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Invesco Dorsey Wright Momentum ETF (PDP) Institutional Ownership

Invesco Dorsey Wright Momentum ETF logo
$124.86 +1.30 (+1.05%)
Closing price 11/6/2026 03:54 PM Eastern
Extended Trading
$124.82 -0.03 (-0.03%)
As of 11/6/2026 07:30 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
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Institutional Ownership Changes (13F Filings) for Invesco Dorsey Wright Momentum ETF (NASDAQ:PDP)

Number of
Institutional Buyers
(last 12 months)
80
Total
Institutional Inflows
(last 12 months)
$153.65M
Number of
Institutional Sellers
(last 12 months)
71
Total
Institutional Outflows
(last 12 months)
$26.04M
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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
11/6/2026 Fifth Third Bancorp9,146$1.26M0.0%-1.1%0.087%
11/5/2026 Jacobi Capital Management LLC200$28K0.0%N/A0.002%
11/5/2026 AMG National Trust Bank1,600$221K0.0%N/A0.015%
11/4/2026 AlphaCore Capital LLC4,297$592K0.0%+12.2%0.041%
11/2/2026 Kestra Advisory Services LLC11,672$1.61M0.0%+8.6%0.111%
11/2/2026 Commonwealth Equity Services LLC365,441$50.37M0.1%N/A3.474%
10/30/2026 Provenance Wealth Advisors LLC577$80K0.0%N/A0.005%
10/30/2026 Integrity Alliance LLC.6,745$930K0.0%N/A0.064%
10/30/2026 Mullooly Asset Management Inc.5,739$791K0.2%-6.7%0.055%
10/29/2026 LJI Wealth Management LLC8,075$1.11M0.2%-1.8%0.076%
10/28/2026 Strid Group LLC105,857$14.59M1.6%N/A1.000%
10/28/2026 D.A. Davidson & CO.20,744$2.86M0.0%N/A0.196%
10/24/2026 Trueblood Wealth Management LLC1,813$250K0.1%-5.2%0.017%
10/23/2026 Sowell Financial Services LLC11,861$1.64M0.1%N/A0.111%
10/22/2026 Brookstone Capital Management2,950$407K0.0%N/A0.028%
10/21/2026 Sowell Financial Services LLC23,722$3.27M0.1%N/A0.223%
10/21/2026 Wagner Wealth Management Corp5,145$709K0.6%-7.7%0.048%
10/20/2026 Redwood Family Wealth LLC5,327$734K0.7%+30.3%0.050%
10/17/2026 Onyx Bridge Wealth Group LLC2,056$283K0.0%-22.6%0.019%
10/17/2026 IFP Advisors Inc2,817$388K0.0%-3.7%0.026%
10/17/2026 Alpine Bank Wealth Management300$41K0.0%N/A0.003%
10/15/2026 Strategy Asset Managers LLC2,546$351K0.0%N/A0.024%
10/14/2026 Focus Financial Network Inc.6,330$872K0.0%-16.1%0.059%
10/14/2026 B. Riley Wealth Advisors Inc.26,909$3.71M0.1%N/A0.252%
10/9/2026 Mirador Capital Partners LP2,000$276K0.0%N/A0.019%
10/9/2026 Castle Rock Wealth Management LLC2,510$354K0.1%-10.8%0.024%
10/8/2026 Farther Finance Advisors LLC27,434$3.78M0.0%+0.7%0.257%
9/23/2026Envestnet Asset Management Inc.65,960$10.01M0.0%-2.6%0.616%
9/9/2026Sequoia Financial Advisors LLC1,760$267K0.0%N/A0.016%
9/9/2026Integrated Wealth Concepts LLC1,202$182K0.0%N/A0.011%
9/9/2026NewEdge Advisors LLC63,518$9.64M0.0%-1.6%0.585%
9/9/2026 IFP Advisors Inc2,925$444K0.0%-36.9%0.027%
9/9/2026Baird Financial Group Inc.7,614$1.16M0.0%-7.0%0.070%
9/2/2026Citadel Advisors LLC2,394$363K0.0%-35.4%0.022%
8/23/2026 HB Wealth Management LLC9,187$1.39M0.0%+3.6%0.085%
8/23/2026 Nilsine Partners LLC8,265$1.25M0.1%N/A0.076%
8/22/2026 Montgomery Financial Services LLC217$33K0.0%N/A0.002%
8/22/2026 Concurrent Investment Advisors LLC2,187$332K0.0%+15.3%0.020%
7/9/2026 Focus Financial Network Inc.7,541$1.14M0.0%+2.7%0.069%
7/8/2026 Castle Rock Wealth Management LLC2,813$413K0.1%-10.1%0.020%
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7/7/2026 Post Resch Tallon Group Inc.2,040$310K0.2%-3.5%0.014%
6/8/2026Pine Valley Investments Ltd Liability Co3,701$447K0.0%N/A0.034%
6/3/2026NewEdge Advisors LLC64,557$7.80M0.0%-22.4%0.601%
