Invesco Dorsey Wright Momentum ETF
201 hedge funds and large institutions have $1.08B invested in Invesco Dorsey Wright Momentum ETF in 2021 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 40 increasing their positions, 75 reducing their positions, and 17 closing their positions.
112% more first-time investments, than exits
New positions opened: 36 | Existing positions closed: 17
13% more funds holding in top 10
Funds holding in top 10: 8 → 9 (+1)
9% more funds holding
Funds holding: 184 → 201 (+17)
11.32% less ownership
Funds ownership: 68.34% → 57.01% (-11%)
33% less capital invested
Capital invested by funds: $1.62B → $1.08B (-$538M)
47% less repeat investments, than reductions
Existing positions increased: 40 | Existing positions reduced: 75
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GA
Gateway Advisory
Westfield,
New Jersey
|
+$36.1M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$3.84M |
| 3 |
Rockefeller Capital Management
New York
|
+$3.59M |
| 4 |
MAP
Milestone Advisory Partners
Southern Pines,
North Carolina
|
+$3.48M |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$2.84M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citigroup
New York
|
-$610M |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$64.2M |
| 3 |
AWM
Affinity Wealth Management
Wilmington,
Delaware
|
-$8.07M |
| 4 |
Truist Financial
Charlotte,
North Carolina
|
-$6.25M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$4.66M |
PDP Hedge Fund Activity: Q4 2021 in Review
201 of the 6,518 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Momentum ETF (PDP) for Q4 2021, worth a combined $1.08B — down 33% from $1.62B a quarter earlier.
Buyers outnumbered sellers: 36 funds opened new PDP positions and 17 closed out — a net gain of 19 holders — while 40 added to existing stakes and 75 trimmed.
The largest buyer was Gateway Advisory, adding an estimated $36.1M. The largest seller was Citigroup, cutting an estimated $610M.
- 201 institutional investors held Invesco Dorsey Wright Momentum ETF (PDP) as of Q4 2021, up from 184 in Q3 2021.
- Funds reported $1.08B of Invesco Dorsey Wright Momentum ETF stock for Q4 2021, down 33% quarter-over-quarter.
- 36 funds opened new Invesco Dorsey Wright Momentum ETF positions in Q4 2021 and 17 closed out, a net change of +19 holders.
- The largest Invesco Dorsey Wright Momentum ETF buyer in Q4 2021 was Gateway Advisory, an estimated $36.1M added.
- The largest Invesco Dorsey Wright Momentum ETF seller in Q4 2021 was Citigroup, an estimated $610M sold.
Based on aggregated 13F filings for Q4 2021.