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Invesco Dorsey Wright Momentum ETF (PDP) Institutional Ownership

Invesco Dorsey Wright Momentum ETF logo
$140.67 +1.77 (+1.27%)
Closing price 10/9/2026 03:59 PM Eastern
Extended Trading
$140.66 -0.01 (-0.01%)
As of 10/9/2026 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)
85
Total
Institutional Inflows
(last 12 months)
$82.13M
Number of
Institutional Sellers
(last 12 months)
80
Total
Institutional Outflows
(last 12 months)
$40.88M
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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
10/9/2026Mirador Capital Partners LP2,000$276K0.0%N/A0.019%
10/9/2026Castle Rock Wealth Management LLC2,510$354K0.1%-10.8%0.024%
10/8/2026Farther 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%
9/9/2026IFP 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%
8/23/2026HB 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%
8/22/2026Concurrent Investment Advisors LLC2,187$332K0.0%+15.3%0.020%
7/9/2026Focus Financial Network Inc.7,541$1.14M0.0%+2.7%0.069%
7/8/2026Castle Rock Wealth Management LLC2,813$413K0.1%-10.1%0.020%
7/7/2026Post 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%
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%
5/4/2026NWF 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%
4/27/2026HB Wealth Management LLC8,870$1.07M0.0%+6.6%0.083%
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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%
4/25/2026Eagle Bay Advisors LLC3,181$384K0.3%-9.6%0.030%
4/22/2026Janney Montgomery Scott LLC179,803$21.71M0.1%-0.2%1.687%
4/22/2026Realta Investment Advisors4,418$533K0.2%-3.6%0.041%
4/18/2026PMG Wealth Management Inc.9,705$1.17M0.8%-1.4%0.091%
4/17/2026WealthBridge Capital Management LLC5,130$619K0.1%-2.7%0.048%
4/17/2026Trinity 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%
3/6/2026Redwood Family Wealth LLC4,683$545K0.5%N/A0.043%
3/3/2026NWF 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%
2/18/2026Onyx 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%
2/12/2026Wagner 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%
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%
2/11/2026Hilton 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%
2/10/2026Operose Advisors LLC275$32K0.0%N/A0.003%
2/10/2026Savant Capital LLC135,575$15.78M0.1%-1.8%1.236%
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2/10/2026Baker Avenue Asset Management LP5,346$622K0.0%+3.1%0.049%
2/9/2026Kingsview Wealth Management LLC2,807$327K0.0%-4.1%0.026%
2/9/2026MTM Investment Management LLC29,423$3.43M1.1%-1.1%0.268%
2/9/2026Integrity Alliance LLC.7,925$923K0.0%-2.7%0.072%
2/9/2026Frazier Financial Advisors LLC341$40K0.0%+96.0%0.003%
2/9/2026Prospera Financial Services Inc165,161$19.23M0.3%-4.9%1.506%
2/6/2026Lloyd Advisory Services LLC.11,865$1.38M0.5%N/A0.108%
2/6/2026Kingdom Financial Group LLC.328$38K0.0%N/A0.003%
2/6/2026IFP Advisors Inc4,403$513K0.0%-2.8%0.040%
2/6/2026HighTower Advisors LLC2,206$257K0.0%-4.0%0.020%


PDP Institutional Ownership - Frequently Asked Questions

During the previous two years, 196 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 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), Rockefeller Capital Management L.P. ($49.03K), and BNP Paribas Financial Markets ($40K).

Institutional investors have bought a total of 698,518 shares in the last 24 months. This purchase volume represents approximately $82.13M in transactions.

Of the 80 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), Envestnet Asset Management Inc. ($21.70K), NewEdge Advisors LLC ($21.09K), Wells Fargo & Company MN ($18.12K), and JPMorgan Chase & Co. ($17.53K).

Institutional investors have sold a total of 344,420 shares in the last 24 months. This volume of shares sold represents approximately $40.88M 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 10/9/2026. New 13F filings are added each quarter as they're published.
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