Invesco Dorsey Wright Momentum ETF
208 hedge funds and large institutions have $970M invested in Invesco Dorsey Wright Momentum ETF in 2024 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 43 increasing their positions, 60 reducing their positions, and 7 closing their positions.
386% more first-time investments, than exits
New positions opened: 34 | Existing positions closed: 7
34% more capital invested
Capital invested by funds: $722M → $970M (+$248M)
10% more funds holding
Funds holding: 189 → 208 (+19)
0.1% more ownership
Funds ownership: 46.48% → 46.58% (+0.1%)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
28% less repeat investments, than reductions
Existing positions increased: 43 | Existing positions reduced: 60
39% less call options, than puts
Call options by funds: $721K | Put options by funds: $1.18M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$4.95M |
| 2 |
WA
Win Advisors
Palm Beach Gardens,
Florida
|
+$3.96M |
| 3 |
FMP
Financial Management Professionals
Austin,
Texas
|
+$2.48M |
| 4 |
GRP
Global Retirement Partners
San Rafael,
California
|
+$1.95M |
| 5 |
HIS
Harvest Investment Services
Oakbrook Terrace,
Illinois
|
+$1.07M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$3.04M |
| 2 |
LWM
LJI Wealth Management
Indianapolis,
Indiana
|
-$2.79M |
| 3 |
PFS
Prospera Financial Services
Dallas,
Texas
|
-$2.58M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$2.42M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$2.12M |
PDP Hedge Fund Activity: Q4 2024 in Review
208 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Momentum ETF (PDP) for Q4 2024, worth a combined $970M — up 34% from $722M a quarter earlier.
Buyers outnumbered sellers: 34 funds opened new PDP positions and 7 closed out — a net gain of 27 holders — while 43 added to existing stakes and 60 trimmed.
The largest buyer was UBS Group, adding an estimated $4.95M. The largest seller was LPL Financial, cutting an estimated $3.04M.
- 208 institutional investors held Invesco Dorsey Wright Momentum ETF (PDP) as of Q4 2024, up from 189 in Q3 2024.
- Funds reported $970M of Invesco Dorsey Wright Momentum ETF stock for Q4 2024, up 34% quarter-over-quarter.
- 34 funds opened new Invesco Dorsey Wright Momentum ETF positions in Q4 2024 and 7 closed out, a net change of +27 holders.
- The largest Invesco Dorsey Wright Momentum ETF buyer in Q4 2024 was UBS Group, an estimated $4.95M added.
- The largest Invesco Dorsey Wright Momentum ETF seller in Q4 2024 was LPL Financial, an estimated $3.04M sold.
Based on aggregated 13F filings for Q4 2024.