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Invesco Dorsey Wright Momentum ETF
PDP

181 hedge funds and large institutions have $687M invested in Invesco Dorsey Wright Momentum ETF in 2024 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 25 increasing their positions, 71 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more call options, than puts

Call options by funds: $656K | Put options by funds: $382K

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

3.53% less ownership

Funds ownership: 59.12% → 55.59% (-3.5%)

5% less capital invested

Capital invested by funds: $727M → $687M (-$39.9M)

7% less funds holding

Funds holding: 195 → 181 (-14)

58% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 19

65% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 71

Holders
181
Holders Change
-14
Holders Change %
-7.18%
% of All Funds
2.61%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
8
Increased
25
Reduced
71
Closed
19
Calls
$656K
Puts
$382K
Net Calls
+$274K
Net Calls Change
-$91K

Top Buyers

Rank Fund Capital Flow
1
NA
NewEdge Advisors
Louisiana
+$1.69M
2
TWM
Tradition Wealth Management
Minnesota
+$852K
3
FMP
Financial Management Professionals
Texas
+$641K
4
GA
Gateway Advisory
New Jersey
+$377K
5
Stifel Financial
Stifel Financial
Missouri
+$359K

Top Sellers

Rank Fund Capital Flow
1
WA
Win Advisors
Florida
-$6.17M
2
PAG
Private Advisory Group
Washington
-$4.23M
3
GAA
Global Assets Advisory
Florida
-$3.2M
4
Morgan Stanley
Morgan Stanley
New York
-$2.36M
5
UBS Group
UBS Group
Switzerland
-$2.05M
Name Holding Trade Value Shares
Change 		Change in
Stake
AF
126
Apollon Financial
South Carolina
$238K – – –
APA
127
Astoria Portfolio Advisors
New York
$236K – – –
CPG
128
Custom Portfolio Group
Colorado
$232K – – –
Citigroup
129
Citigroup
New York
$230K +$25.2K +262 +13%
PWM
130
Perigon Wealth Management
California
$230K – – –
SA
131
Shilanski & Associates
Alaska
$217K – – –
Koshinski Asset Management
132
Koshinski Asset Management
Illinois
$216K +$211K +2,190 New
CFGS
133
Concourse Financial Group Securities
Alabama
$212K – – –
SMC
134
Smith, Moore & Co
Missouri
$208K – – –
HT
135
Heritage Trust
Oklahoma
$205K – – –
DIM
136
Delta Investment Management
California
$202K – – –
AWM
137
AE Wealth Management
Kansas
$201K -$159K -1,655 -45%
Carson Wealth (CWM LLC)
138
Carson Wealth (CWM LLC)
Nebraska
$193K +$4.33K +45 +2%
HIA
139
Harbor Investment Advisory
Maryland
$175K – – –
FFA
140
Founders Financial Alliance
North Carolina
$133K – – –
SL
141
Salomon & Ludwin
Virginia
$128K -$123K -1,283 -50%
WWMSC
142
Wagner Wealth Management (South Carolina)
South Carolina
$116K – – –
AF
143
Allworth Financial
California
$112K – – –
MA
144
MCF Advisors
Kentucky
$112K – – –
HWA
145
HHM Wealth Advisors
Tennessee
$98.8K – – –
TIM
146
Tortoise Investment Management
New York
$97.9K – – –
Fifth Third Bancorp
147
Fifth Third Bancorp
Ohio
$90.7K +$8.08K +84 +10%
Bank of Montreal
148
Bank of Montreal
Ontario, Canada
$88.7K -$69.2K -719 -45%
AIM
149
Anchor Investment Management
South Carolina
$83.7K – – –
WP
150
WealthShield Partners
North Carolina
$68.5K – – –
4 5
6
7 8

PDP Hedge Fund Activity: Q2 2024 in Review

181 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Momentum ETF (PDP) for Q2 2024, worth a combined $687M — down 5.5% from $727M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of PDP and 8 opened new positions — a net loss of 11 holders — while 71 trimmed existing stakes and 25 added.

The largest buyer was NewEdge Advisors, adding an estimated $1.69M. The largest seller was Win Advisors, exiting entirely with an estimated $6.17M sold.

  • 181 institutional investors held Invesco Dorsey Wright Momentum ETF (PDP) as of Q2 2024, down from 195 in Q1 2024.
  • Funds reported $687M of Invesco Dorsey Wright Momentum ETF stock for Q2 2024, down 5.5% quarter-over-quarter.
  • 8 funds opened new Invesco Dorsey Wright Momentum ETF positions in Q2 2024 and 19 closed out, a net change of -11 holders.
  • The largest Invesco Dorsey Wright Momentum ETF buyer in Q2 2024 was NewEdge Advisors, an estimated $1.69M added.
  • The largest Invesco Dorsey Wright Momentum ETF seller in Q2 2024 was Win Advisors, an estimated $6.17M sold.

Based on aggregated 13F filings for Q2 2024.