Invesco Dorsey Wright Momentum ETF
184 hedge funds and large institutions have $1.62B invested in Invesco Dorsey Wright Momentum ETF in 2021 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 41 increasing their positions, 65 reducing their positions, and 18 closing their positions.
219% more call options, than puts
Call options by funds: $798K | Put options by funds: $250K
66% more capital invested
Capital invested by funds: $977M → $1.62B (+$641M)
23.25% more ownership
Funds ownership: 45.09% → 68.34% (+23%)
14% more funds holding in top 10
Funds holding in top 10: 7 → 8 (+1)
6% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 18
1% less funds holding
Funds holding: 186 → 184 (-2)
37% less repeat investments, than reductions
Existing positions increased: 41 | Existing positions reduced: 65
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citigroup
New York
|
+$591M |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$62.7M |
| 3 |
FIM
Freedom Investment Management
Hartford,
Connecticut
|
+$22.4M |
| 4 |
EC
Estate Counselors
Thiensville,
Wisconsin
|
+$4.34M |
| 5 |
LAS
Lloyd Advisory Services
Suwanee,
Georgia
|
+$4.17M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$13.4M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$6.95M |
| 3 |
FTUS
Flow Traders U.S.
New York
|
-$3.28M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$2.94M |
| 5 |
SI
Stephens Inc
Little Rock,
Arkansas
|
-$2.67M |
PDP Hedge Fund Activity: Q3 2021 in Review
184 of the 5,728 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Momentum ETF (PDP) for Q3 2021, worth a combined $1.62B — up 66% from $977M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new PDP positions and 18 closed out — a net gain of 1 holder — while 41 added to existing stakes and 65 trimmed.
The largest buyer was Citigroup, adding an estimated $591M. The largest seller was Goldman Sachs, exiting entirely with an estimated $13.4M sold.
- 184 institutional investors held Invesco Dorsey Wright Momentum ETF (PDP) as of Q3 2021, down from 186 in Q2 2021.
- Funds reported $1.62B of Invesco Dorsey Wright Momentum ETF stock for Q3 2021, up 66% quarter-over-quarter.
- 19 funds opened new Invesco Dorsey Wright Momentum ETF positions in Q3 2021 and 18 closed out, a net change of +1 holder.
- The largest Invesco Dorsey Wright Momentum ETF buyer in Q3 2021 was Citigroup, an estimated $591M added.
- The largest Invesco Dorsey Wright Momentum ETF seller in Q3 2021 was Goldman Sachs, an estimated $13.4M sold.
Based on aggregated 13F filings for Q3 2021.