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Invesco Dorsey Wright Momentum ETF (PDP) Institutional Ownership

Invesco Dorsey Wright Momentum ETF logo
$100.10 +0.02 (+0.02%)
As of 04/30/2025 03:59 PM Eastern
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Institutional Ownership Changes (13F Filings) for Invesco Dorsey Wright Momentum ETF (NASDAQ:PDP)

Number of
Institutional Buyers
(last 12 months)
82
Total
Institutional Inflows
(last 12 months)
$125.31M
Number of
Institutional Sellers
(last 12 months)
79
Total
Institutional Outflows
(last 12 months)
$38.11M
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PDP Institutional Buying and Selling by Quarter

Invesco Dorsey Wright Momentum ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/30/2025Allworth Financial LP1,615$160K0.0%+21.6%0.014%
4/30/2025Stratos Wealth Partners LTD.4,420$442K0.0%-17.8%0.037%
4/29/2025 Envestnet Asset Management Inc.86,009$8.60M0.0%-3.3%0.723%
4/29/2025 World Investment Advisors3,391$339K0.0%-8.6%0.029%
4/28/2025 TKG Advisors LLC3,859$386K0.2%-5.3%0.032%
4/28/2025 D.A. Davidson & CO.22,938$2.29M0.0%-0.6%0.193%
4/28/2025 Salomon & Ludwin LLC528$53K0.0%-53.8%0.004%
4/25/2025 G&S Capital LLC27,074$2.71M1.1%+8.4%0.227%
4/25/2025 MorganRosel Wealth Management LLC22,013$2.20M0.7%-2.5%0.184%
4/25/2025 Strid Group LLC118,716$11.87M1.8%-2.4%0.994%
4/23/2025 Global Assets Advisory LLC9,600$917K0.2%+200.0%0.080%
4/23/2025 Post Resch Tallon Group Inc.2,730$272K0.3%+36.5%0.023%
4/22/2025 Cambridge Investment Research Advisors Inc.36,608$3.66M0.0%-9.2%0.306%
4/22/2025 World Equity Group Inc.3,199$320K0.1%N/A0.027%
4/22/2025 PFG Investments LLC22,512$2.25M0.1%-0.7%0.188%
4/22/2025 Dale Q Rice Investment Management Ltd2,948$295K0.2%N/A0.025%
4/21/2025 Osborne Partners Capital Management LLC36,383$3.64M0.2%-1.4%0.304%
4/21/2025 JBR Co Financial Management Inc30,961$3.10M1.8%-5.0%0.259%
4/17/2025 Janney Montgomery Scott LLC180,659$18.06M0.1%-0.6%1.512%
4/16/2025 Wealth Enhancement Advisory Services LLC101,271$10.13M0.0%+17.0%0.847%
4/16/2025 Kelly Financial Group LLC16,824$1.68M0.3%-2.8%0.141%
4/14/2025 Farther Finance Advisors LLC71,148$7.15M0.2%+5,209.6%0.595%
4/11/2025 Sovereign Financial Group Inc.16,982$1.70M0.4%+1.3%0.113%
4/11/2025 Affinity Wealth Management LLC2,057$206K0.0%+10.4%0.014%
4/11/2025 Signal Advisors Wealth LLC3,558$356K0.0%N/A0.024%
4/10/2025 Financial Management Professionals Inc.15,974$1.60M0.2%-29.3%0.106%
4/9/2025 Merit Financial Group LLC9,779$978K0.0%-19.7%0.065%
4/9/2025 PMG Wealth Management Inc.8,008$801K0.9%+24.9%0.053%
3/17/2025 Wealth Enhancement Advisory Services LLC86,586$9.32M0.0%-2.0%0.705%
3/5/2025 Castle Rock Wealth Management LLC3,230$374K0.1%-15.7%0.026%
2/25/2025B. Riley Wealth Advisors Inc.25,713$2.77M0.1%+0.9%0.209%
2/17/2025Waverly Advisors LLC18,951$2.04M0.0%-3.8%0.154%
2/17/2025Royal Bank of Canada341,375$36.74M0.0%+1.3%2.780%
2/17/2025Cetera Investment Advisers25,390$2.73M0.0%-11.8%0.207%
2/17/2025BOKF NA6,431$688K0.0%-3.2%0.052%
2/17/2025Citadel Advisors LLC8,983$967K0.0%-24.5%0.073%
2/17/2025Baird Financial Group Inc.10,697$1.15M0.0%-1.4%0.087%
2/17/2025Baker Avenue Asset Management LP4,399$473K0.0%+2.9%0.036%
2/17/2025Bank of America Corp DE452,878$48.73M0.0%-2.2%3.688%
2/17/2025Benjamin Edwards Inc.9,990$1.08M0.0%-6.3%0.081%
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2/17/2025Ameriprise Financial Inc.145,455$15.65M0.0%-11.7%1.184%
2/14/2025Mercer Global Advisors Inc. ADV27,208$2.93M0.0%+4.8%0.222%
2/14/2025Jane Street Group LLC5,870$632K0.0%+96.7%0.048%
2/14/2025Harvest Investment Services LLC9,771$1.05M0.3%N/A0.080%
2/14/2025Stifel Financial Corp79,258$8.53M0.0%-0.7%0.645%
2/14/2025 OneDigital Investment Advisors LLC2,846$306K0.0%N/A0.023%
2/14/2025Tower Research Capital LLC TRC 747$80K0.0%-54.5%0.006%
