Invesco Dorsey Wright Momentum ETF (PDP) Institutional Ownership

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Number of Institutional Buyers (last 12 months): 72
Total Institutional Inflows (last 12 months): $118.30M

Number of Institutional Sellers (last 12 months): 62
Total Institutional Outflows (last 12 months): $68.32M

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PDP Institutional Buying and Selling by Quarter

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Invesco Dorsey Wright Momentum ETF Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
5/24/2024	Cetera Advisors LLC	16,288	$1.61M	0.0%	+39.9%	0.127%
5/24/2024	Cetera Investment Advisers	29,594	$2.92M	0.0%	+269.1%	0.230%
5/16/2024	B. Riley Wealth Advisors Inc.	30,618	$3.02M	0.1%	+4.1%	0.241%
5/16/2024	Waverly Advisors LLC	20,242	$2.00M	0.0%	+234.0%	0.160%
5/10/2024	Osaic Holdings Inc.	93,013	$9.19M	0.0%	-25.3%	0.723%
5/10/2024	Nwam LLC	4,274	$414K	0.0%	-11.1%	0.033%
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5/9/2024	Blair William & Co. IL	27,750	$2.74M	0.0%	-0.7%	0.216%
5/9/2024	Kingsview Wealth Management LLC	2,905	$287K	0.0%	-24.2%	0.023%
5/9/2024	JBR Co Financial Management Inc	34,359	$3.39M	2.7%	-13.1%	0.267%
5/9/2024	Delta Investment Management LLC	2,063	$204K	0.0%	N/A	0.016%
5/4/2024	SPC Financial Inc.	4,755	$470K	0.0%	+12.9%	0.037%
5/4/2024	Geneos Wealth Management Inc.	6,670	$659K	0.0%	-4.0%	0.052%
5/2/2024	Salomon & Ludwin LLC	2,588	$256K	0.0%	-39.0%	0.020%
5/1/2024	Janney Montgomery Scott LLC	173,299	$17.12M	0.1%	-0.9%	1.344%
5/1/2024	TKG Advisors LLC	4,389	$434K	0.2%	-12.1%	0.034%
4/29/2024	Commonwealth Equity Services LLC	434,009	$42.87M	0.1%	-3.2%	3.367%
4/29/2024	Benjamin F. Edwards & Company Inc.	10,115	$999K	0.0%	-11.2%	0.078%
4/26/2024	Trueblood Wealth Management LLC	2,064	$204K	0.1%	N/A	0.016%
4/25/2024	Strategy Asset Managers LLC	4,047	$400K	0.1%	+3.5%	0.031%
4/25/2024	Osborne Partners Capital Management LLC	40,814	$4.03M	0.2%	-6.3%	0.317%
4/25/2024	Cambridge Investment Research Advisors Inc.	50,660	$5.00M	0.0%	+6.1%	0.393%
4/24/2024	Win Advisors Inc.	62,444	$6.17M	2.7%	N/A	0.484%
4/24/2024	Strid Group LLC	129,508	$12.79M	2.3%	-4.7%	1.005%
4/24/2024	Spire Wealth Management	4,264	$421K	0.0%	+4.9%	0.033%
4/23/2024	Lunt Capital Management Inc.	20,027	$1.98M	1.0%	-4.9%	0.155%
4/23/2024	Raymond James Financial Services Advisors Inc.	121,886	$12.04M	0.0%	-12.1%	0.944%
4/22/2024	PFG Investments LLC	24,163	$2.39M	0.1%	+65.7%	0.187%
4/22/2024	Raymond James & Associates	589,914	$58.27M	0.0%	+2.0%	4.569%
4/18/2024	MorganRosel Wealth Management LLC	23,409	$2.31M	0.8%	-3.8%	0.181%
4/16/2024	Wealth Enhancement Advisory Services LLC	97,436	$9.63M	0.0%	-55.9%	0.755%
4/15/2024	G&S Capital LLC	24,142	$2.39M	1.1%	-7.7%	0.187%
4/12/2024	Global Assets Advisory LLC	314,224	$31.04M	0.1%	N/A	2.434%
4/11/2024	Shilanski & Associates Inc.	2,221	$219K	0.1%	N/A	0.017%
4/5/2024	Carolina Wealth Advisors LLC	393	$39K	0.0%	N/A	0.003%
3/22/2024	PNC Financial Services Group Inc.	3,196	$273K	0.0%	-14.3%	0.024%
3/15/2024	B. Riley Wealth Advisors Inc.	29,419	$2.52M	0.1%	-3.9%	0.225%
3/14/2024	Golden Road Advisors LLC	3,540	$303K	0.3%	N/A	0.027%
2/28/2024	EP Wealth Advisors LLC	38,323	$3.28M	0.0%	-0.8%	0.293%
2/13/2024	Stephens Inc. AR	10,494	$897K	0.0%	-4.1%	0.080%
2/13/2024	Tower Research Capital LLC TRC	600	$51K	0.0%	-88.6%	0.005%
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2/12/2024	Focus Financial Network Inc. ADV	8,444	$722K	0.0%	N/A	0.065%
2/12/2024	Stifel Financial Corp	79,783	$6.82M	0.0%	+6.3%	0.610%
2/12/2024	Steward Partners Investment Advisory LLC	8,999	$769K	0.0%	-1.8%	0.069%
2/9/2024	Cambridge Investment Research Advisors Inc.	47,726	$4.08M	0.0%	-7.4%	0.365%
2/9/2024	D.A. Davidson & CO.	21,967	$1.88M	0.0%	-7.1%	0.168%
2/9/2024	Wells Fargo & Company MN	585,280	$50.04M	0.0%	-11.4%	4.478%
