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Invesco Dorsey Wright Momentum ETF

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: 183173 (-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: 42 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
SOS
176
Silver Oak Securities
Tennessee
-$615K -7,686 Closed
Goldman Sachs
177
Goldman Sachs
New York
-$462K -5,706 Closed
ASN
178
Advisory Services Network
Georgia
-$357K -4,405 Closed
SAM
179
Strategy Asset Managers
California
-$341K -4,212 Closed
EWP
180
Engrave Wealth Partners
Texas
-$327K -4,041 Closed
SIA
181
Sage Investment Advisers
New York
-$306K -3,782 Closed
CRI
182
Colonial River Investments
Virginia
-$301K -3,719 Closed
JMPWA
183
JP Morgan Private Wealth Advisors
California
-$276K -3,404 Closed
MWM
184
MinichMacGregor Wealth Management
New York
-$247K -3,057 Closed
WF
185
Welch & Forbes
Massachusetts
-$237K -2,922 Closed
CS
186
Comerica Securities
Michigan
-$233K -2,872 Closed
OC
187
Oppenheimer & Co
New York
-$228K -2,817 Closed
BFG
188
Berger Financial Group
Minnesota
-$222K -2,744 Closed
ACI
189
Alpha Cubed Investments
California
-$219K -2,700 Closed
BC
190
Bartlett & Co
Ohio
-$154K -1,900 Closed
BCWM
191
Bartlett & Co Wealth Management
Ohio
-$154K -1,900 Closed
FAG
192
Fortitude Advisory Group
Washington
-$24K -293 Closed
SCA
193
Stonebridge Capital Advisors
Minnesota
-$22K -271 Closed
TCM
194
Tradewinds Capital Management
Washington
-$8K -104 Closed
LAS
195
Lloyd Advisory Services
Georgia
-$3K -42 Closed

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.