PDP icon

Invesco Dorsey Wright Momentum ETF
PDP

Overview Fund Activity

199 hedge funds and large institutions have $1.08B invested in Invesco Dorsey Wright Momentum ETF in 2021 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 41 increasing their positions, 74 reducing their positions, and 17 closing their positions.

Holders
199
Holders Change
+16
Holders Change %
+8.74%
% of All Funds
3.07%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
34
Increased
41
Reduced
74
Closed
17
Calls
$963K
Puts
–
Net Calls
+$963K
Net Calls Change
+$415K

Top Buyers

1
GA
1
Gateway Advisory
New Jersey
$95.8M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$23.7M
3
Rockefeller Capital Management
3
Rockefeller Capital Management
New York
$6.71M
4
MAP
4
Milestone Advisory Partners
North Carolina
$7.56M
5
RJA
5
Raymond James & Associates
Florida
$68.6M

Top Sellers

1
Citigroup
1
Citigroup
New York
$218K
2
AWM
2
AE Wealth Management
Kansas
$1M
3
AWM
3
Affinity Wealth Management
Delaware
$0
4
Truist Financial
4
Truist Financial
North Carolina
$8.5M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$5.85M
Name Market Value Shares Shares
Change 		Shares
Change %
WWM
151
Wagner Wealth Management
South Carolina
$170K 1,796 – –
FF
152
FourThought Financial
Florida
$169K 1,786 – –
DWP
153
Destiny Wealth Partners
Florida
$169K 1,789 – –
PFBT
154
Parkside Financial Bank & Trust
Missouri
$146K 1,545 – –
FFA
155
Founders Financial Alliance
North Carolina
$131K 1,381 – –
FA
156
Fortis Advisors
Pennsylvania
$131K 1,387 +1 +0.1%
Bank of Montreal
157
Bank of Montreal
Ontario, Canada
$109K 1,142 – –
TIM
158
Tortoise Investment Management
New York
$95K 1,000 – –
HWA
159
HHM Wealth Advisors
Tennessee
$95K 1,010 +1,010 New
NFG
160
Next Financial Group
Texas
$75K 791 -75 -9%
PA
161
Parallel Advisors
California
$63K 662 -75 -10%
CA
162
CoreCap Advisors
Michigan
$50K 533 +533 New
MPWT
163
MassMutual Private Wealth & Trust
Connecticut
$48K 503 – –
APW
164
Acima Private Wealth
Virginia
$47K 500 – –
CWA
165
Clearview Wealth Advisors
Oregon
$43K 451 -1 -0.2%
APA
166
American Portfolios Advisors
New York
$39.9K 422 +180 +74%
HI
167
Harbour Investments
Wisconsin
$38K 400 -3,296 -89%
LWA
168
Lenox Wealth Advisors
New York
$38K 400 – –
FWA
169
FSC Wealth Advisors
New York
$38K 405 +405 New
US Bancorp
170
US Bancorp
Minnesota
$37K 392 -594 -60%
EIP
171
Ellis Investment Partners
Pennsylvania
$37K 400 +400 New
CFD
172
Creative Financial Designs
Indiana
$34K 356 – –
CAPTRUST Financial Advisors
173
CAPTRUST Financial Advisors
North Carolina
$28K 297 – –
FAG
174
Fortitude Advisory Group
Washington
$28K 293 +293 New
SCA
175
Stonebridge Capital Advisors
Minnesota
$26K 271 – –
5 6
7
8 9