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Invesco Dorsey Wright Momentum ETF (PDP) Institutional Ownership

Invesco Dorsey Wright Momentum ETF logo
$111.25 -2.03 (-1.79%)
Closing price 08/1/2025 03:59 PM Eastern
Extended Trading
$111.20 -0.06 (-0.05%)
As of 08/1/2025 04:10 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 Polygon.io. Learn more.

Institutional Ownership Changes (13F Filings) for Invesco Dorsey Wright Momentum ETF (NASDAQ:PDP)

Number of
Institutional Buyers
(last 12 months)
95
Total
Institutional Inflows
(last 12 months)
$162.12M
Number of
Institutional Sellers
(last 12 months)
85
Total
Institutional Outflows
(last 12 months)
$38.91M
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PDP Institutional Buying and Selling by Quarter

Invesco Dorsey Wright Momentum ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/1/2025Envestnet Asset Management Inc.92,223$10.02M0.0%+7.2%0.793%
7/31/2025 LJI Wealth Management LLC73,556$7.99M1.4%+4.0%0.632%
7/30/2025 Capital Wealth Alliance LLC5,937$644K0.3%+7.3%0.051%
7/30/2025 D.A. Davidson & CO.22,508$2.44M0.0%-1.9%0.193%
7/29/2025 Stephens Inc. AR9,855$1.07M0.0%+20.7%0.084%
7/29/2025 Stratos Wealth Partners LTD.4,790$520K0.0%+8.4%0.041%
7/28/2025 Kiker Wealth Management LLC5,469$594K0.3%-2.1%0.047%
7/25/2025 CWM LLC3,264$354K0.0%-7.0%0.028%
7/25/2025 Sovereign Financial Group Inc.16,763$1.82M0.4%-1.3%0.144%
7/24/2025 IFP Advisors Inc5,265$572K0.0%+10.9%0.045%
7/24/2025 Blair William & Co. IL24,920$2.71M0.0%-5.1%0.213%
7/23/2025 Castle Rock Wealth Management LLC3,130$350K0.1%-3.1%0.027%
7/23/2025 Trueblood Wealth Management LLC1,910$207K0.1%N/A0.016%
7/22/2025 Red Tortoise LLC245$27K0.0%N/A0.002%
7/22/2025 Strid Group LLC111,644$12.12M1.7%-6.0%0.956%
7/21/2025 Ameritas Advisory Services LLC1,053$114K0.0%N/A0.009%
7/18/2025 PFG Investments LLC22,056$2.40M0.1%-2.0%0.189%
7/18/2025 Institute for Wealth Management LLC.45,817$4.98M0.6%-1.7%0.392%
7/18/2025 Truist Financial Corp28,552$3.10M0.0%-0.5%0.244%
7/17/2025 G&S Capital LLC23,086$2.51M1.0%-14.7%0.198%
7/17/2025 HB Wealth Management LLC8,320$903K0.0%-10.2%0.071%
7/17/2025 Janney Montgomery Scott LLC180,567$19.61M0.1%-0.1%1.546%
7/17/2025 PMG Wealth Management Inc.9,615$1.04M0.9%+20.1%0.082%
7/15/2025 Kelly Financial Group LLC11,095$1.21M0.2%-34.1%0.095%
7/14/2025 Sowell Financial Services LLC11,893$1.29M0.1%+3.0%0.102%
7/11/2025 Farther Finance Advisors LLC66,358$7.21M0.1%-6.7%0.569%
7/11/2025 Eagle Bay Advisors LLC3,519$382K0.3%-38.9%0.030%
7/10/2025 Wealth Enhancement Advisory Services LLC99,237$10.83M0.0%-2.0%0.850%
7/10/2025 Focus Financial Network Inc.7,418$806K0.0%+1.8%0.064%
7/9/2025 Mirador Capital Partners LP2,000$217K0.0%N/A0.017%
7/9/2025 Post 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%
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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%
5/14/2025 Capital 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%
5/9/2025 Costello Asset Management INC630$63K0.0%N/A0.005%
5/9/2025Commonwealth Equity Services LLC383,666$38.36M0.1%-2.3%3.238%
5/8/2025 Mullooly 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%
5/7/2025 Second Half Financial Partners LLC7,348$735K0.4%-3.1%0.062%
5/7/2025 HB Wealth Management LLC9,265$926K0.0%N/A0.078%
5/6/2025Cetera Investment Advisers26,103$2.61M0.0%+2.8%0.221%
5/5/2025 IFP 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%
5/2/2025 LJI Wealth Management LLC70,720$7.07M1.4%+5.3%0.595%
5/2/2025 Apollon Financial LLC2,716$272K0.1%+11.7%0.023%
5/1/2025MTM Investment Management LLC32,406$3.26M1.3%-0.8%0.273%
5/1/2025 Stephens Inc. AR8,162$816K0.0%-6.0%0.069%
5/1/2025 Realta Investment Advisors4,541$454K0.2%+53.2%0.038%
4/30/2025Allworth Financial LP1,615$160K0.0%+21.6%0.014%
4/30/2025 Stratos 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%
4/28/2025 D.A. Davidson & CO.22,938$2.29M0.0%-0.6%0.193%
4/28/2025 Salomon & Ludwin LLC528$53K0.0%-53.8%0.004%
4/25/2025 G&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%
4/25/2025 Strid Group LLC118,716$11.87M1.8%-2.4%0.994%
4/23/2025 Global Assets Advisory LLC9,600$917K0.2%+200.0%0.080%
4/23/2025 Post Resch Tallon Group Inc.2,730$272K0.3%+36.5%0.023%
4/22/2025 Cambridge Investment Research Advisors Inc.36,608$3.66M0.0%-9.2%0.306%
4/22/2025 World Equity Group Inc.3,199$320K0.1%N/A0.027%
4/22/2025 PFG Investments LLC22,512$2.25M0.1%-0.7%0.188%
4/22/2025 Dale 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%
One stock to replace Nvidia (Ad)

