PDP icon

Invesco Dorsey Wright Momentum ETF
PDP

Overview Fund Activity

205 hedge funds and large institutions have $700M invested in Invesco Dorsey Wright Momentum ETF in 2025 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 48 increasing their positions, 66 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
205
Holders Change
-1
Holders Change %
-0.49%
% of All Funds
2.79%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
20
Increased
48
Reduced
66
Closed
17
Calls
$460K
Puts
$260K
Net Calls
+$200K
Net Calls Change
+$663K

Top Buyers

1
SF
Summit Financial
New Jersey
$20.5M
2
LPL Financial
LPL Financial
California
$35.4M
3
FFA
Farther Finance Advisors
California
$7.15M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$2M
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$10.1M

Top Sellers

1
Raymond James Financial
Raymond James Financial
Florida
$68.2M
2
UBS Group
UBS Group
Switzerland
$25.1M
3
WA
Win Advisors
Florida
$0
4
Morgan Stanley
Morgan Stanley
New York
$68M
5
Wells Fargo
Wells Fargo
California
$53.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
MFA
126
Morling Financial Advisors
California
$293K – – –
EH
127
Equitable Holdings
New York
$292K – – –
ASN
128
Advisory Services Network
Georgia
$291K +$291K +2,909 New
KWM
129
Kingsview Wealth Management
Oregon
$288K +$27.6K +276 +11%
TNA
130
True North Advisors
Texas
$287K – – –
MWM
131
Modern Wealth Management
Kansas
$283K – – –
Jones Financial Companies
132
Jones Financial Companies
Missouri
$278K +$99.3K +997 +56%
National Bank of Canada
133
National Bank of Canada
Quebec, Canada
$275K – – –
PRTG
134
Post Resch Tallon Group
New York
$272K +$72.8K +730 +37%
AF
135
Apollon Financial
South Carolina
$272K +$28.4K +284 +12%
NL
136
NWAM LLC
Washington
$268K -$132K -1,316 -33%
SWM
137
Selective Wealth Management
Virginia
$267K – – –
BCM
138
Brookstone Capital Management
Illinois
$264K -$17.5K -175 -6%
Corient Private Wealth
139
Corient Private Wealth
Florida
$259K -$13.9K -139 -5%
FCCM
140
First City Capital Management
Georgia
$258K – – –
JWCA
141
J.W. Cole Advisors
Florida
$253K +$253K +2,526 New
WF
142
Welch & Forbes
Massachusetts
$242K – – –
SA
143
Shilanski & Associates
Alaska
$222K – – –
KFGK
144
Keystone Financial Group (Kentucky)
Kentucky
$220K -$57.3K -573 -21%
Citigroup
145
Citigroup
New York
$219K -$7.4K -74 -3%
Koshinski Asset Management
146
Koshinski Asset Management
Illinois
$219K – – –
SMC
147
Smith, Moore & Co
Missouri
$212K – – –
HT
148
Heritage Trust
Oklahoma
$209K – – –
DIM
149
Delta Investment Management
California
$207K +$100 +1 +0%
AWM
150
Affinity Wealth Management
Delaware
$206K +$19.4K +194 +10%
4 5
6
7 8