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Invesco Dorsey Wright Momentum ETF
PDP

195 hedge funds and large institutions have $727M 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, 56 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

178% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 9

8% more funds holding

Funds holding: 181 → 195 (+14)

3% more capital invested

Capital invested by funds: $703M → $727M (+$24M)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

4.02% less ownership

Funds ownership: 63.14% → 59.12% (-4%)

20% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 56

Holders
195
Holders Change
+14
Holders Change %
+7.73%
% of All Funds
2.81%
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
56
Closed
9
Calls
$365K
Puts
–
Net Calls
+$365K
Net Calls Change
-$80K

Top Buyers

Rank Fund Capital Flow
1
GAA
Global Assets Advisory
Florida
+$28.7M
2
NC
NewSquare Capital
Pennsylvania
+$7.28M
3
WA
Win Advisors
Florida
+$5.7M
4
Bank of America
Bank of America
North Carolina
+$3.24M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$3.1M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$83.5M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$11.3M
3
Osaic Holdings
Osaic Holdings
Arizona
-$2.88M
4
LPL Financial
LPL Financial
California
-$1.57M
5
RJFSA
Raymond James Financial Services Advisors
Florida
-$1.53M
Name Holding Trade Value Shares
Change 		Change in
Stake
TNA
126
True North Advisors
Texas
$284K – – –
EFG
127
Ethos Financial Group
Pennsylvania
$280K +$259K +2,833 New
Northern Trust
128
Northern Trust
Illinois
$276K – – –
RIA
129
Realta Investment Advisors
Delaware
$271K +$250K +2,743 New
Corient Private Wealth
130
Corient Private Wealth
Florida
$270K +$91 +1 +0%
SWM
131
Selective Wealth Management
Virginia
$268K – – –
OPA
132
Old Port Advisors
Maine
$263K -$27.4K -300 -10%
SL
133
Salomon & Ludwin
Virginia
$256K -$151K -1,655 -39%
AWA
134
Arkadios Wealth Advisors
Georgia
$250K – – –
National Bank of Canada
135
National Bank of Canada
Quebec, Canada
$249K -$13.7K -150 -5%
AF
136
Apollon Financial
South Carolina
$240K – – –
WF
137
Welch & Forbes
Massachusetts
$239K – – –
CPG
138
Custom Portfolio Group
Colorado
$234K – – –
PWM
139
Perigon Wealth Management
California
$232K – – –
APA
140
Astoria Portfolio Advisors
New York
$226K – – –
SA
141
Shilanski & Associates
Alaska
$219K +$203K +2,221 New
CFGS
142
Concourse Financial Group Securities
Alabama
$214K – – –
SMC
143
Smith, Moore & Co
Missouri
$210K +$194K +2,122 New
HT
144
Heritage Trust
Oklahoma
$207K +$191K +2,095 New
Citigroup
145
Citigroup
New York
$206K +$1.09K +12 +0.6%
TWM
146
Trueblood Wealth Management
Ohio
$204K +$188K +2,064 New
DIM
147
Delta Investment Management
California
$204K +$188K +2,063 New
Carson Wealth (CWM LLC)
148
Carson Wealth (CWM LLC)
Nebraska
$190K +$3.47K +38 +2%
HIA
149
Harbor Investment Advisory
Maryland
$177K – – –
Bank of Montreal
150
Bank of Montreal
Ontario, Canada
$160K -$17.4K -191 -11%
4 5
6
7 8

PDP Hedge Fund Activity: Q1 2024 in Review

195 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Momentum ETF (PDP) for Q1 2024, worth a combined $727M — up 3.4% from $703M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new PDP positions and 9 closed out — a net gain of 16 holders — while 45 added to existing stakes and 56 trimmed.

The largest buyer was Global Assets Advisory, opening a new position worth an estimated $28.7M. The largest seller was Morgan Stanley, cutting an estimated $83.5M.

  • 195 institutional investors held Invesco Dorsey Wright Momentum ETF (PDP) as of Q1 2024, up from 181 in Q4 2023.
  • Funds reported $727M of Invesco Dorsey Wright Momentum ETF stock for Q1 2024, up 3.4% quarter-over-quarter.
  • 25 funds opened new Invesco Dorsey Wright Momentum ETF positions in Q1 2024 and 9 closed out, a net change of +16 holders.
  • The largest Invesco Dorsey Wright Momentum ETF buyer in Q1 2024 was Global Assets Advisory, an estimated $28.7M added.
  • The largest Invesco Dorsey Wright Momentum ETF seller in Q1 2024 was Morgan Stanley, an estimated $83.5M sold.

Based on aggregated 13F filings for Q1 2024.