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Invesco Dorsey Wright Momentum ETF (PDP) Institutional Ownership

Invesco Dorsey Wright Momentum ETF logo
$119.00 -0.73 (-0.61%)
As of 01:23 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)
96
Total
Institutional Inflows
(last 12 months)
$166.53M
Number of
Institutional Sellers
(last 12 months)
87
Total
Institutional Outflows
(last 12 months)
$62.75M
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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
9/26/2025Corient Private Wealth LLC3,133$340K0.0%+20.8%0.027%
9/9/2025NWF Advisory Services Inc.4,200$456K0.1%+4.5%0.036%
9/4/2025Osaic Holdings Inc.64,945$7.04M0.0%-3.0%0.559%
8/26/2025Claris Financial LLC3,126$339K0.3%-9.3%0.027%
8/19/2025B. Riley Wealth Advisors Inc.28,877$3.14M0.1%N/A0.249%
8/18/2025Geneos Wealth Management Inc.6,152$668K0.0%-2.8%0.053%
8/15/2025Tower Research Capital LLC TRC 4,182$454K0.0%-28.1%0.036%
8/15/2025Corient Private Wealth LLC3,133$340K0.0%+20.8%0.027%
8/15/2025Visionary Wealth Advisors1,950$212K0.0%N/A0.017%
8/15/2025Snowden Capital Advisors LLC16,293$1.77M0.1%-2.5%0.140%
8/15/2025MML Investors Services LLC39,463$4.29M0.0%+1.0%0.340%
8/15/2025IHT Wealth Management LLC2,016$219K0.0%-41.0%0.017%
8/15/2025EP Wealth Advisors LLC23,361$2.54M0.0%-36.6%0.201%
8/15/2025Benjamin Edwards Inc.11,288$1.23M0.0%+10.5%0.097%
8/15/2025Bank of America Corp DE447,994$48.65M0.0%+0.2%3.855%
8/15/2025Ameriprise Financial Inc.116,039$12.60M0.0%-9.0%0.999%
8/14/2025Raymond James Financial Inc.506,116$54.96M0.0%-25.8%4.356%
8/14/2025NewEdge Advisors LLC84,604$9.19M0.0%-13.8%0.728%
8/14/2025Baker Avenue Asset Management LP4,916$534K0.0%+13.9%0.042%
8/13/2025Flow Traders U.S. LLC20,615$2.24M0.1%+83.7%0.177%
8/13/2025Baird Financial Group Inc.7,809$848K0.0%-9.9%0.067%
8/13/2025JBR Co Financial Management Inc30,012$3.26M1.6%-3.1%0.258%
8/12/2025Steward Partners Investment Advisory LLC15,162$1.65M0.0%-5.0%0.130%
8/12/2025Global Retirement Partners LLC18,360$1.99M0.0%N/A0.158%
8/12/2025JPMorgan Chase & Co.90,032$9.78M0.0%+1.0%0.775%
8/8/2025MTM Investment Management LLC30,942$3.36M1.1%-4.5%0.266%
8/8/2025Rockefeller Capital Management L.P.101,258$11.00M0.0%+0.1%0.871%
8/8/2025Cetera Investment Advisers26,304$2.86M0.0%+0.8%0.226%
8/8/2025Creative Planning5,695$618K0.0%-4.5%0.049%
8/7/2025Nwam LLC2,336$266K0.0%-13.0%0.020%
8/6/2025Prospera Financial Services Inc178,693$19.40M0.4%+1.1%1.538%
8/6/2025Bryn Mawr Trust Advisors LLC4,051$440K0.0%N/A0.035%
8/6/2025Savant Capital LLC139,701$15.17M0.1%-5.7%1.202%
8/6/2025TKG Advisors LLC3,427$372K0.2%-11.2%0.029%
8/4/2025Integrity Alliance LLC.8,305$902K0.0%-4.2%0.071%
8/4/2025Assetmark Inc.1,778$193K0.0%N/A0.015%
8/4/2025Spire Wealth Management2,418$263K0.0%-34.5%0.021%
8/1/2025Envestnet Asset Management Inc.92,223$10.02M0.0%+7.2%0.793%
7/31/2025LJI Wealth Management LLC73,556$7.99M1.4%+4.0%0.632%
7/30/2025Capital Wealth Alliance LLC5,937$644K0.3%+7.3%0.051%
7/30/2025D.A. Davidson & CO.22,508$2.44M0.0%-1.9%0.193%
7/29/2025Stephens Inc. AR9,855$1.07M0.0%+20.7%0.084%
