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Invesco Dorsey Wright Momentum ETF (PDP) Institutional Ownership

Invesco Dorsey Wright Momentum ETF logo
$142.55 +1.15 (+0.81%)
As of 08/14/2026 03:57 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
80
Total
Institutional Inflows
(last 12 months)
$83.21M
Number of
Institutional Sellers
(last 12 months)
78
Total
Institutional Outflows
(last 12 months)
$40.13M
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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
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%
6/8/2026 Pine Valley Investments Ltd Liability Co3,701$447K0.0%N/A0.034%
6/3/2026 NewEdge 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%
5/19/2026 Arkadios 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%
5/16/2026 Quantinno Capital Management LP6,048$730K0.0%+33.7%0.056%
5/13/2026 Cetera Investment Advisers29,460$3.56M0.0%+3.6%0.274%
5/13/2026 First Trust Advisors LP4,273$516K0.0%N/A0.040%
5/8/2026 Pacific Sun Financial Corp2,562$309K0.1%-3.0%0.024%
5/6/2026 MTM Investment Management LLC28,978$3.50M1.1%-1.5%0.270%
5/6/2026 Advisortrust Partners LLC846$102K0.0%N/A0.008%
5/6/2026 Bessemer Group Inc.1,120$135K0.0%N/A0.010%
5/5/2026 D.A. Davidson & CO.20,497$2.48M0.0%-2.6%0.191%
5/5/2026 Navigation Group LLC4,050$489K0.1%N/A0.038%
5/5/2026 Bank of New York Mellon Corp1,702$206K0.0%N/A0.016%
5/5/2026 Geneos Wealth Management Inc.5,436$656K0.0%-1.7%0.051%
5/5/2026 Sanctuary Advisors LLC6,708$810K0.0%+26.1%0.062%
5/4/2026 NWF Advisory Services Inc.3,878$468K0.1%+28.1%0.036%
5/1/2026 Fifth Third Bancorp9,251$1.12M0.0%+997.4%0.086%
4/30/2026 Kestra 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%
4/27/2026 Osborne Partners Capital Management LLC33,954$4.10M0.2%-0.3%0.316%
4/27/2026 PFG Investments LLC14,104$1.70M0.1%-35.4%0.131%
4/25/2026 Eagle Bay Advisors LLC3,181$384K0.3%-9.6%0.030%
4/22/2026 Janney Montgomery Scott LLC179,803$21.71M0.1%-0.2%1.687%
4/22/2026 Realta Investment Advisors4,418$533K0.2%-3.6%0.041%
4/18/2026 PMG 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%
3/17/2026 Rockefeller 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%
2/18/2026 Mercer 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%
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2/18/2026 EP Wealth Advisors LLC23,190$2.70M0.0%N/A0.211%
2/18/2026 NewEdge Advisors LLC83,200$9.69M0.0%-1.0%0.758%
2/17/2026AQR Capital Management LLC3,057$356K0.0%N/A0.028%
2/17/2026 Cetera 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%
2/17/2026 Blair 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%
2/16/2026 MML Investors Services LLC53,989$6.29M0.0%+22.7%0.492%
2/16/2026 Focus Partners Wealth15,972$1.86M0.0%+70.1%0.146%
2/13/2026 CreativeOne Wealth LLC1,871$218K0.0%N/A0.017%
2/13/2026 Kestra Advisory Services LLC8,947$1.04M0.0%-15.3%0.082%
2/13/2026 Stifel Financial Corp257,673$30.00M0.0%+18.1%2.349%
2/13/2026 Morgan Stanley688,024$80.09M0.0%+0.9%6.272%
2/13/2026 Arkadios Wealth Advisors13,814$1.61M0.0%-3.7%0.126%
2/13/2026MorganRosel Wealth Management LLC21,790$2.54M0.6%-1.5%0.199%
2/13/2026 UBS 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%
2/13/2026 Summit Financial LLC215,035$25.03M0.4%+1.5%1.960%
2/12/2026 Commonwealth 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%