2/9/2024	UBS Group AG	241,489	$20.65M	0.0%	+7.9%	1.848%
2/9/2024	PNC Financial Services Group Inc.	3,196	$273K	0.0%	-14.3%	0.024%
2/8/2024	Financial Advocates Investment Management	3,000	$256K	0.0%	N/A	0.023%
2/8/2024	Kingsview Wealth Management LLC	3,830	$327K	0.0%	-8.4%	0.029%
2/8/2024	Janney Montgomery Scott LLC	174,873	$14.95M	0.0%	-1.2%	1.338%
2/8/2024	Pacific Sun Financial Corp	3,272	$280K	0.2%	-15.5%	0.025%
2/7/2024	Gateway Advisory LLC	206,002	$17.61M	3.4%	+9.6%	1.576%
2/7/2024	Astoria Portfolio Advisors LLC.	2,416	$216K	0.1%	N/A	0.018%
2/7/2024	Northwest Financial Advisors	590	$50K	0.0%	N/A	0.005%
2/7/2024	Calton & Associates Inc.	14,283	$1.22M	0.5%	N/A	0.109%
2/6/2024	Sovereign Financial Group Inc.	21,399	$1.83M	0.6%	-23.6%	0.164%
2/6/2024	Welch & Forbes LLC	2,419	$207K	0.0%	-17.2%	0.019%
2/6/2024	Lincoln National Corp	8,988	$768K	0.0%	-3.6%	0.069%
2/6/2024	Private Advisor Group LLC	7,516	$643K	0.0%	+3.4%	0.058%
2/6/2024	Spire Wealth Management	4,064	$351K	0.0%	+82.8%	0.031%
2/6/2024	Sapient Capital LLC	3,454	$295K	0.0%	N/A	0.026%
2/6/2024	Merit Financial Group LLC	13,312	$1.14M	0.0%	+12.6%	0.102%
2/6/2024	Benjamin F. Edwards & Company Inc.	11,385	$973K	0.0%	-13.3%	0.087%
2/6/2024	Commonwealth Equity Services LLC	448,276	$38.32M	0.1%	+0.2%	3.430%
2/5/2024	Savant Capital LLC	179,204	$15.32M	0.2%	-3.2%	1.371%
2/2/2024	Truist Financial Corp	34,485	$2.95M	0.0%	-2.3%	0.264%
2/1/2024	Capital Investment Advisory Services LLC	19,229	$1.64M	0.2%	-3.2%	0.147%
1/31/2024	Institute for Wealth Management LLC.	48,392	$4.14M	0.7%	-6.1%	0.369%
1/31/2024	Strid Group LLC	135,889	$11.62M	2.3%	+9.9%	1.036%
1/30/2024	Lunt Capital Management Inc.	21,066	$1.80M	0.9%	+4.4%	0.161%
1/29/2024	Koshinski Asset Management Inc.	4,331	$370K	0.1%	+49.6%	0.033%
1/29/2024	Perigon Wealth Management LLC	2,350	$201K	0.0%	N/A	0.018%
1/29/2024	Sapient Capital LLC	3,454	$295K	0.0%	N/A	0.026%
1/26/2024	Geneos Wealth Management Inc.	6,945	$594K	0.0%	-3.6%	0.053%
1/26/2024	Rainsberger Wealth Advisors Inc.	14,470	$1.24M	0.7%	-8.5%	0.110%
1/25/2024	International Assets Investment Management LLC	41,708	$3.57M	0.0%	N/A	0.318%
1/24/2024	Stratos Wealth Partners LTD.	5,142	$440K	0.0%	+19.1%	0.039%
1/24/2024	Sowell Financial Services LLC	11,698	$1M	0.1%	-8.4%	0.089%
1/24/2024	Arkadios Wealth Advisors	2,528	$216K	0.0%	N/A	0.019%
1/24/2024	International Assets Investment Management LLC	41,708	$3.57M	0.0%	N/A	0.318%
1/23/2024	Estate Counselors LLC	3,450	$295K	0.0%	N/A	0.026%
1/22/2024	Osborne Partners Capital Management LLC	43,571	$3.73M	0.2%	-1.6%	0.332%
1/19/2024	MorganRosel Wealth Management LLC	24,340	$2.08M	0.8%	-1.6%	0.186%
1/17/2024	PFG Investments LLC	14,578	$1.25M	0.2%	-43.4%	0.111%
1/16/2024	Kingswood Wealth Advisors LLC	20,787	$1.78M	0.2%	N/A	0.158%
1/16/2024	Raymond James Financial Services Advisors Inc.	138,697	$11.86M	0.0%	-8.3%	1.057%
1/16/2024	Raymond James & Associates	578,526	$49.46M	0.0%	-2.9%	4.409%
1/12/2024	Cyndeo Wealth Partners LLC	10,249	$876K	0.1%	-94.6%	0.079%
1/11/2024	Brookstone Capital Management	2,896	$248K	0.0%	+6.4%	0.022%
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1/2/2024	Anchor Investment Management LLC	855	$73K	0.0%	N/A	0.006%
12/1/2023	B. Riley Wealth Advisors Inc.	30,618	$2.36M	0.1%	-4.4%	0.227%
11/24/2023	EP Wealth Advisors LLC	38,630	$2.97M	0.0%	+216.6%	0.286%
11/15/2023	Mercer Global Advisors Inc. ADV	39,501	$3.04M	0.0%	-8.4%	0.293%
11/14/2023	Gateway Advisory LLC	187,950	$14.47M	3.0%	+2.5%	1.393%
11/14/2023	Tower Research Capital LLC TRC	5,283	$407K	0.0%	+308.6%	0.039%
11/14/2023	Private Advisory Group LLC	13,369	$1.03M	0.2%	+17.0%	0.099%
11/13/2023	Stifel Financial Corp	75,052	$5.78M	0.0%	-1.5%	0.556%
11/13/2023	LPL Financial LLC	221,567	$17.06M	0.0%	+12.8%	1.642%
11/13/2023	Second Half Financial Partners LLC	4,075	$314K	0.2%	-7.4%	0.030%

