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Invesco Dorsey Wright Momentum ETF

203 hedge funds and large institutions have $726M invested in Invesco Dorsey Wright Momentum ETF in 2025 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 45 increasing their positions, 67 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

9.91% more ownership

Funds ownership: 46.53%56.44% (+9.9%)

4% more capital invested

Capital invested by funds: $701M → $726M (+$25.8M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

2% less funds holding

Funds holding: 208203 (-5)

23% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 22

33% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 67

56% less call options, than puts

Call options by funds: $684K | Put options by funds: $1.55M

Holders
203
Holders Change
-5
Holders Change %
-2.4%
% of All Funds
2.67%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
17
Increased
45
Reduced
67
Closed
22
Calls
$684K
Puts
$1.55M
Net Calls
-$869K
Net Calls Change
-$1.07M
Name Holding Trade Value Shares
Change
Change in
Stake
Jones Financial Companies
126
Jones Financial Companies
Missouri
$299K -$1.74K -17 -0.6%
AF
127
Apollon Financial
South Carolina
$295K
BCM
128
Brookstone Capital Management
Illinois
$290K +$2.96K +29 +1%
FCCM
129
First City Capital Management
Georgia
$281K
National Bank of Canada
130
National Bank of Canada
Quebec, Canada
$281K -$16.8K -165 -6%
WF
131
Welch & Forbes
Massachusetts
$263K
SWM
132
Spire Wealth Management
Virginia
$263K -$130K -1,275 -35%
OSAM
133
O'Shaughnessy Asset Management
Connecticut
$256K +$179K +1,757 +293%
HighTower Advisors
134
HighTower Advisors
Illinois
$250K -$128K -1,255 -35%
PRTG
135
Post Resch Tallon Group
New York
$244K -$49K -480 -18%
SA
136
Shilanski & Associates
Alaska
$241K
Citigroup
137
Citigroup
New York
$238K
Koshinski Asset Management
138
Koshinski Asset Management
Illinois
$238K
SMC
139
Smith, Moore & Co
Missouri
$231K
HT
140
Heritage Trust
Oklahoma
$227K
DIM
141
Delta Investment Management
California
$225K +$102 +1 +0%
AWM
142
Affinity Wealth Management
Delaware
$223K
KFGK
143
Keystone Financial Group (Kentucky)
Kentucky
$223K -$15.2K -149 -7%
IWM
144
IHT Wealth Management
Illinois
$219K -$143K -1,400 -41%
CA
145
CWC Advisors
Oregon
$218K
MCP
146
Mirador Capital Partners
California
$217K +$204K +2,000 New
VCP
147
Vista Capital Partners
Oregon
$217K +$204K +2,000 New
VWA
148
Visionary Wealth Advisors
Illinois
$212K +$199K +1,950 New
TWM
149
Trueblood Wealth Management
Ohio
$207K +$195K +1,910 New
Kovitz Investment Group Partners
150
Kovitz Investment Group Partners
Illinois
$200K +$188K +1,842 New

PDP Hedge Fund Activity: Q2 2025 in Review

203 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Momentum ETF (PDP) for Q2 2025, worth a combined $726M — up 3.7% from $701M a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of PDP and 17 opened new positions — a net loss of 5 holders — while 67 trimmed existing stakes and 45 added.

The largest buyer was Two Sigma Investments, opening a new position worth an estimated $2.55M. The largest seller was Raymond James Financial, cutting an estimated $18M.

  • 203 institutional investors held Invesco Dorsey Wright Momentum ETF (PDP) as of Q2 2025, down from 208 in Q1 2025.
  • Funds reported $726M of Invesco Dorsey Wright Momentum ETF stock for Q2 2025, up 3.7% quarter-over-quarter.
  • 17 funds opened new Invesco Dorsey Wright Momentum ETF positions in Q2 2025 and 22 closed out, a net change of -5 holders.
  • The largest Invesco Dorsey Wright Momentum ETF buyer in Q2 2025 was Two Sigma Investments, an estimated $2.55M added.
  • The largest Invesco Dorsey Wright Momentum ETF seller in Q2 2025 was Raymond James Financial, an estimated $18M sold.

Based on aggregated 13F filings for Q2 2025.