Invesco Dorsey Wright Momentum ETF (PDP) Institutional Ownership

$101.07

+0.24 (+0.24%)

(As of 09/17/2024 ET)

Number of Institutional Buyers (last 12 months): 58
Total Institutional Inflows (last 12 months): $76.52M

Number of Institutional Sellers (last 12 months): 61
Total Institutional Outflows (last 12 months): $63.25M

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PDP Institutional Buying and Selling by Quarter

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Invesco Dorsey Wright Momentum ETF Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
9/5/2024	Sanctuary Advisors LLC	6,331	$597K	0.0%	N/A	0.050%
8/22/2024	Cetera Investment Advisers	28,678	$2.81M	0.0%	-3.1%	0.227%
8/21/2024	Truist Financial Corp	30,752	$3.01M	0.0%	-0.7%	0.244%
8/19/2024	EP Wealth Advisors LLC	37,613	$3.68M	0.0%	-1.7%	0.298%
8/19/2024	B. Riley Wealth Advisors Inc.	28,041	$2.74M	0.1%	-8.4%	0.222%
8/16/2024	Northwestern Mutual Wealth Management Co.	2,970	$291K	0.0%	-3.4%	0.024%
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8/16/2024	NewEdge Advisors LLC	104,402	$10.22M	0.1%	+20.2%	0.828%
8/16/2024	Forefront Analytics LLC	16,690	$1.63M	0.8%	-14.0%	0.132%
8/14/2024	Gateway Advisory LLC	213,189	$20.86M	3.5%	+1.9%	1.691%
8/13/2024	AE Wealth Management LLC	2,054	$201K	0.0%	-44.6%	0.016%
8/13/2024	Benjamin F. Edwards & Company Inc.	10,734	$1.05M	0.0%	+6.1%	0.085%
8/12/2024	LJI Wealth Management LLC	92,027	$9.01M	2.0%	+2.0%	0.730%
8/12/2024	Carolinas Wealth Consulting LLC	7,583	$742K	0.1%	+43.5%	0.060%
8/12/2024	Blair William & Co. IL	27,450	$2.69M	0.0%	-1.1%	0.218%
8/12/2024	Mercer Global Advisors Inc. ADV	27,028	$2.65M	0.0%	-4.6%	0.214%
8/8/2024	Envestnet Asset Management Inc.	92,218	$9.02M	0.0%	-1.0%	0.731%
8/6/2024	Savant Capital LLC	165,688	$16.21M	0.2%	-3.8%	1.314%
8/5/2024	Private Advisor Group LLC	9,362	$916K	0.0%	+25.0%	0.074%
8/2/2024	Consolidated Planning Corp	5,015	$491K	0.1%	+13.6%	0.040%
8/2/2024	Strategy Asset Managers LLC	3,912	$383K	0.1%	-3.3%	0.031%
7/31/2024	Commonwealth Equity Services LLC	426,491	$41.74M	0.1%	-1.7%	3.382%
7/30/2024	International Assets Investment Management LLC	266	$26K	0.0%	N/A	0.002%
7/29/2024	Arkadios Wealth Advisors	4,811	$471K	0.0%	+90.3%	0.038%
7/26/2024	Cambridge Investment Research Advisors Inc.	46,754	$4.58M	0.0%	-7.7%	0.370%
7/26/2024	Salomon & Ludwin LLC	1,305	$128K	0.0%	-49.6%	0.010%
7/25/2024	Institute for Wealth Management LLC.	47,945	$4.69M	0.6%	-0.4%	0.380%
7/23/2024	Private Advisory Group LLC	9,508	$931K	0.1%	-82.2%	0.075%
7/22/2024	Focus Financial Network Inc.	7,511	$740K	0.0%	-11.0%	0.059%
7/20/2024	Raymond James Financial Services Advisors Inc.	121,018	$11.84M	0.0%	-0.7%	0.958%
7/19/2024	Pacific Sun Financial Corp	3,072	$301K	0.2%	-6.1%	0.024%
7/19/2024	Raymond James & Associates	587,206	$57.46M	0.0%	-0.5%	4.649%
7/18/2024	Brookstone Capital Management	2,889	$284K	0.0%	-3.5%	0.023%
7/17/2024	Strid Group LLC	124,450	$12.18M	2.0%	-3.9%	0.989%
7/16/2024	Wealth Enhancement Advisory Services LLC	89,502	$8.76M	0.0%	-8.1%	0.711%
7/16/2024	JBR Co Financial Management Inc	33,272	$3.26M	2.3%	-3.2%	0.264%
7/16/2024	Trinity Wealth Management LLC	3,678	$360K	0.2%	-5.9%	0.029%
7/15/2024	MorganRosel Wealth Management LLC	22,773	$2.23M	0.8%	-2.7%	0.181%
7/12/2024	Hexagon Capital Partners LLC	400	$39K	0.0%	-20.0%	0.003%
6/26/2024	Old Port Advisors	2,666	$263K	0.1%	-10.1%	0.021%
5/24/2024	Cetera Advisors LLC	16,288	$1.61M	0.0%	+39.9%	0.127%
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5/24/2024	Cetera Investment Advisers	29,594	$2.92M	0.0%	+269.1%	0.230%
5/16/2024	B. Riley Wealth Advisors Inc.	30,618	$3.02M	0.1%	+4.1%	0.241%
5/16/2024	Waverly Advisors LLC	20,242	$2.00M	0.0%	+234.0%	0.160%
5/10/2024	Osaic Holdings Inc.	93,013	$9.19M	0.0%	-25.3%	0.723%
5/10/2024	Nwam LLC	4,274	$414K	0.0%	-11.1%	0.033%
5/9/2024	Blair William & Co. IL	27,750	$2.74M	0.0%	-0.7%	0.216%
5/9/2024	Kingsview Wealth Management LLC	2,905	$287K	0.0%	-24.2%	0.023%
