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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
WT
176
Whittier Trust
California
$8K – – –
IRC
177
Investors Research Corp
Georgia
$6K – – –
HR
178
Howe & Rusling
New York
$4K – – –
LAS
179
Lloyd Advisory Services
Georgia
$3K – – –
DWP
180
Destiny Wealth Partners
Florida
$2K -$143K -1,762 -98%
CMA
181
Cedar Mountain Advisors
Oregon
$2K – – –
CAL
182
Capital Analysts LLC
Pennsylvania
$1K +$974 +12 New
SLWS
183
Swaine & Leidel Wealth Services
Florida
$453 +$36.8K +453 New
FIM
184
Freedom Investment Management
Connecticut
– -$22.1M -233,318 Closed
NFG
185
Nations Financial Group
Iowa
– -$5.75M -60,786 Closed
RIG
186
Ramiah Investment Group
Wisconsin
– -$3M -31,719 Closed
SFS
187
Sowell Financial Services
Arkansas
– -$1.25M -13,232 Closed
Qube Research & Technologies (QRT)
188
Qube Research & Technologies (QRT)
United Kingdom
– -$1.04M -10,964 Closed
FTUS
189
Flow Traders U.S.
New York
– -$703K -7,435 Closed
VWM
190
Vigilare Wealth Management
Arizona
– -$640K -6,773 Closed
AAS
191
Avantax Advisory Services
Texas
– -$558K -5,907 Closed
AA
192
Advisory Alpha
Michigan
– -$474K -5,015 Closed
WEPOG
193
Wealth Enhancement & Preservation of GA
Georgia
– -$379K -4,008 Closed
AFWM
194
AMJ Financial Wealth Management
Virginia
– -$349K -3,696 Closed
SG
195
StoneX Group
New York
– -$340K -3,600 Closed
GCA
196
Genesee Capital Advisors
New York
– -$287K -3,032 Closed
RIA
197
Realta Investment Advisors
Delaware
– -$251K -2,657 Closed
RA
198
RFG Advisory
Alabama
– -$233K -2,460 Closed
SAM
199
Secure Asset Management
Michigan
– -$232K -2,450 Closed
APA
200
Astoria Portfolio Advisors
New York
– -$231K -2,442 Closed
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.