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Invesco Dorsey Wright Momentum ETF (PDP) Institutional Ownership

Invesco Dorsey Wright Momentum ETF logo
$109.09 +1.54 (+1.43%)
As of 07/3/2025 01:04 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)
90
Total
Institutional Inflows
(last 12 months)
$160.33M
Number of
Institutional Sellers
(last 12 months)
83
Total
Institutional Outflows
(last 12 months)
$43.05M
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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
6/27/2025Goldman Sachs Group Inc.7,754$775K0.0%N/A0.065%
5/20/2025Focus Partners Wealth13,007$1.30M0.0%-4.4%0.110%
5/20/2025Integrity Alliance LLC.8,671$867K0.0%+11.4%0.073%
5/19/2025Jane Street Group LLC8,288$829K0.0%+41.2%0.070%
5/16/2025Goldman Sachs Group Inc.7,754$775K0.0%N/A0.065%
5/16/2025Jones Financial Companies Lllp2,056$206K0.0%+14.7%0.017%
5/16/2025NewEdge Advisors LLC98,118$9.81M0.1%-3.7%0.828%
5/15/2025EP Wealth Advisors LLC36,829$3.68M0.0%-0.7%0.311%
5/15/2025Royal Bank of Canada349,488$34.94M0.0%+2.4%2.949%
5/15/2025Calton & Associates Inc.15,314$1.53M0.3%+7.4%0.129%
5/15/2025Baird Financial Group Inc.8,665$866K0.0%-19.0%0.073%
5/14/2025Comerica Bank4,368$437K0.0%-17.9%0.037%
5/14/2025Capital Wealth Alliance LLC5,534$553K0.3%+24.8%0.047%
5/14/2025Summit Financial LLC204,941$20.49M0.6%N/A1.729%
5/14/2025Flow Traders U.S. LLC11,222$1.12M0.0%N/A0.095%
5/14/2025Tradition Wealth Management LLC65,603$6.56M0.6%+2.7%0.554%
5/13/2025Raymond James Financial Inc.682,198$68.21M0.0%-8.8%5.757%
5/13/2025HighTower Advisors LLC3,553$355K0.0%-10.6%0.030%
5/12/2025Benjamin Edwards Inc.10,220$1.02M0.0%+2.3%0.086%
5/12/2025Founders Financial Alliance LLC802$80K0.0%-41.2%0.007%
5/9/2025Strategy Asset Managers LLC3,738$374K0.1%-3.0%0.032%
5/9/2025WealthShield Partners LLC700$70K0.0%N/A0.006%
5/9/2025MGB Wealth Management LLC19,621$1.96M0.7%+3.8%0.166%
5/9/2025Costello Asset Management INC630$63K0.0%N/A0.005%
5/9/2025Commonwealth Equity Services LLC383,666$38.36M0.1%-2.3%3.238%
5/8/2025Mullooly Asset Management Inc.6,549$655K0.0%N/A0.055%
5/8/2025Private Advisory Group LLC8,903$890K0.1%-3.3%0.075%
5/7/2025LPL Financial LLC354,067$35.40M0.0%+52.7%2.998%
5/7/2025Second Half Financial Partners LLC7,348$735K0.4%-3.1%0.062%
5/7/2025HB Wealth Management LLC9,265$926K0.0%N/A0.078%
5/6/2025Cetera Investment Advisers26,103$2.61M0.0%+2.8%0.221%
5/5/2025IFP Advisors Inc4,746$474K0.0%+2.4%0.040%
5/5/2025Calton & Associates Inc.11,428$1.14M0.1%-19.9%0.096%
5/5/2025Private Advisor Group LLC6,546$654K0.0%-23.6%0.055%
5/5/2025Nwam LLC2,685$268K0.0%-32.9%0.023%
5/2/2025Kingsview Wealth Management LLC2,876$288K0.0%+10.6%0.024%
5/2/2025Lord & Richards Wealth Management LLC3,361$336K0.4%-22.1%0.028%
5/2/2025LJI Wealth Management LLC70,720$7.07M1.4%+5.3%0.595%
5/2/2025Apollon Financial LLC2,716$272K0.1%+11.7%0.023%
5/1/2025MTM Investment Management LLC32,406$3.26M1.3%-0.8%0.273%
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5/1/2025Stephens Inc. AR8,162$816K0.0%-6.0%0.069%
5/1/2025Realta Investment Advisors4,541$454K0.2%+53.2%0.038%
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%
4/29/2025Envestnet Asset Management Inc.86,009$8.60M0.0%-3.3%0.723%
4/29/2025World Investment Advisors3,391$339K0.0%-8.6%0.029%
4/28/2025TKG Advisors LLC3,859$386K0.2%-5.3%0.032%
4/28/2025D.A. Davidson & CO.22,938$2.29M0.0%-0.6%0.193%
4/28/2025Salomon & Ludwin LLC528$53K0.0%-53.8%0.004%
4/25/2025G&S Capital LLC27,074$2.71M1.1%+8.4%0.227%
4/25/2025MorganRosel Wealth Management LLC22,013$2.20M0.7%-2.5%0.184%
4/25/2025Strid Group LLC118,716$11.87M1.8%-2.4%0.994%
4/23/2025Global Assets Advisory LLC9,600$917K0.2%+200.0%0.080%