7/29/2025Stratos Wealth Partners LTD.4,790$520K0.0%+8.4%0.041%
7/28/2025Kiker Wealth Management LLC5,469$594K0.3%-2.1%0.047%
7/25/2025CWM LLC3,264$354K0.0%-7.0%0.028%
7/25/2025Sovereign Financial Group Inc.16,763$1.82M0.4%-1.3%0.144%
7/24/2025IFP Advisors Inc5,265$572K0.0%+10.9%0.045%
7/24/2025Blair William & Co. IL24,920$2.71M0.0%-5.1%0.213%
7/23/2025Castle Rock Wealth Management LLC3,130$350K0.1%-3.1%0.027%
7/23/2025Trueblood Wealth Management LLC1,910$207K0.1%N/A0.016%
7/22/2025Red Tortoise LLC245$27K0.0%N/A0.002%
7/22/2025Strid Group LLC111,644$12.12M1.7%-6.0%0.956%
7/21/2025Ameritas Advisory Services LLC1,053$114K0.0%N/A0.009%
7/18/2025PFG Investments LLC22,056$2.40M0.1%-2.0%0.189%
7/18/2025Institute for Wealth Management LLC.45,817$4.98M0.6%-1.7%0.392%
7/18/2025Truist Financial Corp28,552$3.10M0.0%-0.5%0.244%
7/17/2025G&S Capital LLC23,086$2.51M1.0%-14.7%0.198%
7/17/2025HB Wealth Management LLC8,320$903K0.0%-10.2%0.071%
7/17/2025Janney Montgomery Scott LLC180,567$19.61M0.1%-0.1%1.546%
7/17/2025PMG Wealth Management Inc.9,615$1.04M0.9%+20.1%0.082%
7/15/2025Kelly Financial Group LLC11,095$1.21M0.2%-34.1%0.095%
7/14/2025Sowell Financial Services LLC11,893$1.29M0.1%+3.0%0.102%
7/11/2025Farther Finance Advisors LLC66,358$7.21M0.1%-6.7%0.569%
7/11/2025Eagle Bay Advisors LLC3,519$382K0.3%-38.9%0.030%
7/10/2025Wealth Enhancement Advisory Services LLC99,237$10.83M0.0%-2.0%0.850%
7/10/2025Focus Financial Network Inc.7,418$806K0.0%+1.8%0.064%
7/9/2025Mirador Capital Partners LP2,000$217K0.0%N/A0.017%
7/9/2025Post Resch Tallon Group Inc.2,250$244K0.2%-17.6%0.019%
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%
(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, 182 institutional investors and hedge funds held shares of Invesco Dorsey Wright Momentum ETF. The most heavily invested institutionals were Raymond James & Associates ($61.45M), Wells Fargo & Company MN ($59.53M), Raymond James Financial Inc. ($54.96M), Bank of America Corp DE ($48.65M), 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), LPL Financial LLC ($147.37K), Win Advisors Inc. ($98.49K), International Assets Investment Management LLC ($83.68K), and Farther Finance Advisors LLC ($71.15K).

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

Institutional investors have bought a total of 1,584,259 shares in the last 24 months. This purchase volume represents approximately $166.53M in transactions.

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

Of the 87 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. ($241.79K), Commonwealth Equity Services LLC ($42.83K), Ameriprise Financial Inc. ($30.78K), LPL Financial LLC ($27.66K), LJI Wealth Management LLC ($25.42K), NewEdge Advisors LLC ($19.41K), 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 591,448 shares in the last 24 months. This volume of shares sold represents approximately $62.75M in transactions.


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This page (NASDAQ:PDP) was last updated on 10/7/2025 by MarketBeat.com Staff
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