5/19/2026Western Wealth Management LLC742$90K0.0%N/A0.007%
5/19/2026Bank of America Corp DE325,370$39.29M0.0%-4.5%3.027%
5/19/2026Arkadios Wealth Advisors15,000$1.81M0.0%+8.6%0.140%
5/19/2026Claris Financial LLC2,299$278K0.2%-8.3%0.021%
5/18/2026Royal Bank of Canada306,311$36.99M0.0%-1.9%2.849%
5/16/2026Quantinno Capital Management LP6,048$730K0.0%+33.7%0.056%
5/13/2026Cetera Investment Advisers29,460$3.56M0.0%+3.6%0.274%
5/13/2026First Trust Advisors LP4,273$516K0.0%N/A0.040%
5/8/2026Pacific Sun Financial Corp2,562$309K0.1%-3.0%0.024%
5/6/2026 MTM Investment Management LLC28,978$3.50M1.1%-1.5%0.270%
5/6/2026 Advisortrust Partners LLC846$102K0.0%N/A0.008%
5/6/2026Bessemer Group Inc.1,120$135K0.0%N/A0.010%
5/5/2026 D.A. Davidson & CO.20,497$2.48M0.0%-2.6%0.191%
5/5/2026 Navigation Group LLC4,050$489K0.1%N/A0.038%
5/5/2026 Bank of New York Mellon Corp1,702$206K0.0%N/A0.016%
5/5/2026Geneos Wealth Management Inc.5,436$656K0.0%-1.7%0.051%
5/5/2026Sanctuary Advisors LLC6,708$810K0.0%+26.1%0.062%
5/4/2026 NWF Advisory Services Inc.3,878$468K0.1%+28.1%0.036%
5/1/2026 Fifth Third Bancorp9,251$1.12M0.0%+997.4%0.086%
4/30/2026 Kestra Advisory Services LLC10,914$1.32M0.0%+22.0%0.102%
4/27/2026 HB Wealth Management LLC8,870$1.07M0.0%+6.6%0.083%
4/27/2026Osborne Partners Capital Management LLC33,954$4.10M0.2%-0.3%0.316%
4/27/2026PFG Investments LLC14,104$1.70M0.1%-35.4%0.131%
4/25/2026 Eagle Bay Advisors LLC3,181$384K0.3%-9.6%0.030%
4/22/2026Janney Montgomery Scott LLC179,803$21.71M0.1%-0.2%1.687%
4/22/2026 Realta Investment Advisors4,418$533K0.2%-3.6%0.041%
4/18/2026PMG Wealth Management Inc.9,705$1.17M0.8%-1.4%0.091%
4/17/2026 WealthBridge Capital Management LLC5,130$619K0.1%-2.7%0.048%
4/17/2026 Trinity Wealth Management LLC3,070$371K0.1%-10.9%0.029%
3/17/2026Rockefeller Capital Management L.P.151,288$17.61M0.0%+47.8%1.379%
3/6/2026 Redwood Family Wealth LLC4,683$545K0.5%N/A0.043%
3/3/2026 NWF Advisory Services Inc.3,028$352K0.0%-22.3%0.028%
2/19/2026Claris Financial LLC2,506$292K0.2%N/A0.023%
2/18/2026Mercer Global Advisors Inc. ADV19,533$2.27M0.0%-2.9%0.178%
2/18/2026 Onyx Bridge Wealth Group LLC2,765$322K0.0%-17.7%0.025%
2/18/2026EP Wealth Advisors LLC23,190$2.70M0.0%N/A0.211%
2/18/2026NewEdge Advisors LLC83,200$9.69M0.0%-1.0%0.758%
2/17/2026AQR Capital Management LLC3,057$356K0.0%N/A0.028%
2/17/2026Cetera Investment Advisers28,427$3.31M0.0%+1.4%0.259%
2/17/2026Equitable Holdings Inc.8,845$1.03M0.0%+4.6%0.081%
2/17/2026Osaic Holdings Inc.63,521$7.39M0.0%-2.0%0.579%
2/17/2026&PARTNERS41,800$4.87M0.0%+180.0%0.381%
2/17/2026Blair William & Co. IL23,915$2.78M0.0%-2.6%0.218%
2/17/2026Royal Bank of Canada312,134$36.33M0.0%-1.6%2.845%
2/16/2026MML Investors Services LLC53,989$6.29M0.0%+22.7%0.492%
2/16/2026Focus Partners Wealth15,972$1.86M0.0%+70.1%0.146%
2/13/2026CreativeOne Wealth LLC1,871$218K0.0%N/A0.017%
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2/13/2026 Kestra Advisory Services LLC8,947$1.04M0.0%-15.3%0.082%
2/13/2026Stifel Financial Corp257,673$30.00M0.0%+18.1%2.349%
2/13/2026Morgan Stanley688,024$80.09M0.0%+0.9%6.272%
2/13/2026Arkadios Wealth Advisors13,814$1.61M0.0%-3.7%0.126%
2/13/2026MorganRosel Wealth Management LLC21,790$2.54M0.6%-1.5%0.199%
2/13/2026UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC490$57K0.0%N/A0.004%
2/13/2026Wells Fargo & Company MN432,067$50.29M0.0%-4.0%3.939%
2/13/2026Summit Financial LLC215,035$25.03M0.4%+1.5%1.960%
2/12/2026 Commonwealth Equity Services LLC386,843$45.03M0.1%+0.1%3.526%
2/12/2026 Wagner Wealth Management Corp14,467$1.68M1.7%N/A0.132%


