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Invesco Dorsey Wright Momentum ETF (PDP) Institutional Ownership

Invesco Dorsey Wright Momentum ETF logo
$133.85 +0.25 (+0.19%)
Closing price 10/23/2026 04:00 PM Eastern
Extended Trading
$133.86 +0.01 (+0.01%)
As of 10/23/2026 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)
86
Total
Institutional Inflows
(last 12 months)
$90.11M
Number of
Institutional Sellers
(last 12 months)
77
Total
Institutional Outflows
(last 12 months)
$37.19M
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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
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%
8/23/2026Nilsine Partners LLC8,265$1.25M0.1%N/A0.076%
8/22/2026Montgomery 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%
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%
Cigar Lake Flooded Again Uranium Supply Shock Repeats (Ad)

In 2006, a flooded mine at Cigar Lake sent uranium prices from the 50 range to 136 in eight months. This past May, flooding hit the same complex again, and in July Cigar Lake went down a second time, disrupting the world's largest high-grade uranium mine. Gerardo Del Real calls this the Third Convergence Event and has backed three small companies positioned in front of it.tc pixel

See the three companies positioned for uranium's next supply shock
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%
5/4/2026 NWF 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%
4/27/2026 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%
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%
2/12/2026 Wagner 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%
Why Gerardo Del Real says wait before buying uranium stocks (Ad)

Gerardo Del Real is calling it the Third Convergence Event, a new catalyst hitting the uranium market that he says has never existed before. In a similar setup in the past, select investors saw $1,000 turn into over $1 million within a few years. Del Real just released a full video breakdown of what is driving this move and how to prepare.tc pixel

Watch Gerardo Del Real's new uranium market breakdown now
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%
2/11/2026 Hilton 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%


PDP Institutional Ownership - Frequently Asked Questions

During the previous two years, 195 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), Wells Fargo & Company MN ($50.29M), Commonwealth Equity Services LLC ($45.03M), 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 156 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 ($71.33K), B. Riley Wealth Advisors Inc. ($56.01K), and Rockefeller Capital Management L.P. ($49.03K).

Institutional investors have bought a total of 754,450 shares in the last 24 months. This purchase volume represents approximately $90.11M in transactions.

Of the 77 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: LJI Wealth Management LLC ($52.48K), Bank of America Corp DE ($23.07K), Envestnet Asset Management Inc. ($21.70K), NewEdge Advisors LLC ($21.09K), Wells Fargo & Company MN ($18.12K), JPMorgan Chase & Co. ($17.53K), and Raymond James Financial Inc. ($15.01K).

Institutional investors have sold a total of 312,820 shares in the last 24 months. This volume of shares sold represents approximately $37.19M 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 10/24/2026. New 13F filings are added each quarter as they're published.
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