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Invesco Dorsey Wright Momentum ETF
PDP

203 hedge funds and large institutions have $726M invested in Invesco Dorsey Wright Momentum ETF in 2025 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 45 increasing their positions, 67 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

9.91% more ownership

Funds ownership: 46.53% → 56.44% (+9.9%)

4% more capital invested

Capital invested by funds: $701M → $726M (+$25.8M)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

2% less funds holding

Funds holding: 208 → 203 (-5)

23% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 22

33% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 67

56% less call options, than puts

Call options by funds: $684K | Put options by funds: $1.55M

Holders
203
Holders Change
-5
Holders Change %
-2.4%
% of All Funds
2.67%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
17
Increased
45
Reduced
67
Closed
22
Calls
$684K
Puts
$1.55M
Net Calls
-$869K
Net Calls Change
-$1.07M

Top Buyers

Rank Fund Capital Flow
1
Two Sigma Investments
Two Sigma Investments
New York
+$2.55M
2
Morgan Stanley
Morgan Stanley
New York
+$1.98M
3
Stifel Financial
Stifel Financial
Missouri
+$1.53M
4
BC
Broadwater Capital
Massachusetts
+$1.04M
5
Goldman Sachs
Goldman Sachs
New York
+$1.04M

Top Sellers

Rank Fund Capital Flow
1
Raymond James Financial
Raymond James Financial
Florida
-$18M
2
UBS Group
UBS Group
Switzerland
-$6.36M
3
Wells Fargo
Wells Fargo
California
-$5.8M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$4.17M
5
LPL Financial
LPL Financial
California
-$3.02M
Name Holding Trade Value Shares
Change 		Change in
Stake
BTD
151
BankPlus Trust Department
Mississippi
$199K – – –
HIA
152
Harbor Investment Advisory
Maryland
$194K – – –
AssetMark Inc
153
AssetMark Inc
California
$193K +$182K +1,778 New
AWM
154
AE Wealth Management
Kansas
$180K -$8.68K -85 -5%
AF
155
Allworth Financial
California
$175K – – –
WWMSC
156
Wagner Wealth Management (South Carolina)
South Carolina
$129K – – –
MA
157
MCF Advisors
Kentucky
$124K – – –
AAS
158
Ameritas Advisory Services
Nebraska
$114K +$108K +1,053 New
TIM
159
Tortoise Investment Management
New York
$109K – – –
HWA
160
HHM Wealth Advisors
Tennessee
$102K -$6.84K -67 -7%
Fifth Third Bancorp
161
Fifth Third Bancorp
Ohio
$101K – – –
AIM
162
Anchor Investment Management
South Carolina
$92.8K – – –
FFA
163
Founders Financial Alliance
North Carolina
$87.1K – – –
WSFS
164
Wilmington Savings Fund Society
Delaware
$86.9K – – –
WP
165
WealthShield Partners
North Carolina
$76K – – –
CAM
166
Costello Asset Management
Pennsylvania
$68.5K +$102 +1 +0.2%
HI
167
Harbour Investments
Wisconsin
$64.5K – – –
SL
168
Salomon & Ludwin
Virginia
$56.8K – – –
PA
169
Parallel Advisors
California
$50.6K – – –
CIBC Private Wealth Group
170
CIBC Private Wealth Group
Georgia
$44.5K – – –
CICI
171
Capital Investment Counsel Inc
North Carolina
$42.6K – – –
CFD
172
Creative Financial Designs
Indiana
$38.7K – – –
BC
173
Barrett & Company
Rhode Island
$32.6K – – –
MCM
174
MAI Capital Management
Ohio
$32.6K – – –
Russell Investments Group
175
Russell Investments Group
United Kingdom
$32K – – –
5 6
7
8 9

PDP Hedge Fund Activity: Q2 2025 in Review

203 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Momentum ETF (PDP) for Q2 2025, worth a combined $726M — up 3.7% from $701M a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of PDP and 17 opened new positions — a net loss of 5 holders — while 67 trimmed existing stakes and 45 added.

The largest buyer was Two Sigma Investments, opening a new position worth an estimated $2.55M. The largest seller was Raymond James Financial, cutting an estimated $18M.

  • 203 institutional investors held Invesco Dorsey Wright Momentum ETF (PDP) as of Q2 2025, down from 208 in Q1 2025.
  • Funds reported $726M of Invesco Dorsey Wright Momentum ETF stock for Q2 2025, up 3.7% quarter-over-quarter.
  • 17 funds opened new Invesco Dorsey Wright Momentum ETF positions in Q2 2025 and 22 closed out, a net change of -5 holders.
  • The largest Invesco Dorsey Wright Momentum ETF buyer in Q2 2025 was Two Sigma Investments, an estimated $2.55M added.
  • The largest Invesco Dorsey Wright Momentum ETF seller in Q2 2025 was Raymond James Financial, an estimated $18M sold.

Based on aggregated 13F filings for Q2 2025.