PDP icon

Invesco Dorsey Wright Momentum ETF
PDP

Overview Fund Activity

192 hedge funds and large institutions have $726M invested in Invesco Dorsey Wright Momentum ETF in 2024 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 45 increasing their positions, 55 reducing their positions, and 9 closing their positions.

Holders
192
Holders Change
+14
Holders Change %
+7.87%
% of All Funds
2.78%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
25
Increased
45
Reduced
55
Closed
9
Calls
$365K
Puts
–
Net Calls
+$365K
Net Calls Change
-$80K

Top Buyers

1
NC
1
NewSquare Capital
Pennsylvania
$34.5M
2
WA
2
Win Advisors
Florida
$6.17M
3
Bank of America
3
Bank of America
North Carolina
$47.6M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$34.5M
5
GAA
5
Global Assets Advisory
Florida
$3.2M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$77.6M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$9.62M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$9.19M
4
LPL Financial
4
LPL Financial
California
$23M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$12M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$77.6M 785,159 -914,899 -54%
RJA
2
Raymond James & Associates
Florida
$58.3M 589,914 +11,388 +2%
Wells Fargo
3
Wells Fargo
California
$56.8M 575,038 -10,242 -2%
Bank of America
4
Bank of America
North Carolina
$47.6M 481,635 +35,517 +8%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$42.9M 434,009 -14,267 -3%
NC
6
NewSquare Capital
Pennsylvania
$34.5M 349,563 +79,819 +30%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$34.5M 349,088 +33,977 +11%
UBS Group
8
UBS Group
Switzerland
$23.8M 240,445 -1,044 -0.4%
PFS
9
Prospera Financial Services
Texas
$23.2M 234,900 -14,223 -6%
LPL Financial
10
LPL Financial
California
$23M 232,921 -17,257 -7%
GA
11
Gateway Advisory
New Jersey
$20.7M 209,265 +3,263 +2%
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$17.1M 173,299 -1,574 -0.9%
SC
13
Savant Capital
Illinois
$17M 172,308 -6,896 -4%
Ameriprise
14
Ameriprise
Minnesota
$15.7M 158,915 -10,415 -6%
SG
15
Strid Group
Pennsylvania
$12.8M 129,508 -6,381 -5%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$12M 121,886 -16,811 -12%
Rockefeller Capital Management
17
Rockefeller Capital Management
New York
$10.1M 102,499 -1,461 -1%
Wealth Enhancement Advisory Services
18
Wealth Enhancement Advisory Services
Minnesota
$9.62M 97,436 -123,320 -56%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$9.2M 93,119 -6,908 -7%
Osaic Holdings
20
Osaic Holdings
Arizona
$9.19M 93,013 -31,549 -25%
LWM
21
LJI Wealth Management
Indiana
$8.91M 90,227 +1,239 +1%
NA
22
NewEdge Advisors
Louisiana
$8.58M 86,839 -2,297 -3%
JPMorgan Chase & Co
23
JPMorgan Chase & Co
New York
$8.37M 84,710 -2,816 -3%
Stifel Financial
24
Stifel Financial
Missouri
$7.54M 76,360 -3,423 -4%
WA
25
Win Advisors
Florida
$6.17M 62,444 +62,444 New
1
2 3 4 5