5/9/2024	JBR Co Financial Management Inc	34,359	$3.39M	2.7%	-13.1%	0.267%
5/9/2024	Delta Investment Management LLC	2,063	$204K	0.0%	N/A	0.016%
5/4/2024	SPC Financial Inc.	4,755	$470K	0.0%	+12.9%	0.037%
5/4/2024	Geneos Wealth Management Inc.	6,670	$659K	0.0%	-4.0%	0.052%
5/2/2024	Salomon & Ludwin LLC	2,588	$256K	0.0%	-39.0%	0.020%
5/1/2024	Janney Montgomery Scott LLC	173,299	$17.12M	0.1%	-0.9%	1.344%
5/1/2024	TKG Advisors LLC	4,389	$434K	0.2%	-12.1%	0.034%
4/29/2024	Commonwealth Equity Services LLC	434,009	$42.87M	0.1%	-3.2%	3.367%
4/29/2024	Benjamin F. Edwards & Company Inc.	10,115	$999K	0.0%	-11.2%	0.078%
4/26/2024	Trueblood Wealth Management LLC	2,064	$204K	0.1%	N/A	0.016%
4/25/2024	Strategy Asset Managers LLC	4,047	$400K	0.1%	+3.5%	0.031%
4/25/2024	Osborne Partners Capital Management LLC	40,814	$4.03M	0.2%	-6.3%	0.317%
4/25/2024	Cambridge Investment Research Advisors Inc.	50,660	$5.00M	0.0%	+6.1%	0.393%
4/24/2024	Win Advisors Inc.	62,444	$6.17M	2.7%	N/A	0.484%
4/24/2024	Strid Group LLC	129,508	$12.79M	2.3%	-4.7%	1.005%
4/24/2024	Spire Wealth Management	4,264	$421K	0.0%	+4.9%	0.033%
4/23/2024	Lunt Capital Management Inc.	20,027	$1.98M	1.0%	-4.9%	0.155%
4/23/2024	Raymond James Financial Services Advisors Inc.	121,886	$12.04M	0.0%	-12.1%	0.944%
4/22/2024	PFG Investments LLC	24,163	$2.39M	0.1%	+65.7%	0.187%
4/22/2024	Raymond James & Associates	589,914	$58.27M	0.0%	+2.0%	4.569%
4/18/2024	MorganRosel Wealth Management LLC	23,409	$2.31M	0.8%	-3.8%	0.181%
4/16/2024	Wealth Enhancement Advisory Services LLC	97,436	$9.63M	0.0%	-55.9%	0.755%
4/15/2024	G&S Capital LLC	24,142	$2.39M	1.1%	-7.7%	0.187%
4/12/2024	Global Assets Advisory LLC	314,224	$31.04M	0.1%	N/A	2.434%
4/11/2024	Shilanski & Associates Inc.	2,221	$219K	0.1%	N/A	0.017%
4/5/2024	Carolina Wealth Advisors LLC	393	$39K	0.0%	N/A	0.003%
3/22/2024	PNC Financial Services Group Inc.	3,196	$273K	0.0%	-14.3%	0.024%
3/15/2024	B. Riley Wealth Advisors Inc.	29,419	$2.52M	0.1%	-3.9%	0.225%
3/14/2024	Golden Road Advisors LLC	3,540	$303K	0.3%	N/A	0.027%
2/28/2024	EP Wealth Advisors LLC	38,323	$3.28M	0.0%	-0.8%	0.293%
2/13/2024	Stephens Inc. AR	10,494	$897K	0.0%	-4.1%	0.080%
2/13/2024	Tower Research Capital LLC TRC	600	$51K	0.0%	-88.6%	0.005%
2/12/2024	Focus Financial Network Inc. ADV	8,444	$722K	0.0%	N/A	0.065%
2/12/2024	Stifel Financial Corp	79,783	$6.82M	0.0%	+6.3%	0.610%
2/12/2024	Steward Partners Investment Advisory LLC	8,999	$769K	0.0%	-1.8%	0.069%
2/9/2024	Cambridge Investment Research Advisors Inc.	47,726	$4.08M	0.0%	-7.4%	0.365%
2/9/2024	D.A. Davidson & CO.	21,967	$1.88M	0.0%	-7.1%	0.168%
2/9/2024	Wells Fargo & Company MN	585,280	$50.04M	0.0%	-11.4%	4.478%
2/9/2024	UBS Group AG	241,489	$20.65M	0.0%	+7.9%	1.848%
2/9/2024	PNC Financial Services Group Inc.	3,196	$273K	0.0%	-14.3%	0.024%
2/8/2024	Financial Advocates Investment Management	3,000	$256K	0.0%	N/A	0.023%
2/8/2024	Kingsview Wealth Management LLC	3,830	$327K	0.0%	-8.4%	0.029%
2/8/2024	Janney Montgomery Scott LLC	174,873	$14.95M	0.0%	-1.2%	1.338%
Musk’s new company could top a trillion? (Ad) The investment legend who predicted the rise of Bitcoin, Facebook and streaming services like Netflix… Just released the details on what he’s calling Elon’s Project X-9840. Click here to see the details because there’s not much time to prepare.
2/8/2024	Pacific Sun Financial Corp	3,272	$280K	0.2%	-15.5%	0.025%
2/7/2024	Gateway Advisory LLC	206,002	$17.61M	3.4%	+9.6%	1.576%
2/7/2024	Astoria Portfolio Advisors LLC.	2,416	$216K	0.1%	N/A	0.018%
2/7/2024	Northwest Financial Advisors	590	$50K	0.0%	N/A	0.005%
2/7/2024	Calton & Associates Inc.	14,283	$1.22M	0.5%	N/A	0.109%
2/6/2024	Sovereign Financial Group Inc.	21,399	$1.83M	0.6%	-23.6%	0.164%
2/6/2024	Welch & Forbes LLC	2,419	$207K	0.0%	-17.2%	0.019%
2/6/2024	Lincoln National Corp	8,988	$768K	0.0%	-3.6%	0.069%
2/6/2024	Private Advisor Group LLC	7,516	$643K	0.0%	+3.4%	0.058%
2/6/2024	Spire Wealth Management	4,064	$351K	0.0%	+82.8%	0.031%

