PDP icon

Invesco Dorsey Wright Momentum ETF
PDP

Overview Fund Activity

185 hedge funds and large institutions have $974M invested in Invesco Dorsey Wright Momentum ETF in 2021 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 36 increasing their positions, 74 reducing their positions, and 13 closing their positions.

Holders
185
Holders Change
-3
Holders Change %
-1.6%
% of All Funds
3.23%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.1%
New
14
Increased
36
Reduced
74
Closed
13
Calls
$708K
Puts
–
Net Calls
+$708K
Net Calls Change
-$246K

Top Buyers

1
GA
1
Gateway Advisory
New Jersey
$56.1M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$6.97M
3
FTUS
3
Flow Traders U.S.
New York
$3.28M
4
EE
4
EWG Elevate
California
$1.53M
5
OMC
5
Old Mission Capital
Illinois
$1.15M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$101M
2
FIM
2
Freedom Investment Management
Connecticut
$0
3
Wells Fargo
3
Wells Fargo
California
$93.6M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$35.4M
5
LPL Financial
5
LPL Financial
California
$34.7M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$101M 1,122,662 -185,321 -14%
Wells Fargo
2
Wells Fargo
California
$93.6M 1,044,955 -84,844 -8%
RJA
3
Raymond James & Associates
Florida
$60.5M 675,474 -58,199 -8%
GA
4
Gateway Advisory
New Jersey
$56.1M 625,665 +39,198 +7%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$55.5M 618,933 -2,208 -0.4%
Bank of America
6
Bank of America
North Carolina
$48.8M 543,982 -2,500 -0.5%
PFS
7
Prospera Financial Services
Texas
$42.1M 469,798 +7,490 +2%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$39.5M 441,278 -17,006 -4%
Janney Montgomery Scott
9
Janney Montgomery Scott
Pennsylvania
$35.7M 398,308 -2,507 -0.6%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$35.4M 395,112 -84,131 -18%
LPL Financial
11
LPL Financial
California
$34.7M 387,273 -78,747 -17%
NC
12
NewSquare Capital
Pennsylvania
$34.4M 383,546 -1,515 -0.4%
UBS Group
13
UBS Group
Switzerland
$33.3M 371,238 -27,235 -7%
Osaic Holdings
14
Osaic Holdings
Arizona
$20.4M 227,541 -25,654 -10%
SG
15
Strid Group
Pennsylvania
$16.8M 192,169 -5,240 -3%
NA
16
NewEdge Advisors
Louisiana
$15.5M 173,356 +3,399 +2%
Ameriprise
17
Ameriprise
Minnesota
$15.1M 168,796 -28,566 -14%
Truist Financial
18
Truist Financial
North Carolina
$14.2M 158,267 -2,091 -1%
EC
19
Estate Counselors
Wisconsin
$13.5M 150,700 +4,550 +3%
Goldman Sachs
20
Goldman Sachs
New York
$13.4M 150,000 -1 -0%
TWM
21
Tradition Wealth Management
Minnesota
$13.1M 145,982 -3,021 -2%
Stifel Financial
22
Stifel Financial
Missouri
$11.6M 128,884 -9,162 -7%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$10.2M 113,352 -1,102 -1%
AWM
24
Affinity Wealth Management
Delaware
$8.88M 98,224 +2,713 +3%
JPMorgan Chase & Co
25
JPMorgan Chase & Co
New York
$8.11M 90,422 +2,637 +3%
1
2 3 4 5