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Invesco Dorsey Wright Momentum ETF
PDP

202 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, 41 increasing their positions, 75 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

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)

10% more funds holding

Funds holding: 184 → 202 (+18)

11.32% less ownership

Funds ownership: 68.34% → 57.02% (-11%)

33% less capital invested

Capital invested by funds: $1.62B → $1.08B (-$538M)

45% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 75

Holders
202
Holders Change
+18
Holders Change %
+9.78%
% of All Funds
3.11%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.14%
New
36
Increased
41
Reduced
75
Closed
17
Calls
$963K
Puts
–
Net Calls
+$963K
Net Calls Change
+$415K

Top Buyers

1
GA
Gateway Advisory
New Jersey
+$36.1M
2
Osaic Holdings
Osaic Holdings
Arizona
+$3.84M
3
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$3.59M
4
MAP
Milestone Advisory Partners
North Carolina
+$3.48M
5
RJA
Raymond James & Associates
Florida
+$2.84M

Top Sellers

1
Citigroup
Citigroup
New York
-$610M
2
AWM
AE Wealth Management
Kansas
-$64.2M
3
AWM
Affinity Wealth Management
Delaware
-$8.07M
4
Truist Financial
Truist Financial
North Carolina
-$6.25M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$4.66M
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$110M +$1.67M +17,612 +2%
GA
2
Gateway Advisory
New Jersey
$95.8M +$36.1M +380,983 +60%
Wells Fargo
3
Wells Fargo
California
$93.7M +$2.04M +21,551 +2%
RJA
4
Raymond James & Associates
Florida
$68.6M +$2.84M +29,907 +4%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$60.5M -$137K -1,449 -0.2%
Bank of America
6
Bank of America
North Carolina
$47.6M -$803K -8,465 -2%
PFS
7
Prospera Financial Services
Texas
$44.3M -$611K -6,447 -1%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$41.1M -$121K -1,280 -0.3%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$39.5M -$1.76M -18,553 -4%
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$37.2M -$182K -1,918 -0.5%
NC
11
NewSquare Capital
Pennsylvania
$36.6M +$429K +4,528 +1%
LPL Financial
12
LPL Financial
California
$36.2M +$1.77M +18,653 +5%
UBS Group
13
UBS Group
Switzerland
$33.9M +$1.3M +13,704 +4%
Osaic Holdings
14
Osaic Holdings
Arizona
$23.7M +$3.84M +40,477 +19%
FIM
15
Freedom Investment Management
Connecticut
$22.1M -$938K -9,886 -4%
EC
16
Estate Counselors
Wisconsin
$18M -$717K -7,565 -4%
SG
17
Strid Group
Pennsylvania
$17.8M -$130K -1,373 -0.7%
NA
18
NewEdge Advisors
Louisiana
$17.4M +$1.52M +16,046 +10%
Ameriprise
19
Ameriprise
Minnesota
$16.8M +$495K +5,219 +3%
TWM
20
Tradition Wealth Management
Minnesota
$12.5M -$1.19M -12,533 -9%
Stifel Financial
21
Stifel Financial
Missouri
$11.8M -$467K -4,924 -4%
Wealth Enhancement Advisory Services
22
Wealth Enhancement Advisory Services
Minnesota
$10M +$854 +9 +0%
MWM
23
MorganRosel Wealth Management
Colorado
$8.66M +$94.5K +996 +1%
JP Morgan Chase
24
JP Morgan Chase
New York
$8.59M -$425K -4,480 -5%
Truist Financial
25
Truist Financial
North Carolina
$8.5M -$6.25M -65,862 -42%
1
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PDP Hedge Fund Activity: Q4 2021 in Review

202 of the 6,498 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 41 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.

  • 202 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.