(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, 148 institutional investors and hedge funds held shares of Invesco Dorsey Wright Momentum ETF. The most heavily invested institutionals were Raymond James & Associates ($57.46M), Wells Fargo & Company MN ($50.04M), Commonwealth Equity Services LLC ($41.74M), Global Assets Advisory LLC ($31.04M), Prospera Financial Services Inc ($28.51M), NewSquare Capital LLC ($23.49M), and Royal Bank of Canada ($23.17M).Learn more on PDP's institutional investors.
Which institutional investors have been buying Invesco Dorsey Wright Momentum ETF stock?: Of the 103 institutional investors that purchased Invesco Dorsey Wright Momentum ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Gateway Advisory LLC ($13.66M), NewSquare Capital LLC ($317.37K), Global Assets Advisory LLC ($314.22K), Prospera Financial Services Inc ($232.95K), Cyndeo Wealth Partners LLC ($199.65K), Delta Investment Management LLC ($147.70K), and Wealth Enhancement Advisory Services LLC ($89.89K).
How much institutional buying is happening at Invesco Dorsey Wright Momentum ETF?: Institutional investors have bought a total of 15,958,165 shares in the last 24 months. This purchase volume represents approximately $2.32B in transactions.

Which Invesco Dorsey Wright Momentum ETF major shareholders have been selling company stock?: Of the 104 institutional investors that sold Invesco Dorsey Wright Momentum ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: NewSquare Capital LLC ($224.36K), Commonwealth Equity Services LLC ($219.38K), Prospera Financial Services Inc ($185.70K), Cyndeo Wealth Partners LLC ($181.19K), Raymond James Financial Services Advisors Inc. ($167.79K), Janney Montgomery Scott LLC ($163.73K), and Wealth Enhancement Advisory Services LLC ($152.54K).
How much institutional selling is happening at Invesco Dorsey Wright Momentum ETF?: Institutional investors have sold a total of 2,094,888 shares in the last 24 months. This volume of shares sold represents approximately $251.19M in transactions.