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Invesco Dorsey Wright Momentum ETF

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: 22 (0)

2% less funds holding

Funds holding: 208203 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
176
Bank of Montreal
Ontario, Canada
$27.3K
KFP
177
Keener Financial Planning
Texas
$27K
RTL
178
Red Tortoise LLC
Georgia
$26.6K +$25K +245 New
SWP
179
Strategic Wealth Partners
Ohio
$23.9K +$22.5K +220 New
LI
180
LRI Investments
Florida
$21.7K
PSFG
181
Park Square Financial Group
Georgia
$20.3K
FFA
182
Frazier Financial Advisors
Ohio
$18.9K
CCMI
183
Creative Capital Management Investments
California
$14.6K +$13.7K +134 New
PFG
184
Putney Financial Group
California
$14.4K
Q1WB
185
Quest 10 Wealth Builders
Virginia
$13.7K -$3.17K -31 -20%
BWL
186
Bogart Wealth LLC
Virginia
$12.4K
PS
187
Principal Securities
Iowa
$11.8K
HBW
188
Hazlett, Burt & Watson
West Virginia
$11K
SAM
189
Smartleaf Asset Management
Massachusetts
$10.9K
PMFA
190
Plante Moran Financial Advisors
Michigan
$10.4K
WAM
191
WFA Asset Management
Wisconsin
$9.8K
AWM
192
Abound Wealth Management
Tennessee
$8.69K
IRC
193
Investors Research Corp
Georgia
$8.14K
LFG
194
Larson Financial Group
Missouri
$6.19K
T
195
Transce3nd
Texas
$5.32K
GSWM
196
Golden State Wealth Management
California
$4.89K
ACA
197
Atlas Capital Advisors
Wyoming
$4.78K
CMA
198
Cedar Mountain Advisors
Oregon
$3.06K
RFA
199
Register Financial Advisors
Georgia
$1.3K
CAL
200
Capital Analysts LLC
Pennsylvania
$1K +$1.23K +12 New

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.