PDP icon

Invesco Dorsey Wright Momentum ETF
PDP

Overview Fund Activity

192 hedge funds and large institutions have $726M invested in Invesco Dorsey Wright Momentum ETF in 2024 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 45 increasing their positions, 55 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
192
Holders Change
+14
Holders Change %
+7.87%
% of All Funds
2.78%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
25
Increased
45
Reduced
55
Closed
9
Calls
$365K
Puts
–
Net Calls
+$365K
Net Calls Change
-$80K

Top Buyers

1
NC
NewSquare Capital
Pennsylvania
$34.5M
2
WA
Win Advisors
Florida
$6.17M
3
Bank of America
Bank of America
North Carolina
$47.6M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$34.5M
5
GAA
Global Assets Advisory
Florida
$3.2M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$77.6M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$9.62M
3
Osaic Holdings
Osaic Holdings
Arizona
$9.19M
4
LPL Financial
LPL Financial
California
$23M
5
RJFSA
Raymond James Financial Services Advisors
Florida
$12M
Name Holding Trade Value Shares
Change 		Shares
Change %
Northern Trust
126
Northern Trust
Illinois
$276K – – –
RIA
127
Realta Investment Advisors
Delaware
$271K +$271K +2,743 New
Corient Private Wealth
128
Corient Private Wealth
Florida
$270K +$99 +1 +0%
SWM
129
Selective Wealth Management
Virginia
$268K – – –
OPA
130
Old Port Advisors
Maine
$263K -$29.6K -300 -10%
SL
131
Salomon & Ludwin
Virginia
$256K -$163K -1,655 -39%
AWA
132
Arkadios Wealth Advisors
Georgia
$250K – – –
National Bank of Canada
133
National Bank of Canada
Quebec, Canada
$249K -$14.5K -150 -5%
AF
134
Apollon Financial
South Carolina
$240K – – –
WF
135
Welch & Forbes
Massachusetts
$239K – – –
CPG
136
Custom Portfolio Group
Colorado
$234K – – –
PWM
137
Perigon Wealth Management
California
$232K – – –
APA
138
Astoria Portfolio Advisors
New York
$226K – – –
SA
139
Shilanski & Associates
Alaska
$219K +$219K +2,221 New
CFGS
140
Concourse Financial Group Securities
Alabama
$214K – – –
SMC
141
Smith, Moore & Co
Missouri
$210K +$210K +2,122 New
HT
142
Heritage Trust
Oklahoma
$207K +$207K +2,095 New
Citigroup
143
Citigroup
New York
$206K +$1.19K +12 +0.6%
TWM
144
Trueblood Wealth Management
Ohio
$204K +$204K +2,064 New
DIM
145
Delta Investment Management
California
$204K +$204K +2,063 New
Carson Wealth (CWM LLC)
146
Carson Wealth (CWM LLC)
Nebraska
$190K +$3.76K +38 +2%
HIA
147
Harbor Investment Advisory
Maryland
$177K – – –
Bank of Montreal
148
Bank of Montreal
Ontario, Canada
$160K -$18.9K -191 -11%
FFA
149
Founders Financial Alliance
North Carolina
$135K -$29.3K -297 -18%
SOS
150
Silver Oak Securities
Tennessee
$120K +$120K +1,213 New
4 5
6
7 8