We are live on ! Find out more
PDP icon

Invesco Dorsey Wright Momentum ETF
PDP

189 hedge funds and large institutions have $722M invested in Invesco Dorsey Wright Momentum ETF in 2024 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 25 increasing their positions, 66 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 11

22% more call options, than puts

Call options by funds: $1.38M | Put options by funds: $1.14M

5% more capital invested

Capital invested by funds: $687M → $722M (+$34.5M)

4% more funds holding

Funds holding: 181 → 189 (+8)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

9.11% less ownership

Funds ownership: 55.59% → 46.48% (-9.1%)

62% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 66

Holders
189
Holders Change
+8
Holders Change %
+4.42%
% of All Funds
2.71%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
23
Increased
25
Reduced
66
Closed
11
Calls
$1.38M
Puts
$1.14M
Net Calls
+$248K
Net Calls Change
-$26K

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$4.35M
2
UBS Group
UBS Group
Switzerland
+$4.23M
3
BEI
Benjamin Edwards Inc
Missouri
+$1.05M
4
Ameriprise
Ameriprise
Minnesota
+$888K
5
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$875K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$4.7M
2
PFS
Prospera Financial Services
Texas
-$1.64M
3
Osaic Holdings
Osaic Holdings
Arizona
-$1.57M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$1.17M
5
LCM
Lunt Capital Management
Utah
-$986K
Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
101
Spire Wealth Management
Virginia
$395K -$43.4K -440 -10%
P
102
&Partners
Tennessee
$387K +$370K +3,746 New
TWM
103
Trinity Wealth Management
Pennsylvania
$380K – – –
EH
104
Equitable Holdings
New York
$360K -$18.1K -183 -5%
SC
105
Sapient Capital
Indiana
$357K – – –
EC
106
Estate Counselors
Wisconsin
$356K +$341K +3,450 New
WIA
107
World Investment Advisors
California
$340K +$325K +3,297 New
GRA
108
Golden Road Advisors
Florida
$334K -$25.1K -254 -7%
PNC Financial Services Group
109
PNC Financial Services Group
Pennsylvania
$330K – – –
GAA
110
Global Assets Advisory
Florida
$329K +$316K +3,200 New
Susquehanna International Group
111
Susquehanna International Group
Pennsylvania
$325K -$419K -4,249 -57%
PSF
112
Pacific Sun Financial
California
$317K – – –
FAIM
113
Financial Advocates Investment Management
Washington
$310K – – –
Jane Street
114
Jane Street
New York
$308K -$939K -9,514 -76%
MFA
115
Morling Financial Advisors
California
$303K – – –
Northwestern Mutual Wealth Management
116
Northwestern Mutual Wealth Management
Wisconsin
$299K -$7.11K -72 -2%
BCM
117
Brookstone Capital Management
Illinois
$298K – – –
TNA
118
True North Advisors
Texas
$297K – – –
SWM
119
Selective Wealth Management
Virginia
$292K – – –
KFGK
120
Keystone Financial Group (Kentucky)
Kentucky
$286K +$274K +2,773 New
Corient Private Wealth
121
Corient Private Wealth
Florida
$282K – – –
RIA
122
Realta Investment Advisors
Delaware
$275K – – –
KWM
123
Kingsview Wealth Management
Oregon
$268K – – –
FCCM
124
First City Capital Management
Georgia
$267K -$98.7K -1,000 -28%
National Bank of Canada
125
National Bank of Canada
Quebec, Canada
$267K – – –
3 4
5
6 7

PDP Hedge Fund Activity: Q3 2024 in Review

189 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Momentum ETF (PDP) for Q3 2024, worth a combined $722M — up 5% from $687M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new PDP positions and 11 closed out — a net gain of 12 holders — while 25 added to existing stakes and 66 trimmed.

The largest buyer was LPL Financial, adding an estimated $4.35M. The largest seller was Morgan Stanley, cutting an estimated $4.7M.

  • 189 institutional investors held Invesco Dorsey Wright Momentum ETF (PDP) as of Q3 2024, up from 181 in Q2 2024.
  • Funds reported $722M of Invesco Dorsey Wright Momentum ETF stock for Q3 2024, up 5% quarter-over-quarter.
  • 23 funds opened new Invesco Dorsey Wright Momentum ETF positions in Q3 2024 and 11 closed out, a net change of +12 holders.
  • The largest Invesco Dorsey Wright Momentum ETF buyer in Q3 2024 was LPL Financial, an estimated $4.35M added.
  • The largest Invesco Dorsey Wright Momentum ETF seller in Q3 2024 was Morgan Stanley, an estimated $4.7M sold.

Based on aggregated 13F filings for Q3 2024.