2/14/2025Tradition Wealth Management LLC63,878$6.87M0.6%-0.6%0.520%
2/14/2025MML Investors Services LLC31,102$3.35M0.0%+11.3%0.253%
2/14/2025GeoWealth Management LLC377$41K0.0%N/A0.003%
2/13/2025NewEdge Advisors LLC101,904$10.97M0.1%-2.0%0.830%
2/13/2025Keystone Financial Group2,773$298K0.0%N/A0.023%
2/13/2025Rockefeller Capital Management L.P.98,460$10.60M0.0%-4.4%0.802%
2/13/2025Russell Investments Group Ltd.295$32K0.0%N/A0.002%
2/13/2025 Envestnet Asset Management Inc.88,924$9.57M0.0%-2.0%0.724%
2/13/2025Wells Fargo & Company MN553,236$59.53M0.0%-0.3%4.505%
2/12/2025 World Investment Advisors3,712$399K0.0%+12.6%0.030%
2/12/2025OLD Mission Capital LLC3,596$387K0.0%-34.9%0.029%
2/12/2025National Bank of Canada FI2,750$296K0.0%+6.4%0.022%
2/12/2025Blair William & Co. IL26,275$2.83M0.0%-1.4%0.214%
2/12/2025JPMorgan Chase & Co.84,464$9.09M0.0%+0.5%0.688%
2/11/2025Modern Wealth Management LLC2,831$326K0.0%N/A0.023%
2/11/2025LPL Financial LLC231,903$24.96M0.0%-10.7%1.888%
2/11/2025Kiker Wealth Management LLC4,658$501K0.4%N/A0.038%
2/10/2025Harbour Investments Inc.594$64K0.0%+206.2%0.005%
2/10/2025Commonwealth Equity Services LLC392,556$42.24M0.1%-5.3%3.197%
2/10/2025 Farther Finance Advisors LLC1,340$144K0.0%N/A0.011%
2/7/2025 Sowell Financial Services LLC11,543$1.24M0.1%+1.0%0.094%
2/6/2025Raymond James Financial Inc.747,904$80.48M0.0%N/A6.090%
2/6/2025SPC Financial Inc.3,830$412K0.0%-12.5%0.031%
2/6/2025Steward Partners Investment Advisory LLC15,657$1.69M0.0%-8.8%0.128%
2/6/2025 Kelly Financial Group LLC17,309$1.86M0.6%N/A0.141%
2/6/2025Jones Financial Companies Lllp1,792$193K0.0%+124.8%0.015%
2/4/2025 MorganRosel Wealth Management LLC22,583$2.43M0.8%-0.7%0.184%
2/4/2025BankPlus Trust Department1,832$197K0.1%N/A0.015%
2/4/2025IFP Advisors Inc4,633$498K0.0%-14.1%0.038%
2/4/2025 JBR Co Financial Management Inc32,596$3.51M2.1%+0.4%0.265%
2/3/2025 PMG Wealth Management Inc.6,414$690K0.6%N/A0.052%
2/3/2025Private Advisor Group LLC8,566$922K0.0%-6.9%0.070%
2/3/2025 TKG Advisors LLC4,074$471K0.2%-2.4%0.033%
1/31/2025Global Retirement Partners LLC17,951$1.93M0.1%+9,603.2%0.146%
1/31/2025 D.A. Davidson & CO.23,076$2.48M0.0%+6.6%0.188%
1/31/2025 Truist Financial Corp29,558$3.18M0.0%+11.7%0.241%
1/31/2025Sanctuary Advisors LLC6,070$690K0.0%-3.6%0.049%
1/30/2025Allworth Financial LP1,328$154K0.0%+15.2%0.011%
1/30/2025 Salomon & Ludwin LLC1,144$123K0.0%-12.3%0.009%
1/30/2025Lord & Richards Wealth Management LLC4,315$464K1.0%N/A0.035%
1/30/2025 G&S Capital LLC24,977$2.69M1.1%+8.8%0.203%
1/29/2025MGB Wealth Management LLC18,896$2.03M0.6%+11.2%0.154%
1/29/2025MTM Investment Management LLC32,656$3.51M1.4%-0.9%0.266%
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1/29/2025Keener Financial Planning LLC251$27K0.0%N/A0.002%
1/29/2025Capital Wealth Alliance LLC4,436$478K0.3%N/A0.036%
1/29/2025 Focus Financial Network Inc.7,362$792K0.0%-2.0%0.060%
1/29/2025Savant Capital LLC155,049$16.69M0.1%-4.7%1.263%
1/28/2025LJI Wealth Management LLC67,188$7.23M1.4%-27.5%0.547%
1/28/2025Stephens Inc. AR8,682$934K0.0%-6.7%0.071%
1/28/2025 Strid Group LLC121,692$13.10M2.0%-1.1%0.991%
1/28/2025Realta Investment Advisors2,965$325K0.1%+15.8%0.024%
1/27/2025 Silver Oak Securities Incorporated1,177$128K0.0%+468.6%0.010%
1/27/2025 Win Advisors Inc.36,050$3.88M1.9%N/A0.294%
(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, 172 institutional investors and hedge funds held shares of Invesco Dorsey Wright Momentum ETF. The most heavily invested institutionals were Raymond James Financial Inc. ($80.48M), Raymond James & Associates ($61.45M), Wells Fargo & Company MN ($59.53M), Bank of America Corp DE ($48.73M), Commonwealth Equity Services LLC ($42.24M), Royal Bank of Canada ($36.74M), and LPL Financial LLC ($24.96M).Learn more on PDP's institutional investors.

