Invesco Dorsey Wright Momentum ETF
169 hedge funds and large institutions have $559M invested in Invesco Dorsey Wright Momentum ETF in 2022 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 36 increasing their positions, 67 reducing their positions, and 11 closing their positions.
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
50% more call options, than puts
Call options by funds: $304K | Put options by funds: $203K
0.17% less ownership
Funds ownership: 53.81% → 53.64% (-0.17%)
2% less capital invested
Capital invested by funds: $568M → $559M (-$9.54M)
2% less funds holding
Funds holding: 173 → 169 (-4)
27% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 11
46% less repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 67
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NC
NewSquare Capital
Newtown Square,
Pennsylvania
|
+$10.7M |
| 2 |
PFS
Prospera Financial Services
Dallas,
Texas
|
+$7.06M |
| 3 |
MWM
MinichMacGregor Wealth Management
Saratoga Springs,
New York
|
+$4.84M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$2.05M |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
+$1.28M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$8.23M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$3.56M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$3.05M |
| 4 |
Morgan Stanley
New York
|
-$2.45M |
| 5 |
SC
Savant Capital
Rockford,
Illinois
|
-$1.82M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
176
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| – | -$20K | -297 | Closed |
|
|
CA
177
CoreCap Advisors
Southfield,
Michigan
| – | -$19K | -283 | Closed |
|
|
CA
178
Crewe Advisors
Salt Lake City,
Utah
| – | -$4K | -57 | Closed |
|
|
WT
179
Whittier Trust
South Pasadena,
California
| – | -$3K | -50 | Closed |
|
|
TFA
180
Transamerica Financial Advisors
St. Petersburg,
Florida
| – | -$4K | -49 | Closed |
|
PDP Hedge Fund Activity: Q3 2022 in Review
169 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Momentum ETF (PDP) for Q3 2022, worth a combined $559M — down 1.7% from $568M a quarter earlier.
Sellers outnumbered buyers: 11 funds closed out of PDP and 8 opened new positions — a net loss of 3 holders — while 67 trimmed existing stakes and 36 added.
The largest buyer was NewSquare Capital, adding an estimated $10.7M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $8.23M.
- 169 institutional investors held Invesco Dorsey Wright Momentum ETF (PDP) as of Q3 2022, down from 173 in Q2 2022.
- Funds reported $559M of Invesco Dorsey Wright Momentum ETF stock for Q3 2022, down 1.7% quarter-over-quarter.
- 8 funds opened new Invesco Dorsey Wright Momentum ETF positions in Q3 2022 and 11 closed out, a net change of -3 holders.
- The largest Invesco Dorsey Wright Momentum ETF buyer in Q3 2022 was NewSquare Capital, an estimated $10.7M added.
- The largest Invesco Dorsey Wright Momentum ETF seller in Q3 2022 was Raymond James Financial Services Advisors, an estimated $8.23M sold.
Based on aggregated 13F filings for Q3 2022.