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Invesco Dorsey Wright Momentum ETF
PDP

172 hedge funds and large institutions have $608M invested in Invesco Dorsey Wright Momentum ETF in 2023 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 41 increasing their positions, 51 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more call options, than puts

Call options by funds: $485K | Put options by funds: $231K

2.44% more ownership

Funds ownership: 54.13% → 56.57% (+2.4%)

1% more capital invested

Capital invested by funds: $604M → $608M (+$4.2M)

0% more funds holding

Funds holding: 172 → 172 (0)

0% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 12

20% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 51

20% less funds holding in top 10

Funds holding in top 10: 5 → 4 (-1)

Holders
172
Holders Change
–
Holders Change %
0%
% of All Funds
2.73%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
12
Increased
41
Reduced
51
Closed
12
Calls
$485K
Puts
$231K
Net Calls
+$254K
Net Calls Change
-$678K

Top Buyers

1
NC
NewSquare Capital
Pennsylvania
+$8.14M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$6.27M
3
Bank of America
Bank of America
North Carolina
+$6.25M
4
Osaic Holdings
Osaic Holdings
Arizona
+$3.54M
5
Wells Fargo
Wells Fargo
California
+$2.76M

Top Sellers

1
PFS
Prospera Financial Services
Texas
-$1.17M
2
CA
Calton & Associates
Florida
-$1.16M
3
Rockefeller Capital Management
Rockefeller Capital Management
New York
-$634K
4
UBS Group
UBS Group
Switzerland
-$567K
5
RJA
Raymond James & Associates
Florida
-$504K
Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
101
Trinity Wealth Management
Pennsylvania
$304K -$13.2K -166 -4%
SAM
102
Strategy Asset Managers
California
$301K – – –
JSW
103
Journey Strategic Wealth
New Jersey
$301K – – –
PSF
104
Pacific Sun Financial
California
$298K -$5.58K -70 -2%
EH
105
Equitable Holdings
New York
$290K -$7.97K -100 -3%
JMPWA
106
JP Morgan Private Wealth Advisors
California
$289K +$7.97K +100 +3%
PNC Financial Services Group
107
PNC Financial Services Group
Pennsylvania
$287K +$31.1K +390 +12%
BAAM
108
Baker Avenue Asset Management
California
$284K – – –
WEG
109
World Equity Group
Illinois
$280K -$15.9K -200 -5%
Mariner
110
Mariner
Kansas
$279K – – –
FCCM
111
First City Capital Management
Georgia
$276K -$3.99K -50 -1%
Northwestern Mutual Wealth Management
112
Northwestern Mutual Wealth Management
Wisconsin
$248K -$7.18K -90 -3%
KFGK
113
Keystone Financial Group (Kentucky)
Kentucky
$248K -$16.8K -211 -6%
GAA
114
Global Assets Advisory
Florida
$246K -$120K -1,500 -32%
EW
115
Element Wealth
Mississippi
$241K – – –
WS
116
Wedbush Securities
California
$231K – – –
OPA
117
Old Port Advisors
Maine
$228K +$236K +2,966 New
WF
118
Welch & Forbes
Massachusetts
$225K – – –
Koshinski Asset Management
119
Koshinski Asset Management
Illinois
$223K – – –
TNA
120
True North Advisors
Texas
$221K – – –
Northern Trust
121
Northern Trust
Illinois
$215K -$15.9K -200 -7%
DIP
122
Davis Investment Partners
North Carolina
$213K – – –
SWM
123
Selective Wealth Management
Virginia
$212K – – –
Corient Private Wealth
124
Corient Private Wealth
Florida
$210K – – –
National Bank of Canada
125
National Bank of Canada
Quebec, Canada
$209K – – –
3 4
5
6 7

PDP Hedge Fund Activity: Q3 2023 in Review

172 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Momentum ETF (PDP) for Q3 2023, worth a combined $608M — up 0.7% from $604M a quarter earlier.

Fund positioning in PDP was balanced in Q3 2023: 12 funds opened new positions, 12 closed out, 41 added to existing stakes and 51 trimmed.

The largest buyer was NewSquare Capital, adding an estimated $8.14M. The largest seller was Prospera Financial Services, cutting an estimated $1.17M.

  • 172 institutional investors held Invesco Dorsey Wright Momentum ETF (PDP) as of Q3 2023, unchanged from Q2 2023.
  • Funds reported $608M of Invesco Dorsey Wright Momentum ETF stock for Q3 2023, up 0.7% quarter-over-quarter.
  • 12 funds opened new Invesco Dorsey Wright Momentum ETF positions in Q3 2023 and 12 closed out, a net change of 0 holders.
  • The largest Invesco Dorsey Wright Momentum ETF buyer in Q3 2023 was NewSquare Capital, an estimated $8.14M added.
  • The largest Invesco Dorsey Wright Momentum ETF seller in Q3 2023 was Prospera Financial Services, an estimated $1.17M sold.

Based on aggregated 13F filings for Q3 2023.