4/23/2025Post Resch Tallon Group Inc.2,730$272K0.3%+36.5%0.023%
4/22/2025Cambridge Investment Research Advisors Inc.36,608$3.66M0.0%-9.2%0.306%
4/22/2025World Equity Group Inc.3,199$320K0.1%N/A0.027%
4/22/2025PFG Investments LLC22,512$2.25M0.1%-0.7%0.188%
4/22/2025Dale Q Rice Investment Management Ltd2,948$295K0.2%N/A0.025%
4/21/2025Osborne Partners Capital Management LLC36,383$3.64M0.2%-1.4%0.304%
4/21/2025JBR Co Financial Management Inc30,961$3.10M1.8%-5.0%0.259%
4/17/2025Janney Montgomery Scott LLC180,659$18.06M0.1%-0.6%1.512%
4/16/2025Wealth Enhancement Advisory Services LLC101,271$10.13M0.0%+17.0%0.847%
4/16/2025Kelly Financial Group LLC16,824$1.68M0.3%-2.8%0.141%
4/14/2025Farther Finance Advisors LLC71,148$7.15M0.2%+5,209.6%0.595%
4/11/2025Sovereign Financial Group Inc.16,982$1.70M0.4%+1.3%0.113%
4/11/2025Affinity Wealth Management LLC2,057$206K0.0%+10.4%0.014%
4/11/2025Signal Advisors Wealth LLC3,558$356K0.0%N/A0.024%
4/10/2025Financial Management Professionals Inc.15,974$1.60M0.2%-29.3%0.106%
4/9/2025Merit Financial Group LLC9,779$978K0.0%-19.7%0.065%
4/9/2025PMG Wealth Management Inc.8,008$801K0.9%+24.9%0.053%
3/17/2025Wealth Enhancement Advisory Services LLC86,586$9.32M0.0%-2.0%0.705%
3/5/2025Castle 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%
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%
2/14/2025OneDigital Investment Advisors LLC2,846$306K0.0%N/A0.023%
2/14/2025Tower Research Capital LLC TRC747$80K0.0%-54.5%0.006%
2/14/2025Tradition Wealth Management LLC63,878$6.87M0.6%-0.6%0.520%
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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%
2/13/2025Envestnet 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%
2/12/2025World Investment Advisors3,712$399K0.0%+12.6%0.030%
2/12/2025OLD Mission Capital LLC3,596$387K0.0%-34.9%0.029%
(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, 181 institutional investors and hedge funds held shares of Invesco Dorsey Wright Momentum ETF. The most heavily invested institutionals were Raymond James Financial Inc. ($68.21M), Raymond James & Associates ($61.45M), Wells Fargo & Company MN ($59.53M), Bank of America Corp DE ($48.73M), Commonwealth Equity Services LLC ($38.36M), LPL Financial LLC ($35.40M), and Royal Bank of Canada ($34.94M).Learn more on Invesco Dorsey Wright Momentum ETF's institutional investors.

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

Of the 138 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), Global Assets Advisory LLC ($323.82K), Summit Financial LLC ($204.94K), NewSquare Capital LLC ($171.10K), LPL Financial LLC ($147.37K), Prospera Financial Services Inc ($136.10K), and Win Advisors Inc. ($105.77K).

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

Institutional investors have bought a total of 1,530,909 shares in the last 24 months. This purchase volume represents approximately $160.33M in transactions.

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

Of the 83 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. ($65.71K), Commonwealth Equity Services LLC ($50.34K), Private Advisory Group LLC ($44.32K), LPL Financial LLC ($27.66K), LJI Wealth Management LLC ($25.42K), Ameriprise Financial Inc. ($19.31K), and Prospera Financial Services Inc ($16.67K).

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

Institutional investors have sold a total of 419,400 shares in the last 24 months. This volume of shares sold represents approximately $43.05M in transactions.


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This page (NASDAQ:PDP) was last updated on 7/6/2025 by MarketBeat.com Staff
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