We are live on ! Find out more
PDP icon

Invesco Dorsey Wright Momentum ETF
PDP

173 hedge funds and large institutions have $568M invested in Invesco Dorsey Wright Momentum ETF in 2022 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 31 increasing their positions, 69 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.01% more ownership

Funds ownership: 53.79% → 53.81% (+0.01%)

5% less funds holding

Funds holding: 183 → 173 (-10)

22% less capital invested

Capital invested by funds: $731M → $568M (-$163M)

32% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 22

50% less funds holding in top 10

Funds holding in top 10: 4 → 2 (-2)

55% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 69

Holders
173
Holders Change
-10
Holders Change %
-5.46%
% of All Funds
2.91%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
15
Increased
31
Reduced
69
Closed
22
Calls
$817K
Puts
–
Net Calls
+$817K
Net Calls Change
+$145K

Top Buyers

1
SC
Savant Capital
Illinois
+$14.7M
2
NA
NewEdge Advisors
Louisiana
+$2.07M
3
Bank of America
Bank of America
North Carolina
+$1.66M
4
Citadel Advisors
Citadel Advisors
Florida
+$1.64M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.48M

Top Sellers

1
NC
NewSquare Capital
Pennsylvania
-$12M
2
PFS
Prospera Financial Services
Texas
-$11.4M
3
LPL Financial
LPL Financial
California
-$7.93M
4
RJFSA
Raymond James Financial Services Advisors
Florida
-$7.81M
5
Wells Fargo
Wells Fargo
California
-$4.98M
Name Holding Trade Value Shares
Change 		Change in
Stake
US Bancorp
151
US Bancorp
Minnesota
$18K – – –
AIM
152
Anchor Investment Management
South Carolina
$17.4K – – –
CAAS
153
Capital Asset Advisory Services
Michigan
$16K – – –
ODG
154
O'Dell Group
Ohio
$16K – – –
DSC
155
Duncker Streett & Co
Missouri
$14K – – –
Fifth Third Bancorp
156
Fifth Third Bancorp
Ohio
$13K – – –
M
157
MOTCO
Texas
$13K – – –
SIC
158
Salem Investment Counselors
North Carolina
$10K – – –
ACA
159
Atlas Capital Advisors
Wyoming
$8.92K – – –
BWL
160
Bogart Wealth LLC
Virginia
$8K – – –
MCM
161
MV Capital Management
Maryland
$8K – – –
CT
162
Cambridge Trust
Massachusetts
$8K +$8.99K +120 New
AWM
163
Aspire Wealth Management
Massachusetts
$6K -$6.37K -85 -50%
IRC
164
Investors Research Corp
Georgia
$5K – – –
TFA
165
Transamerica Financial Advisors
Florida
$4K +$3.67K +49 New
CA
166
Crewe Advisors
Utah
$4K +$4.27K +57 New
WT
167
Whittier Trust
California
$3K -$3.74K -50 -50%
HR
168
Howe & Rusling
New York
$3K – – –
CMA
169
Cedar Mountain Advisors
Oregon
$2K – – –
DWP
170
Destiny Wealth Partners
Florida
$2K – – –
CAL
171
Capital Analysts LLC
Pennsylvania
$1K – – –
BRWM
172
B. Riley Wealth Management
Tennessee
$563 -$1.72K -23 -0.3%
Bank of Montreal
173
Bank of Montreal
Ontario, Canada
$88 -$300 -4 -0.3%
TRCT
174
Tower Research Capital (TRC)
New York
– -$722K -8,912 Closed
Renaissance Technologies
175
Renaissance Technologies
New York
– -$697K -8,600 Closed
4 5 6
7
8

PDP Hedge Fund Activity: Q2 2022 in Review

173 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Momentum ETF (PDP) for Q2 2022, worth a combined $568M — down 22% from $731M a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of PDP and 15 opened new positions — a net loss of 7 holders — while 69 trimmed existing stakes and 31 added.

The largest buyer was Savant Capital, adding an estimated $14.7M. The largest seller was NewSquare Capital, cutting an estimated $12M.

  • 173 institutional investors held Invesco Dorsey Wright Momentum ETF (PDP) as of Q2 2022, down from 183 in Q1 2022.
  • Funds reported $568M of Invesco Dorsey Wright Momentum ETF stock for Q2 2022, down 22% quarter-over-quarter.
  • 15 funds opened new Invesco Dorsey Wright Momentum ETF positions in Q2 2022 and 22 closed out, a net change of -7 holders.
  • The largest Invesco Dorsey Wright Momentum ETF buyer in Q2 2022 was Savant Capital, an estimated $14.7M added.
  • The largest Invesco Dorsey Wright Momentum ETF seller in Q2 2022 was NewSquare Capital, an estimated $12M sold.

Based on aggregated 13F filings for Q2 2022.