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Invesco Dorsey Wright Momentum ETF (PDP) Institutional Ownership

Invesco Dorsey Wright Momentum ETF logo
$141.38 0.00 (0.00%)
As of 07/2/2026 04:00 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)
99
Total
Institutional Inflows
(last 12 months)
$89.84M
Number of
Institutional Sellers
(last 12 months)
90
Total
Institutional Outflows
(last 12 months)
$68.78M
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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
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%
5/6/2026MTM Investment Management LLC28,978$3.50M1.1%-1.5%0.270%
5/6/2026Advisortrust Partners LLC846$102K0.0%N/A0.008%
5/6/2026Bessemer Group Inc.1,120$135K0.0%N/A0.010%
5/5/2026D.A. Davidson & CO.20,497$2.48M0.0%-2.6%0.191%
5/5/2026Navigation Group LLC4,050$489K0.1%N/A0.038%
5/5/2026Bank 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%
5/4/2026NWF Advisory Services Inc.3,878$468K0.1%+28.1%0.036%
5/1/2026Fifth Third Bancorp9,251$1.12M0.0%+997.4%0.086%
4/30/2026Kestra Advisory Services LLC10,914$1.32M0.0%+22.0%0.102%
4/27/2026HB 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%
4/25/2026Eagle Bay Advisors LLC3,181$384K0.3%-9.6%0.030%
4/22/2026Janney Montgomery Scott LLC179,803$21.71M0.1%-0.2%1.687%
4/22/2026Realta Investment Advisors4,418$533K0.2%-3.6%0.041%
4/18/2026PMG Wealth Management Inc.9,705$1.17M0.8%-1.4%0.091%
4/17/2026WealthBridge Capital Management LLC5,130$619K0.1%-2.7%0.048%
4/17/2026Trinity 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%
3/6/2026Redwood Family Wealth LLC4,683$545K0.5%N/A0.043%
3/3/2026NWF 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%
2/18/2026Onyx 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%
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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%
2/13/2026Kestra 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%
2/12/2026Commonwealth Equity Services LLC386,843$45.03M0.1%+0.1%3.526%
2/12/2026Wagner Wealth Management Corp14,467$1.68M1.7%N/A0.132%
2/12/2026Steward Partners Investment Advisory LLC16,246$1.89M0.0%-2.8%0.148%
2/12/2026Founders Financial Alliance LLC814$95K0.0%-40.9%0.007%
2/11/2026Janney Montgomery Scott LLC180,219$20.98M0.0%-0.8%1.643%
2/11/2026Gaddis Premier Wealth Advisors LLC1,955$228K0.2%N/A0.018%
2/11/2026LPL Financial LLC350,205$40.77M0.0%+6.1%3.192%
2/11/2026JPMorgan Chase & Co.86,693$10.09M0.0%-16.8%0.790%
2/11/2026Hilton Head Capital Partners LLC306$36K0.0%N/A0.003%
2/11/2026Tradition Wealth Management LLC51,480$5.99M0.4%-14.9%0.469%
2/11/2026Vise Technologies Inc.3,146$366K0.0%N/A0.029%
2/10/2026Calton & Associates Inc.20,201$2.35M0.3%-5.5%0.184%
2/10/2026Hazlett Burt & Watson Inc.585$68K0.0%+23.2%0.005%
2/10/2026BNP Paribas Financial Markets40,000$4.66M0.0%+100.0%0.365%
2/10/2026Operose Advisors LLC275$32K0.0%N/A0.003%
2/10/2026Savant Capital LLC135,575$15.78M0.1%-1.8%1.236%
2/10/2026Baker Avenue Asset Management LP5,346$622K0.0%+3.1%0.049%
2/9/2026Kingsview Wealth Management LLC2,807$327K0.0%-4.1%0.026%
2/9/2026MTM Investment Management LLC29,423$3.43M1.1%-1.1%0.268%
2/9/2026Integrity Alliance LLC.7,925$923K0.0%-2.7%0.072%
2/9/2026Frazier Financial Advisors LLC341$40K0.0%+96.0%0.003%
2/9/2026Prospera Financial Services Inc165,161$19.23M0.3%-4.9%1.506%
2/6/2026Lloyd Advisory Services LLC.11,865$1.38M0.5%N/A0.108%
2/6/2026Kingdom Financial Group LLC.328$38K0.0%N/A0.003%
2/6/2026IFP Advisors Inc4,403$513K0.0%-2.8%0.040%
2/6/2026HighTower Advisors LLC2,206$257K0.0%-4.0%0.020%
2/5/2026Millennium Capital Advisors LLC5,263$613K0.4%N/A0.048%
2/5/2026Stephens Inc. AR8,243$960K0.0%-6.2%0.075%
2/5/2026AlphaCore Capital LLC3,830$446K0.0%N/A0.035%
2/5/2026Northwestern Mutual Wealth Management Co.251,418$29.27M0.0%+7,945.4%2.292%
2/5/2026Allworth Financial LP1,022$119K0.0%-8.3%0.009%
2/5/2026Pacific Sun Financial Corp2,642$308K0.1%-8.6%0.024%
2/4/2026Nwam LLC2,857$348K0.0%-10.1%0.026%
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2/3/2026LJI Wealth Management LLC21,081$2.45M0.4%-0.4%0.192%
2/3/2026International Assets Investment Management LLC266$31K0.0%N/A0.002%
2/3/2026MGO One Seven LLC1,969$229K0.0%N/A0.018%
2/2/2026Truist Financial Corp23,174$2.70M0.0%-9.2%0.211%
2/2/2026Golden Road Advisors LLC3,235$377K0.2%-5.3%0.030%
2/2/2026Fifth Third Bancorp843$98K0.0%-9.1%0.008%
1/29/2026D.A. Davidson & CO.21,048$2.45M0.0%-5.5%0.191%
1/29/2026UBS Group AG192,339$22.39M0.0%+8.7%1.744%
1/29/2026Sanctuary Advisors LLC5,320$619K0.0%-1.8%0.048%
1/28/2026Geneos Wealth Management Inc.5,532$644K0.0%-7.4%0.050%


PDP Institutional Ownership - Frequently Asked Questions

During the previous two years, 198 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 & Associates ($61.45M), Raymond James Financial Inc. ($57.98M), Wells Fargo & Company MN ($50.29M), Commonwealth Equity Services LLC ($45.03M), LPL Financial LLC ($40.77M), and Bank of America Corp DE ($39.29M).Learn more on Invesco Dorsey Wright Momentum ETF's institutional investors.

Of the 158 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), Northwestern Mutual Wealth Management Co. ($248.40K), Summit Financial LLC ($208.05K), LPL Financial LLC ($142.41K), Farther Finance Advisors LLC ($71.15K), Rockefeller Capital Management L.P. ($49.03K), and BNP Paribas Financial Markets ($40K).

Institutional investors have bought a total of 774,985 shares in the last 24 months. This purchase volume represents approximately $89.84M in transactions.

Of the 90 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: Raymond James Financial Inc. ($191.09K), LJI Wealth Management LLC ($52.48K), Farther Finance Advisors LLC ($40.81K), NewEdge Advisors LLC ($33.56K), Bank of America Corp DE ($23.07K), Envestnet Asset Management Inc. ($19.91K), and Wells Fargo & Company MN ($18.12K).

Institutional investors have sold a total of 604,212 shares in the last 24 months. This volume of shares sold represents approximately $68.78M in transactions.


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This page (NASDAQ:PDP) was last updated on 7/5/2026 by MarketBeat.com Staff.
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