PDP icon

Invesco Dorsey Wright Momentum ETF
PDP

Overview Fund Activity

205 hedge funds and large institutions have $700M invested in Invesco Dorsey Wright Momentum ETF in 2025 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 48 increasing their positions, 66 reducing their positions, and 17 closing their positions.

Holders
205
Holders Change
-1
Holders Change %
-0.49%
% 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
48
Reduced
66
Closed
17
Calls
$460K
Puts
$260K
Net Calls
+$200K
Net Calls Change
+$663K

Top Buyers

1
SF
1
Summit Financial
New Jersey
$20.5M
2
LPL Financial
2
LPL Financial
California
$35.4M
3
FFA
3
Farther Finance Advisors
California
$7.15M
4
BNP Paribas Financial Markets
4
BNP Paribas Financial Markets
France
$2M
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$10.1M

Top Sellers

1
Raymond James Financial
1
Raymond James Financial
Florida
$68.2M
2
UBS Group
2
UBS Group
Switzerland
$25.1M
3
WA
3
Win Advisors
Florida
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$68M
5
Wells Fargo
5
Wells Fargo
California
$53.4M
Name Market Value Shares Shares
Change 		Shares
Change %
CA
151
CWC Advisors
Oregon
$201K 2,006 – –
BTD
152
BankPlus Trust Department
Mississippi
$183K 1,832 – –
HIA
153
Harbor Investment Advisory
Maryland
$179K 1,790 – –
AWM
154
AE Wealth Management
Kansas
$174K 1,743 -90 -5%
AF
155
Allworth Financial
California
$160K 1,615 +287 +22%
WWM
156
Wagner Wealth Management
South Carolina
$119K 1,186 +1 +0.1%
MA
157
MCF Advisors
Kentucky
$114K 1,140 – –
HWA
158
HHM Wealth Advisors
Tennessee
$101K 1,010 – –
TIM
159
Tortoise Investment Management
New York
$100K 1,000 – –
Fifth Third Bancorp
160
Fifth Third Bancorp
Ohio
$92.7K 927 – –
AIM
161
Anchor Investment Management
South Carolina
$85.5K 855 – –
FFA
162
Founders Financial Alliance
North Carolina
$80.2K 802 -563 -41%
WSFS
163
Wilmington Savings Fund Society
Delaware
$80K 800 – –
WP
164
WealthShield Partners
North Carolina
$70K 700 +700 New
CAM
165
Costello Asset Management
Pennsylvania
$63K 630 +630 New
OSAM
166
O'Shaughnessy Asset Management
Connecticut
$60K 600 +600 New
HI
167
Harbour Investments
Wisconsin
$59.4K 594 – –
SL
168
Salomon & Ludwin
Virginia
$52.8K 528 -616 -54%
PA
169
Parallel Advisors
California
$46.6K 466 – –
HCP
170
Hexagon Capital Partners
Arkansas
$40K 400 – –
CICI
171
Capital Investment Counsel Inc
North Carolina
$39.2K 392 – –
CIBC Private Wealth Group
172
CIBC Private Wealth Group
Georgia
$36.7K 410 -100 -20%
CFD
173
Creative Financial Designs
Indiana
$35.6K 356 – –
BC
174
Barrett & Company
Rhode Island
$30K 300 – –
MCM
175
MAI Capital Management
Ohio
$30K 300 – –
5 6
7
8 9