PDP Institutional Ownership - Frequently Asked Questions

During the previous two years, 197 institutional investors and hedge funds held shares of Invesco Dorsey Wright Momentum ETF. The most heavily invested institutionals were Morgan Stanley ($80.09M), Raymond James Financial Inc. ($57.98M), Commonwealth Equity Services LLC ($50.37M), Wells Fargo & Company MN ($50.29M), LPL Financial LLC ($40.77M), Bank of America Corp DE ($39.29M), and Royal Bank of Canada ($36.99M).Learn more on Invesco Dorsey Wright Momentum ETF's institutional investors.

Of the 160 institutional investors that purchased Invesco Dorsey Wright Momentum ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($747.90K), Commonwealth Equity Services LLC ($376.26K), Northwestern Mutual Wealth Management Co. ($248.40K), Summit Financial LLC ($208.05K), LPL Financial LLC ($142.41K), Strid Group LLC ($105.86K), and Farther Finance Advisors LLC ($71.33K).

Institutional investors have bought a total of 1,208,537 shares in the last 24 months. This purchase volume represents approximately $153.65M in transactions.

Of the 71 institutional investors that sold Invesco Dorsey Wright Momentum ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Bank of America Corp DE ($23.07K), NewEdge Advisors LLC ($21.09K), Wells Fargo & Company MN ($18.12K), JPMorgan Chase & Co. ($17.53K), Raymond James Financial Inc. ($15.01K), UBS Group AG ($11.93K), and Farther Finance Advisors LLC ($11.25K).

Institutional investors have sold a total of 218,242 shares in the last 24 months. This volume of shares sold represents approximately $26.04M in transactions.


Related Companies

Institutional ownership data for NASDAQ:PDP is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 11/6/2026. New 13F filings are added each quarter as they're published.
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