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Invesco Dorsey Wright Momentum ETF
PDP

208 hedge funds and large institutions have $701M invested in Invesco Dorsey Wright Momentum ETF in 2025 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 49 increasing their positions, 66 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more call options, than puts

Call options by funds: $460K | Put options by funds: $260K

18% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 17

0% more funds holding

Funds holding: 208 → 208 (0)

0.05% less ownership

Funds ownership: 46.58% → 46.53% (-0.05%)

26% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 66

28% less capital invested

Capital invested by funds: $970M → $701M (-$269M)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
208
Holders Change
–
Holders Change %
0%
% 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
49
Reduced
66
Closed
17
Calls
$460K
Puts
$260K
Net Calls
+$200K
Net Calls Change
+$663K

Top Buyers

1
SF
Summit Financial
New Jersey
+$22.1M
2
LPL Financial
LPL Financial
California
+$13.2M
3
FFA
Farther Finance Advisors
California
+$7.54M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$2.16M
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$1.59M

Top Sellers

1
Raymond James Financial
Raymond James Financial
Florida
-$7.1M
2
UBS Group
UBS Group
Switzerland
-$6.04M
3
WA
Win Advisors
Florida
-$3.88M
4
Morgan Stanley
Morgan Stanley
New York
-$2.39M
5
Wells Fargo
Wells Fargo
California
-$2.08M
Name Holding Trade Value Shares
Change 		Change in
Stake
DIM
151
Delta Investment Management
California
$207K +$108 +1 +0%
AWM
152
Affinity Wealth Management
Delaware
$206K +$21K +194 +10%
CA
153
CWC Advisors
Oregon
$201K – – –
BTD
154
BankPlus Trust Department
Mississippi
$183K – – –
HIA
155
Harbor Investment Advisory
Maryland
$179K – – –
AWM
156
AE Wealth Management
Kansas
$174K -$9.72K -90 -5%
AF
157
Allworth Financial
California
$160K +$31K +287 +22%
WWMSC
158
Wagner Wealth Management (South Carolina)
South Carolina
$119K +$108 +1 +0.1%
MA
159
MCF Advisors
Kentucky
$114K – – –
HWA
160
HHM Wealth Advisors
Tennessee
$101K – – –
TIM
161
Tortoise Investment Management
New York
$100K – – –
Fifth Third Bancorp
162
Fifth Third Bancorp
Ohio
$92.7K – – –
AIM
163
Anchor Investment Management
South Carolina
$85.5K – – –
FFA
164
Founders Financial Alliance
North Carolina
$80.2K -$60.8K -563 -41%
WSFS
165
Wilmington Savings Fund Society
Delaware
$80K – – –
WP
166
WealthShield Partners
North Carolina
$70K +$75.6K +700 New
CAM
167
Costello Asset Management
Pennsylvania
$63K +$68.1K +630 New
OSAM
168
O'Shaughnessy Asset Management
Connecticut
$60K +$64.8K +600 New
HI
169
Harbour Investments
Wisconsin
$59.4K – – –
SL
170
Salomon & Ludwin
Virginia
$52.8K -$66.5K -616 -54%
PA
171
Parallel Advisors
California
$46.6K – – –
HCP
172
Hexagon Capital Partners
Arkansas
$40K – – –
CICI
173
Capital Investment Counsel Inc
North Carolina
$39.2K – – –
CIBC Private Wealth Group
174
CIBC Private Wealth Group
Georgia
$36.7K -$10.8K -100 -20%
CFD
175
Creative Financial Designs
Indiana
$35.6K – – –
5 6
7
8 9

PDP Hedge Fund Activity: Q1 2025 in Review

208 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Momentum ETF (PDP) for Q1 2025, worth a combined $701M — down 28% from $970M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new PDP positions and 17 closed out — a net gain of 3 holders — while 49 added to existing stakes and 66 trimmed.

The largest buyer was Summit Financial, opening a new position worth an estimated $22.1M. The largest seller was Raymond James Financial, cutting an estimated $7.1M.

  • 208 institutional investors held Invesco Dorsey Wright Momentum ETF (PDP) as of Q1 2025, unchanged from Q4 2024.
  • Funds reported $701M of Invesco Dorsey Wright Momentum ETF stock for Q1 2025, down 28% quarter-over-quarter.
  • 20 funds opened new Invesco Dorsey Wright Momentum ETF positions in Q1 2025 and 17 closed out, a net change of +3 holders.
  • The largest Invesco Dorsey Wright Momentum ETF buyer in Q1 2025 was Summit Financial, an estimated $22.1M added.
  • The largest Invesco Dorsey Wright Momentum ETF seller in Q1 2025 was Raymond James Financial, an estimated $7.1M sold.

Based on aggregated 13F filings for Q1 2025.