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Invesco Dorsey Wright Momentum ETF
PDP

200 hedge funds and large institutions have $773M invested in Invesco Dorsey Wright Momentum ETF in 2025 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 49 increasing their positions, 73 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more capital invested

Capital invested by funds: $726M → $773M (+$46.2M)

0.78% more ownership

Funds ownership: 56.44% → 57.23% (+0.78%)

6% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 17

1% less funds holding

Funds holding: 203 → 200 (-3)

33% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 73

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
200
Holders Change
-3
Holders Change %
-1.48%
% of All Funds
2.63%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
16
Increased
49
Reduced
73
Closed
17
Calls
$319K
Puts
–
Net Calls
+$319K
Net Calls Change
+$1.19M

Top Buyers

1
Stifel Financial
Stifel Financial
Missouri
+$13.9M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$4.89M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$2.25M
4
JP Morgan Chase
JP Morgan Chase
New York
+$1.6M
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$1.37M

Top Sellers

1
LWM
LJI Wealth Management
Indiana
-$5.89M
2
Wells Fargo
Wells Fargo
California
-$3.03M
3
FFA
Farther Finance Advisors
California
-$2.78M
4
Two Sigma Investments
Two Sigma Investments
New York
-$2.71M
5
GSC
G&S Capital
Colorado
-$2.51M
Name Holding Trade Value Shares
Change 		Change in
Stake
Russell Investments Group
176
Russell Investments Group
United Kingdom
$34.8K – – –
Bank of Montreal
177
Bank of Montreal
Ontario, Canada
$29.7K +$112 +1 +0.4%
KFP
178
Keener Financial Planning
Texas
$29K – – –
RTL
179
Red Tortoise LLC
Georgia
$28.9K – – –
SWP
180
Strategic Wealth Partners
Ohio
$26K – – –
SOS
181
Silver Oak Securities
Tennessee
$24.4K +$23.3K +207 New
LI
182
LRI Investments
Florida
$23.6K – – –
Q1WB
183
Quest 10 Wealth Builders
Virginia
$21.7K +$6.52K +58 +46%
TC
184
Truvestments Capital
Florida
$21.4K +$20.3K +181 New
FFA
185
Frazier Financial Advisors
Ohio
$20.5K – – –
AF
186
Advisornet Financial
Minnesota
$14.8K +$14K +125 New
BWL
187
Bogart Wealth LLC
Virginia
$13.5K – – –
SAM
188
Smartleaf Asset Management
Massachusetts
$11.8K – – –
PMFA
189
Plante Moran Financial Advisors
Michigan
$11.3K – – –
BC
190
Broadwater Capital
Massachusetts
$11.2K -$1.15M -10,221 -99%
WAM
191
WFA Asset Management
Wisconsin
$10.3K – – –
AWM
192
Abound Wealth Management
Tennessee
$9.45K – – –
LFG
193
Larson Financial Group
Missouri
$6.73K – – –
AG
194
AmeriFlex Group
Nevada
$5.91K +$5.62K +50 New
GSWM
195
Golden State Wealth Management
California
$5.31K – – –
CMA
196
Cedar Mountain Advisors
Oregon
$3.33K – – –
RFA
197
Register Financial Advisors
Georgia
$1.42K – – –
CPBTD
198
Central Pacific Bank - Trust Division
Hawaii
$1.06K – – –
EWP
199
Elevation Wealth Partners
California
$709 – – –
BlackRock
200
BlackRock
New York
$86 – – –
5 6 7
8
9

PDP Hedge Fund Activity: Q3 2025 in Review

200 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Momentum ETF (PDP) for Q3 2025, worth a combined $773M — up 6.4% from $726M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of PDP and 16 opened new positions — a net loss of 1 holder — while 73 trimmed existing stakes and 49 added.

The largest buyer was Stifel Financial, adding an estimated $13.9M. The largest seller was LJI Wealth Management, cutting an estimated $5.89M.

  • 200 institutional investors held Invesco Dorsey Wright Momentum ETF (PDP) as of Q3 2025, down from 203 in Q2 2025.
  • Funds reported $773M of Invesco Dorsey Wright Momentum ETF stock for Q3 2025, up 6.4% quarter-over-quarter.
  • 16 funds opened new Invesco Dorsey Wright Momentum ETF positions in Q3 2025 and 17 closed out, a net change of -1 holder.
  • The largest Invesco Dorsey Wright Momentum ETF buyer in Q3 2025 was Stifel Financial, an estimated $13.9M added.
  • The largest Invesco Dorsey Wright Momentum ETF seller in Q3 2025 was LJI Wealth Management, an estimated $5.89M sold.

Based on aggregated 13F filings for Q3 2025.