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Invesco Dorsey Wright Momentum ETF
PDP

183 hedge funds and large institutions have $731M invested in Invesco Dorsey Wright Momentum ETF in 2022 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 29 increasing their positions, 85 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

237% more call options, than puts

Call options by funds: $956K | Put options by funds: $284K

3.22% less ownership

Funds ownership: 57.02% → 53.79% (-3.2%)

9% less funds holding

Funds holding: 202 → 183 (-19)

32% less capital invested

Capital invested by funds: $1.08B → $731M (-$348M)

44% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 34

56% less funds holding in top 10

Funds holding in top 10: 9 → 4 (-5)

66% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 85

Holders
183
Holders Change
-19
Holders Change %
-9.41%
% of All Funds
2.89%
Holding in Top 10
4
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-55.56%
% of All Funds
0.06%
New
19
Increased
29
Reduced
85
Closed
34
Calls
$956K
Puts
$284K
Net Calls
+$672K
Net Calls Change
-$291K

Top Buyers

1
BFEC
Benjamin F. Edwards & Company
Missouri
+$4.13M
2
DADC
D.A. Davidson & Co
Montana
+$2.73M
3
NA
NewEdge Advisors
Louisiana
+$2.18M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.69M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.32M

Top Sellers

1
GA
Gateway Advisory
New Jersey
-$81.2M
2
FIM
Freedom Investment Management
Connecticut
-$22.1M
3
EC
Estate Counselors
Wisconsin
-$15.1M
4
Bank of America
Bank of America
North Carolina
-$13M
5
Morgan Stanley
Morgan Stanley
New York
-$7.84M
Name Holding Trade Value Shares
Change 		Change in
Stake
TIM
151
Tortoise Investment Management
New York
$81K – – –
PA
152
Parallel Advisors
California
$54K – – –
MPWT
153
MassMutual Private Wealth & Trust
Connecticut
$41K – – –
CWA
154
Clearview Wealth Advisors
Oregon
$37K – – –
APA
155
American Portfolios Advisors
New York
$34.2K – – –
FWA
156
FSC Wealth Advisors
New York
$33K – – –
LWA
157
Lenox Wealth Advisors
New York
$32K – – –
CFD
158
Creative Financial Designs
Indiana
$29K – – –
CAPTRUST Financial Advisors
159
CAPTRUST Financial Advisors
North Carolina
$24K – – –
FAG
160
Fortitude Advisory Group
Washington
$24K – – –
SCA
161
Stonebridge Capital Advisors
Minnesota
$22K – – –
US Bancorp
162
US Bancorp
Minnesota
$21K -$10.5K -130 -33%
AIM
163
Anchor Investment Management
South Carolina
$20.7K – – –
CAAS
164
Capital Asset Advisory Services
Michigan
$20K – – –
ODG
165
O'Dell Group
Ohio
$19K – – –
DSC
166
Duncker Streett & Co
Missouri
$16K – – –
M
167
MOTCO
Texas
$16K – – –
Fifth Third Bancorp
168
Fifth Third Bancorp
Ohio
$15K – – –
AWM
169
Aspire Wealth Management
Massachusetts
$14K -$6.98K -86 -34%
SIC
170
Salem Investment Counselors
North Carolina
$12K – – –
KPCM
171
Kings Point Capital Management
New York
$11K – – –
ACA
172
Atlas Capital Advisors
Wyoming
$10.6K – – –
BWL
173
Bogart Wealth LLC
Virginia
$9K – – –
MCM
174
MV Capital Management
Maryland
$9K – – –
TCM
175
Tradewinds Capital Management
Washington
$8K – – –
5 6
7
8 9

PDP Hedge Fund Activity: Q1 2022 in Review

183 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Momentum ETF (PDP) for Q1 2022, worth a combined $731M — down 32% from $1.08B a quarter earlier.

Sellers outnumbered buyers: 34 funds closed out of PDP and 19 opened new positions — a net loss of 15 holders — while 85 trimmed existing stakes and 29 added.

The largest buyer was Benjamin F. Edwards & Company, adding an estimated $4.13M. The largest seller was Gateway Advisory, cutting an estimated $81.2M.

  • 183 institutional investors held Invesco Dorsey Wright Momentum ETF (PDP) as of Q1 2022, down from 202 in Q4 2021.
  • Funds reported $731M of Invesco Dorsey Wright Momentum ETF stock for Q1 2022, down 32% quarter-over-quarter.
  • 19 funds opened new Invesco Dorsey Wright Momentum ETF positions in Q1 2022 and 34 closed out, a net change of -15 holders.
  • The largest Invesco Dorsey Wright Momentum ETF buyer in Q1 2022 was Benjamin F. Edwards & Company, an estimated $4.13M added.
  • The largest Invesco Dorsey Wright Momentum ETF seller in Q1 2022 was Gateway Advisory, an estimated $81.2M sold.

Based on aggregated 13F filings for Q1 2022.