Investing Legend Hints the End May be Near for These 3 Iconic Stocks One company to replace Amazon… another to rival Tesla… and a third to upset Nvidia. These little-known stocks are poised to overtake the three reigning tech darlings in a move that could completely reorder the top dogs of the stock market. Eric Fry gives away names, tickers and full analysis in this first-ever free broadcast.

Click to get the full details on Eric Fry's "Nvidia alternative" right here.
4/21/2025JBR Co Financial Management Inc30,961$3.10M1.8%-5.0%0.259%
4/17/2025 Janney Montgomery Scott LLC180,659$18.06M0.1%-0.6%1.512%
4/16/2025 Wealth Enhancement Advisory Services LLC101,271$10.13M0.0%+17.0%0.847%
4/16/2025 Kelly Financial Group LLC16,824$1.68M0.3%-2.8%0.141%
4/14/2025 Farther Finance Advisors LLC71,148$7.15M0.2%+5,209.6%0.595%
4/11/2025 Sovereign Financial Group Inc.16,982$1.70M0.4%+1.3%0.113%
4/11/2025 Affinity Wealth Management LLC2,057$206K0.0%+10.4%0.014%
4/11/2025 Signal Advisors Wealth LLC3,558$356K0.0%N/A0.024%
4/10/2025 Financial Management Professionals Inc.15,974$1.60M0.2%-29.3%0.106%
4/9/2025 Merit Financial Group LLC9,779$978K0.0%-19.7%0.065%
(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, 183 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 139 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. ($98.49K).

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

Institutional investors have bought a total of 1,547,089 shares in the last 24 months. This purchase volume represents approximately $162.12M in transactions.

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

Of the 85 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 ($42.83K), LPL Financial LLC ($27.66K), LJI Wealth Management LLC ($25.42K), Ameriprise Financial Inc. ($19.31K), Prospera Financial Services Inc ($16.67K), and Savant Capital LLC ($14.24K).

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

Institutional investors have sold a total of 373,683 shares in the last 24 months. This volume of shares sold represents approximately $38.91M in transactions.



This page (NASDAQ:PDP) was last updated on 8/2/2025 by MarketBeat.com Staff
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