We are live on ! Find out more
PDP icon

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
S
126
Surevest
California
$197K
CFB
127
Cullen/Frost Bankers
Texas
$189K
DWMG
128
DB Wealth Management Group
California
$149K
SWM
129
Spire Wealth Management
Virginia
$148K +$75 +1 +0%
Citigroup
130
Citigroup
New York
$142K +$11.2K +150 +8%
AWM
131
Accel Wealth Management
Iowa
$128K -$15K -200 -10%
WFA
132
WestHill Financial Advisors
California
$126K
WWMSC
133
Wagner Wealth Management (South Carolina)
South Carolina
$122K -$134K -1,795 -50%
HIA
134
Harbor Investment Advisory
Maryland
$122K +$134K +1,790 New
FA
135
Fortis Advisors
Pennsylvania
$95K +$150 +2 +0.1%
FFA
136
Founders Financial Alliance
North Carolina
$94K
MA
137
MCF Advisors
Kentucky
$78K
PA
138
Parallel Advisors
California
$76K +$34.1K +455 +69%
HWA
139
HHM Wealth Advisors
Tennessee
$69K
TIM
140
Tortoise Investment Management
New York
$68K
HCP
141
Hexagon Capital Partners
Arkansas
$48K +$52.9K +706 New
MPWT
142
MassMutual Private Wealth & Trust
Connecticut
$34K
CWA
143
Clearview Wealth Advisors
Oregon
$31K
APA
144
American Portfolios Advisors
New York
$28.7K
PFBT
145
Parkside Financial Bank & Trust
Missouri
$27K -$86.2K -1,151 -74%
HI
146
Harbour Investments
Wisconsin
$27K +$30K +400 New
CFD
147
Creative Financial Designs
Indiana
$24K
FWA
148
FSC Wealth Advisors
New York
$23K -$5.02K -67 -17%
CAPTRUST Financial Advisors
149
CAPTRUST Financial Advisors
North Carolina
$20K
CA
150
CoreCap Advisors
Michigan
$19K +$21.2K +283 New

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.