2/12/2026 Steward Partners Investment Advisory LLC16,246$1.89M0.0%-2.8%0.148%
2/12/2026 Founders Financial Alliance LLC814$95K0.0%-40.9%0.007%
2/11/2026 Janney Montgomery Scott LLC180,219$20.98M0.0%-0.8%1.643%
2/11/2026 Gaddis Premier Wealth Advisors LLC1,955$228K0.2%N/A0.018%
2/11/2026 LPL Financial LLC350,205$40.77M0.0%+6.1%3.192%
2/11/2026 JPMorgan Chase & Co.86,693$10.09M0.0%-16.8%0.790%
2/11/2026 Hilton Head Capital Partners LLC306$36K0.0%N/A0.003%
2/11/2026 Tradition Wealth Management LLC51,480$5.99M0.4%-14.9%0.469%
2/11/2026 Vise Technologies Inc.3,146$366K0.0%N/A0.029%
2/10/2026 Calton & Associates Inc.20,201$2.35M0.3%-5.5%0.184%
2/10/2026 Hazlett Burt & Watson Inc.585$68K0.0%+23.2%0.005%
2/10/2026 BNP Paribas Financial Markets40,000$4.66M0.0%+100.0%0.365%
2/10/2026 Operose Advisors LLC275$32K0.0%N/A0.003%
2/10/2026 Savant Capital LLC135,575$15.78M0.1%-1.8%1.236%
2/10/2026 Baker Avenue Asset Management LP5,346$622K0.0%+3.1%0.049%
2/9/2026Kingsview Wealth Management LLC2,807$327K0.0%-4.1%0.026%
2/9/2026 MTM Investment Management LLC29,423$3.43M1.1%-1.1%0.268%
2/9/2026 Integrity Alliance LLC.7,925$923K0.0%-2.7%0.072%
2/9/2026 Frazier Financial Advisors LLC341$40K0.0%+96.0%0.003%
2/9/2026 Prospera Financial Services Inc165,161$19.23M0.3%-4.9%1.506%
2/6/2026 Lloyd Advisory Services LLC.11,865$1.38M0.5%N/A0.108%
2/6/2026 Kingdom Financial Group LLC.328$38K0.0%N/A0.003%
2/6/2026 IFP Advisors Inc4,403$513K0.0%-2.8%0.040%
2/6/2026 HighTower Advisors LLC2,206$257K0.0%-4.0%0.020%
2/5/2026 Millennium Capital Advisors LLC5,263$613K0.4%N/A0.048%
2/5/2026 Stephens Inc. AR8,243$960K0.0%-6.2%0.075%
2/5/2026 AlphaCore Capital LLC3,830$446K0.0%N/A0.035%
2/5/2026 Northwestern Mutual Wealth Management Co.251,418$29.27M0.0%+7,945.4%2.292%
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2/5/2026 Allworth Financial LP1,022$119K0.0%-8.3%0.009%
2/5/2026 Pacific Sun Financial Corp2,642$308K0.1%-8.6%0.024%
2/4/2026 Nwam LLC2,857$348K0.0%-10.1%0.026%
2/3/2026 LJI Wealth Management LLC21,081$2.45M0.4%-0.4%0.192%
2/3/2026 International Assets Investment Management LLC266$31K0.0%N/A0.002%
2/3/2026 MGO One Seven LLC1,969$229K0.0%N/A0.018%
2/2/2026 Truist Financial Corp23,174$2.70M0.0%-9.2%0.211%
2/2/2026 Golden Road Advisors LLC3,235$377K0.2%-5.3%0.030%
2/2/2026 Fifth Third Bancorp843$98K0.0%-9.1%0.008%
1/29/2026 D.A. Davidson & CO.21,048$2.45M0.0%-5.5%0.191%


PDP Institutional Ownership - Frequently Asked Questions

During the previous two years, 193 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 153 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 713,877 shares in the last 24 months. This purchase volume represents approximately $83.21M in transactions.

Of the 78 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), Farther Finance Advisors LLC ($36.02K), Bank of America Corp DE ($23.07K), NewEdge Advisors LLC ($20.05K), Envestnet Asset Management Inc. ($19.91K), Wells Fargo & Company MN ($18.12K), and JPMorgan Chase & Co. ($17.53K).

Institutional investors have sold a total of 340,211 shares in the last 24 months. This volume of shares sold represents approximately $40.13M in transactions.


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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 7/9/2026. New 13F filings are added each quarter as they're published.
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