(Data available from 1/1/2016 forward)

PDP Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PDP shares?: During the previous two years, 153 institutional investors and hedge funds held shares of Invesco Dorsey Wright Momentum ETF. The most heavily invested institutionals were Raymond James & Associates ($58.27M), Wells Fargo & Company MN ($50.04M), Commonwealth Equity Services LLC ($42.87M), Global Assets Advisory LLC ($31.04M), Prospera Financial Services Inc ($28.51M), NewSquare Capital LLC ($23.49M), and Royal Bank of Canada ($23.17M).Learn more on PDP's institutional investors.
Which institutional investors have been buying Invesco Dorsey Wright Momentum ETF stock?: Of the 113 institutional investors that purchased Invesco Dorsey Wright Momentum ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Gateway Advisory LLC ($13.66M), NewSquare Capital LLC ($317.37K), Global Assets Advisory LLC ($314.22K), Prospera Financial Services Inc ($232.95K), Cyndeo Wealth Partners LLC ($199.65K), Savant Capital LLC ($196.47K), and Delta Investment Management LLC ($147.70K).
How much institutional buying is happening at Invesco Dorsey Wright Momentum ETF?: Institutional investors have bought a total of 16,238,297 shares in the last 24 months. This purchase volume represents approximately $2.36B in transactions.

Which Invesco Dorsey Wright Momentum ETF major shareholders have been selling company stock?: Of the 106 institutional investors that sold Invesco Dorsey Wright Momentum ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: NewSquare Capital LLC ($384.79K), Prospera Financial Services Inc ($337.86K), Commonwealth Equity Services LLC ($215.07K), Janney Montgomery Scott LLC ($184.55K), Cyndeo Wealth Partners LLC ($181.19K), Raymond James Financial Services Advisors Inc. ($166.92K), and Wells Fargo & Company MN ($147.92K).
How much institutional selling is happening at Invesco Dorsey Wright Momentum ETF?: Institutional investors have sold a total of 2,752,900 shares in the last 24 months. This volume of shares sold represents approximately $344.46M in transactions.