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Invesco Dorsey Wright Momentum ETF

203 hedge funds and large institutions have $726M invested in Invesco Dorsey Wright Momentum ETF in 2025 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 45 increasing their positions, 67 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

9.91% more ownership

Funds ownership: 46.53%56.44% (+9.9%)

4% more capital invested

Capital invested by funds: $701M → $726M (+$25.8M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

2% less funds holding

Funds holding: 208203 (-5)

23% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 22

33% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 67

56% less call options, than puts

Call options by funds: $684K | Put options by funds: $1.55M

Holders
203
Holders Change
-5
Holders Change %
-2.4%
% of All Funds
2.67%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
17
Increased
45
Reduced
67
Closed
22
Calls
$684K
Puts
$1.55M
Net Calls
-$869K
Net Calls Change
-$1.07M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$75.9M +$1.98M +19,407 +3%
Raymond James Financial
2
Raymond James Financial
Florida
$55M -$18M -176,082 -26%
Wells Fargo
3
Wells Fargo
California
$51.8M -$5.8M -56,811 -11%
Bank of America
4
Bank of America
North Carolina
$48.6M +$71.7K +702 +0.2%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$40.8M -$780K -7,638 -2%
LPL Financial
6
LPL Financial
California
$35.2M -$3.02M -29,621 -8%
NC
7
NewSquare Capital
Pennsylvania
$33.8M -$1.67M -16,372 -5%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$33.5M -$4.17M -40,819 -12%
SF
9
Summit Financial
New Jersey
$22.6M +$363K +3,550 +2%
UBS Group
10
UBS Group
Switzerland
$20.5M -$6.36M -62,248 -25%
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$19.6M -$9.39K -92 -0.1%
PFS
12
Prospera Financial Services
Texas
$19.4M +$199K +1,953 +1%
SC
13
Savant Capital
Illinois
$15.2M -$810K -7,929 -5%
Ameriprise
14
Ameriprise
Minnesota
$12.6M -$1.17M -11,466 -9%
SG
15
Strid Group
Pennsylvania
$12.1M -$722K -7,072 -6%
Rockefeller Capital Management
16
Rockefeller Capital Management
New York
$11M +$13.3K +130 +0.1%
Wealth Enhancement Advisory Services
17
Wealth Enhancement Advisory Services
Minnesota
$10.8M -$208K -2,034 -2%
BC
18
Broadwater Capital
Massachusetts
$10.3M +$1.04M +10,221 +10,759%
Stifel Financial
19
Stifel Financial
Missouri
$10.2M +$1.53M +14,977 +19%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$10M +$635K +6,214 +7%
JP Morgan Chase
21
JP Morgan Chase
New York
$9.78M +$88.1K +863 +1%
NA
22
NewEdge Advisors
Louisiana
$9.19M -$1.38M -13,514 -14%
LWM
23
LJI Wealth Management
Indiana
$7.99M +$290K +2,836 +4%
FFA
24
Farther Finance Advisors
California
$7.21M -$489K -4,790 -7%
Osaic Holdings
25
Osaic Holdings
Arizona
$7.04M -$206K -2,022 -3%

PDP Hedge Fund Activity: Q2 2025 in Review

203 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Momentum ETF (PDP) for Q2 2025, worth a combined $726M — up 3.7% from $701M a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of PDP and 17 opened new positions — a net loss of 5 holders — while 67 trimmed existing stakes and 45 added.

The largest buyer was Two Sigma Investments, opening a new position worth an estimated $2.55M. The largest seller was Raymond James Financial, cutting an estimated $18M.

  • 203 institutional investors held Invesco Dorsey Wright Momentum ETF (PDP) as of Q2 2025, down from 208 in Q1 2025.
  • Funds reported $726M of Invesco Dorsey Wright Momentum ETF stock for Q2 2025, up 3.7% quarter-over-quarter.
  • 17 funds opened new Invesco Dorsey Wright Momentum ETF positions in Q2 2025 and 22 closed out, a net change of -5 holders.
  • The largest Invesco Dorsey Wright Momentum ETF buyer in Q2 2025 was Two Sigma Investments, an estimated $2.55M added.
  • The largest Invesco Dorsey Wright Momentum ETF seller in Q2 2025 was Raymond James Financial, an estimated $18M sold.

Based on aggregated 13F filings for Q2 2025.