 (-10)

22% less capital invested

Capital invested by funds: $731M → $568M (-$163M)

32% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 22

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

55% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 69

Holders
173
Holders Change
-10
Holders Change %
-5.46%
% of All Funds
2.91%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
15
Increased
31
Reduced
69
Closed
22
Calls
$817K
Puts
Net Calls
+$817K
Net Calls Change
+$145K
Name Holding Trade Value Shares
Change
Change in
Stake
PWP
101
Principle Wealth Partners
Connecticut
$299K
CRWM
102
Castle Rock Wealth Management
California
$298K
Carson Wealth (CWM LLC)
103
Carson Wealth (CWM LLC)
Nebraska
$296K
Koshinski Asset Management
104
Koshinski Asset Management
Illinois
$296K
KWM
105
Kingsview Wealth Management
Oregon
$294K
TWM
106
Trinity Wealth Management
Pennsylvania
$292K -$11.9K -159 -4%
SL
107
Salomon & Ludwin
Virginia
$288K -$3.97K -53 -1%
PSF
108
Pacific Sun Financial
California
$286K
LSA
109
Lansing Street Advisors
Pennsylvania
$270K -$93K -1,242 -24%
JSW
110
Journey Strategic Wealth
New Jersey
$266K
WEG
111
World Equity Group
Illinois
$261K -$236K -3,150 -45%
Northwestern Mutual Wealth Management
112
Northwestern Mutual Wealth Management
Wisconsin
$261K +$91.1K +1,216 +46%
FCCM
113
First City Capital Management
Georgia
$254K
AF
114
Advisornet Financial
Minnesota
$249K -$81.5K -1,089 -23%
Qube Research & Technologies (QRT)
115
Qube Research & Technologies (QRT)
United Kingdom
$245K +$269K +3,598 New
MCC
116
Money Concepts Capital
Florida
$242K -$1.21M -16,200 -82%
PNC Financial Services Group
117
PNC Financial Services Group
Pennsylvania
$237K -$98.1K -1,310 -27%
EC
118
Estate Counselors
Wisconsin
$234K -$101K -1,350 -28%
OPA
119
Old Port Advisors
Maine
$230K
EH
120
Equitable Holdings
New York
$220K -$6.74K -90 -3%
National Bank of Canada
121
National Bank of Canada
Quebec, Canada
$215K +$53.5K +715 +29%
EW
122
Element Wealth
Mississippi
$213K
5L
123
55I LLC
Massachusetts
$206K +$227K +3,030 New
PWM
124
Perigon Wealth Management
California
$204K -$37.4K -500 -14%
WS
125
Wedbush Securities
California
$204K

PDP Hedge Fund Activity: Q2 2022 in Review

173 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Momentum ETF (PDP) for Q2 2022, worth a combined $568M — down 22% from $731M a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of PDP and 15 opened new positions — a net loss of 7 holders — while 69 trimmed existing stakes and 31 added.

The largest buyer was Savant Capital, adding an estimated $14.7M. The largest seller was NewSquare Capital, cutting an estimated $12M.

  • 173 institutional investors held Invesco Dorsey Wright Momentum ETF (PDP) as of Q2 2022, down from 183 in Q1 2022.
  • Funds reported $568M of Invesco Dorsey Wright Momentum ETF stock for Q2 2022, down 22% quarter-over-quarter.
  • 15 funds opened new Invesco Dorsey Wright Momentum ETF positions in Q2 2022 and 22 closed out, a net change of -7 holders.
  • The largest Invesco Dorsey Wright Momentum ETF buyer in Q2 2022 was Savant Capital, an estimated $14.7M added.
  • The largest Invesco Dorsey Wright Momentum ETF seller in Q2 2022 was NewSquare Capital, an estimated $12M sold.

Based on aggregated 13F filings for Q2 2022.