Which institutional investors have been buying Invesco Dorsey Wright Momentum ETF stock?

Of the 131 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), Raymond James Financial Inc. ($747.90K), Global Assets Advisory LLC ($323.82K), NewSquare Capital LLC ($171.10K), Prospera Financial Services Inc ($136.10K), Win Advisors Inc. ($105.77K), and International Assets Investment Management LLC ($83.68K).

How much institutional buying is happening at Invesco Dorsey Wright Momentum ETF?

Institutional investors have bought a total of 16,158,708 shares in the last 24 months. This purchase volume represents approximately $2.32B in transactions.

Which Invesco Dorsey Wright Momentum ETF major shareholders have been selling company stock?

Of the 105 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: Cyndeo Wealth Partners LLC ($181.19K), Wealth Enhancement Advisory Services LLC ($134.17K), Janney Montgomery Scott LLC ($80.71K), Commonwealth Equity Services LLC ($78.86K), Wells Fargo & Company MN ($76.99K), Osaic Holdings Inc. ($44.26K), and Private Advisory Group LLC ($44.02K).

How much institutional selling is happening at Invesco Dorsey Wright Momentum ETF?

Institutional investors have sold a total of 1,221,148 shares in the last 24 months. This volume of shares sold represents approximately $119.23M in transactions.


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This page (NASDAQ:PDP) was last updated on 5/1/2025 by MarketBeat.com Staff
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