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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, 66 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

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)

23.24% more ownership

Funds ownership: 45.09%68.34% (+23%)

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

6% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 18

1% less funds holding

Funds holding: 186184 (-2)

38% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 66

Holders
184
Holders Change
-2
Holders Change %
-1.08%
% of All Funds
3.22%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.14%
New
19
Increased
41
Reduced
66
Closed
18
Calls
$798K
Puts
$250K
Net Calls
+$548K
Net Calls Change
-$160K
Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
1
Citigroup
New York
$576M +$591M +6,428,895 +105,133%
Morgan Stanley
2
Morgan Stanley
New York
$102M +$2.01M +21,895 +2%
Wells Fargo
3
Wells Fargo
California
$86.7M -$6.95M -75,613 -7%
RJA
4
Raymond James & Associates
Florida
$62.2M +$1.84M +19,974 +3%
AWM
5
AE Wealth Management
Kansas
$61.5M +$62.7M +682,279 +14,123%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$57.4M +$2.06M +22,435 +4%
GA
7
Gateway Advisory
New Jersey
$56.5M +$585K +6,363 +1%
Bank of America
8
Bank of America
North Carolina
$45.8M -$2.94M -32,011 -6%
PFS
9
Prospera Financial Services
Texas
$42.5M +$494K +5,370 +1%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$39M -$449K -4,882 -1%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$39M +$3.79M +41,220 +10%
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$35.4M -$278K -3,025 -0.8%
NC
13
NewSquare Capital
Pennsylvania
$34.2M -$100K -1,090 -0.3%
LPL Financial
14
LPL Financial
California
$32.6M -$2.12M -23,031 -6%
UBS Group
15
UBS Group
Switzerland
$30.9M -$2.38M -25,849 -7%
FIM
16
Freedom Investment Management
Connecticut
$21.8M +$22.4M +243,204 New
Osaic Holdings
17
Osaic Holdings
Arizona
$18.9M -$1.53M -16,689 -7%
EC
18
Estate Counselors
Wisconsin
$17.7M +$4.34M +47,150 +31%
SG
19
Strid Group
Pennsylvania
$17M -$193K -2,103 -1%
Ameriprise
20
Ameriprise
Minnesota
$15.4M +$306K +3,327 +2%
NA
21
NewEdge Advisors
Louisiana
$15.1M -$467K -5,074 -3%
Truist Financial
22
Truist Financial
North Carolina
$13.9M -$225K -2,446 -2%
TWM
23
Tradition Wealth Management
Minnesota
$13M -$102K -1,106 -0.8%
Wealth Enhancement Advisory Services
24
Wealth Enhancement Advisory Services
Minnesota
$11.8M +$4.1M +44,540 +57%
Stifel Financial
25
Stifel Financial
Missouri
$11.6M +$67.7K +736 +0.6%

PDP Hedge Fund Activity: Q3 2021 in Review

184 of the 5,712 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 66 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.