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Invesco Dorsey Wright Momentum ETF (PDP) Institutional Ownership

Invesco Dorsey Wright Momentum ETF logo
$139.86 +2.93 (+2.14%)
As of 03:30 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)
100
Total
Institutional Inflows
(last 12 months)
$126.22M
Number of
Institutional Sellers
(last 12 months)
92
Total
Institutional Outflows
(last 12 months)
$72.21M
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Skip Chart & View Institutional Buying and Selling Data

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
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%
5/1/2026 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%
3/17/2026Rockefeller 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%
2/18/2026 Onyx 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%
2/13/2026 Kestra 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%
2/12/2026 Commonwealth 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%
2/11/2026 Janney 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%
2/11/2026 Hilton Head Capital Partners LLC306$36K0.0%N/A0.003%
2/11/2026Tradition Wealth Management LLC51,480$5.99M0.4%-14.9%0.469%
2/11/2026 Vise 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%
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%
2/9/2026 Prospera 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%
2/6/2026 IFP Advisors Inc4,403$513K0.0%-2.8%0.040%
2/6/2026HighTower Advisors LLC2,206$257K0.0%-4.0%0.020%
2/5/2026Millennium Capital Advisors LLC5,263$613K0.4%N/A0.048%
2/5/2026 Stephens Inc. AR8,243$960K0.0%-6.2%0.075%
2/5/2026AlphaCore Capital LLC3,830$446K0.0%N/A0.035%
2/5/2026Northwestern Mutual Wealth Management Co.251,418$29.27M0.0%+7,945.4%2.292%
2/5/2026Allworth Financial LP1,022$119K0.0%-8.3%0.009%
2/5/2026Pacific Sun Financial Corp2,642$308K0.1%-8.6%0.024%
2/4/2026Nwam LLC2,857$348K0.0%-10.1%0.026%
2/3/2026LJI Wealth Management LLC21,081$2.45M0.4%-0.4%0.192%
2/3/2026 International Assets Investment Management LLC266$31K0.0%N/A0.002%
2/3/2026MGO 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%
1/29/2026D.A. Davidson & CO.21,048$2.45M0.0%-5.5%0.191%
1/29/2026UBS Group AG192,339$22.39M0.0%+8.7%1.744%
1/29/2026Sanctuary Advisors LLC5,320$619K0.0%-1.8%0.048%
1/28/2026Geneos Wealth Management Inc.5,532$644K0.0%-7.4%0.050%
1/27/2026 Osborne Partners Capital Management LLC34,064$3.97M0.2%-3.2%0.309%
1/27/2026Institute for Wealth Management LLC.43,067$5.01M0.5%-4.7%0.390%
1/26/2026 Merit Financial Group LLC6,623$771K0.0%+8.1%0.060%
1/26/2026 Strid Group LLC108,936$12.68M1.6%-0.5%0.987%
1/26/2026CWM LLC5,909$688K0.0%+78.4%0.054%
1/26/2026 PFG Investments LLC21,830$2.54M0.1%+2.5%0.198%
1/23/2026 Farther Finance Advisors LLC30,340$3.53M0.0%-27.0%0.275%
1/23/2026 Capital Investment Counsel Inc392$46K0.0%N/A0.004%
1/22/2026 Networth Advisors LLC363$42K0.0%N/A0.003%
1/22/2026 Apollon Wealth Management LLC2,016$235K0.0%N/A0.018%
1/21/2026Capital Investment Advisory Services LLC20,139$2.34M0.2%-0.4%0.182%
1/15/2026 Brookstone Capital Management2,820$328K0.0%+5.5%0.026%
1/15/2026Private Advisory Group LLC8,543$994K0.1%-1.7%0.077%
1/14/2026 Spire Wealth Management3,404$396K0.0%+46.8%0.031%
1/8/2026 Wealth Enhancement Advisory Services LLC107,152$13.11M0.0%-3.8%0.759%
1/7/2026 Cyndeo Wealth Partners LLC4,798$558K0.0%-2.6%0.034%
1/1/2026JPMorgan Chase & Co.104,226$12.30M0.0%+15.8%0.922%


PDP Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PDP shares?

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), Bank of America Corp DE ($51.97M), Wells Fargo & Company MN ($50.29M), Commonwealth Equity Services LLC ($45.03M), and LPL Financial LLC ($40.77M).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 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).

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

Institutional investors have bought a total of 1,143,011 shares in the last 24 months. This purchase volume represents approximately $126.22M in transactions.

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

Of the 92 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. ($256.80K), LJI Wealth Management LLC ($52.48K), Farther Finance Advisors LLC ($40.81K), Envestnet Asset Management Inc. ($19.91K), NewEdge Advisors LLC ($18.70K), Wells Fargo & Company MN ($18.12K), and JPMorgan Chase & Co. ($17.53K).

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

Institutional investors have sold a total of 646,987 shares in the last 24 months. This volume of shares sold represents approximately $72.21M in transactions.


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This page (NASDAQ:PDP) was last updated on 5/5/2026 by MarketBeat.com Staff.
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