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Invesco Dorsey Wright Momentum ETF
PDP

189 hedge funds and large institutions have $722M invested in Invesco Dorsey Wright Momentum ETF in 2024 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 25 increasing their positions, 66 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 11

22% more call options, than puts

Call options by funds: $1.38M | Put options by funds: $1.14M

5% more capital invested

Capital invested by funds: $687M → $722M (+$34.5M)

4% more funds holding

Funds holding: 181 → 189 (+8)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

9.11% less ownership

Funds ownership: 55.59% → 46.48% (-9.1%)

62% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 66

Holders
189
Holders Change
+8
Holders Change %
+4.42%
% of All Funds
2.71%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
23
Increased
25
Reduced
66
Closed
11
Calls
$1.38M
Puts
$1.14M
Net Calls
+$248K
Net Calls Change
-$26K

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$4.35M
2
UBS Group
UBS Group
Switzerland
+$4.23M
3
BEI
Benjamin Edwards Inc
Missouri
+$1.05M
4
Ameriprise
Ameriprise
Minnesota
+$888K
5
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$875K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$4.7M
2
PFS
Prospera Financial Services
Texas
-$1.64M
3
Osaic Holdings
Osaic Holdings
Arizona
-$1.57M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$1.17M
5
LCM
Lunt Capital Management
Utah
-$986K
Name Holding Trade Value Shares
Change 		Change in
Stake
APA
126
Astoria Portfolio Advisors
New York
$257K – – –
AF
127
Apollon Financial
South Carolina
$251K – – –
WF
128
Welch & Forbes
Massachusetts
$250K – – –
Citigroup
129
Citigroup
New York
$243K – – –
SA
130
Shilanski & Associates
Alaska
$229K – – –
Koshinski Asset Management
131
Koshinski Asset Management
Illinois
$226K – – –
SMC
132
Smith, Moore & Co
Missouri
$219K – – –
AFG
133
Argent Financial Group
Louisiana
$216K +$207K +2,095 New
DIM
134
Delta Investment Management
California
$213K – – –
CFGS
135
Concourse Financial Group Securities
Alabama
$208K -$14.8K -150 -7%
CA
136
CWC Advisors
Oregon
$207K +$198K +2,006 New
MCP
137
Mirador Capital Partners
California
$207K +$197K +2,000 New
VCP
138
Vista Capital Partners
Oregon
$207K +$197K +2,000 New
TWM
139
Trueblood Wealth Management
Ohio
$203K +$194K +1,967 New
Carson Wealth (CWM LLC)
140
Carson Wealth (CWM LLC)
Nebraska
$203K – – –
VWA
141
Visionary Wealth Advisors
Illinois
$201K +$192K +1,950 New
HIA
142
Harbor Investment Advisory
Maryland
$185K – – –
TRCT
143
Tower Research Capital (TRC)
New York
$170K -$198K -2,003 -55%
FFA
144
Founders Financial Alliance
North Carolina
$141K – – –
SL
145
Salomon & Ludwin
Virginia
$135K – – –
WWMSC
146
Wagner Wealth Management (South Carolina)
South Carolina
$122K – – –
AF
147
Allworth Financial
California
$119K – – –
MA
148
MCF Advisors
Kentucky
$118K – – –
HWA
149
HHM Wealth Advisors
Tennessee
$104K – – –
TIM
150
Tortoise Investment Management
New York
$103K – – –
4 5
6
7 8

PDP Hedge Fund Activity: Q3 2024 in Review

189 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Momentum ETF (PDP) for Q3 2024, worth a combined $722M — up 5% from $687M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new PDP positions and 11 closed out — a net gain of 12 holders — while 25 added to existing stakes and 66 trimmed.

The largest buyer was LPL Financial, adding an estimated $4.35M. The largest seller was Morgan Stanley, cutting an estimated $4.7M.

  • 189 institutional investors held Invesco Dorsey Wright Momentum ETF (PDP) as of Q3 2024, up from 181 in Q2 2024.
  • Funds reported $722M of Invesco Dorsey Wright Momentum ETF stock for Q3 2024, up 5% quarter-over-quarter.
  • 23 funds opened new Invesco Dorsey Wright Momentum ETF positions in Q3 2024 and 11 closed out, a net change of +12 holders.
  • The largest Invesco Dorsey Wright Momentum ETF buyer in Q3 2024 was LPL Financial, an estimated $4.35M added.
  • The largest Invesco Dorsey Wright Momentum ETF seller in Q3 2024 was Morgan Stanley, an estimated $4.7M sold.

Based on aggregated 13F filings for Q3 2024.