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Invesco Dorsey Wright Momentum ETF (PDP) Institutional Ownership

Invesco Dorsey Wright Momentum ETF logo
$112.06 +0.05 (+0.04%)
Closing price 09/5/2025 03:56 PM Eastern
Extended Trading
$112.10 +0.05 (+0.04%)
As of 09/5/2025 07:15 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.
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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)
$166.45M
Number of
Institutional Sellers
(last 12 months)
87
Total
Institutional Outflows
(last 12 months)
$62.75M
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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
9/4/2025 Osaic Holdings Inc.64,945$7.04M0.0%-3.0%0.559%
8/26/2025 Claris Financial LLC3,126$339K0.3%-9.3%0.027%
8/19/2025 B. Riley Wealth Advisors Inc.28,877$3.14M0.1%N/A0.249%
8/18/2025 Geneos Wealth Management Inc.6,152$668K0.0%-2.8%0.053%
8/15/2025 Tower Research Capital LLC TRC 4,182$454K0.0%-28.1%0.036%
8/15/2025 Corient Private Wealth LLC3,133$340K0.0%+20.8%0.027%
8/15/2025 Visionary Wealth Advisors1,950$212K0.0%N/A0.017%
8/15/2025 Snowden Capital Advisors LLC16,293$1.77M0.1%-2.5%0.140%
8/15/2025 MML Investors Services LLC39,463$4.29M0.0%+1.0%0.340%
8/15/2025 IHT Wealth Management LLC2,016$219K0.0%-41.0%0.017%
8/15/2025 EP Wealth Advisors LLC23,361$2.54M0.0%-36.6%0.201%
8/15/2025 Benjamin Edwards Inc.11,288$1.23M0.0%+10.5%0.097%
8/15/2025 Bank of America Corp DE447,994$48.65M0.0%+0.2%3.855%
8/15/2025 Ameriprise Financial Inc.116,039$12.60M0.0%-9.0%0.999%
8/14/2025 Raymond James Financial Inc.506,116$54.96M0.0%-25.8%4.356%
8/14/2025 NewEdge Advisors LLC84,604$9.19M0.0%-13.8%0.728%
8/14/2025 Baker Avenue Asset Management LP4,916$534K0.0%+13.9%0.042%
8/13/2025 Flow Traders U.S. LLC20,615$2.24M0.1%+83.7%0.177%
8/13/2025 Baird Financial Group Inc.7,809$848K0.0%-9.9%0.067%
8/13/2025 JBR Co Financial Management Inc30,012$3.26M1.6%-3.1%0.258%
8/12/2025 Steward Partners Investment Advisory LLC15,162$1.65M0.0%-5.0%0.130%
8/12/2025 Global Retirement Partners LLC18,360$1.99M0.0%N/A0.158%
8/12/2025 JPMorgan Chase & Co.90,032$9.78M0.0%+1.0%0.775%
8/8/2025 MTM Investment Management LLC30,942$3.36M1.1%-4.5%0.266%
8/8/2025 Rockefeller Capital Management L.P.101,258$11.00M0.0%+0.1%0.871%
8/8/2025 Cetera Investment Advisers26,304$2.86M0.0%+0.8%0.226%
8/8/2025 Creative Planning5,695$618K0.0%-4.5%0.049%
8/7/2025 Nwam LLC2,336$266K0.0%-13.0%0.020%
8/6/2025 Prospera Financial Services Inc178,693$19.40M0.4%+1.1%1.538%
8/6/2025 Bryn Mawr Trust Advisors LLC4,051$440K0.0%N/A0.035%
8/6/2025 Savant Capital LLC139,701$15.17M0.1%-5.7%1.202%
8/6/2025 TKG Advisors LLC3,427$372K0.2%-11.2%0.029%
8/4/2025 Integrity Alliance LLC.8,305$902K0.0%-4.2%0.071%
8/4/2025 Assetmark Inc.1,778$193K0.0%N/A0.015%
8/4/2025 Spire Wealth Management2,418$263K0.0%-34.5%0.021%
8/1/2025 Envestnet 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%
6/27/2025 Goldman Sachs Group Inc.7,754$775K0.0%N/A0.065%
5/20/2025 Focus Partners Wealth13,007$1.30M0.0%-4.4%0.110%
5/20/2025 Integrity Alliance LLC.8,671$867K0.0%+11.4%0.073%
5/19/2025 Jane Street Group LLC8,288$829K0.0%+41.2%0.070%
5/16/2025 Goldman Sachs Group Inc.7,754$775K0.0%N/A0.065%
5/16/2025 Jones Financial Companies Lllp2,056$206K0.0%+14.7%0.017%
5/16/2025 NewEdge Advisors LLC98,118$9.81M0.1%-3.7%0.828%
5/15/2025 EP Wealth Advisors LLC36,829$3.68M0.0%-0.7%0.311%
5/15/2025 Royal Bank of Canada349,488$34.94M0.0%+2.4%2.949%
5/15/2025 Calton & Associates Inc.15,314$1.53M0.3%+7.4%0.129%
5/15/2025 Baird Financial Group Inc.8,665$866K0.0%-19.0%0.073%
5/14/2025 Comerica Bank4,368$437K0.0%-17.9%0.037%
5/14/2025 Capital Wealth Alliance LLC5,534$553K0.3%+24.8%0.047%
5/14/2025 Summit Financial LLC204,941$20.49M0.6%N/A1.729%
5/14/2025 Flow Traders U.S. LLC11,222$1.12M0.0%N/A0.095%
5/14/2025 Tradition Wealth Management LLC65,603$6.56M0.6%+2.7%0.554%
5/13/2025 Raymond James Financial Inc.682,198$68.21M0.0%-8.8%5.757%
5/13/2025 HighTower Advisors LLC3,553$355K0.0%-10.6%0.030%
5/12/2025 Benjamin Edwards Inc.10,220$1.02M0.0%+2.3%0.086%
5/12/2025 Founders Financial Alliance LLC802$80K0.0%-41.2%0.007%
5/9/2025 Strategy Asset Managers LLC3,738$374K0.1%-3.0%0.032%
5/9/2025 WealthShield Partners LLC700$70K0.0%N/A0.006%
5/9/2025 MGB Wealth Management LLC19,621$1.96M0.7%+3.8%0.166%
5/9/2025 Costello Asset Management INC630$63K0.0%N/A0.005%
5/9/2025 Commonwealth 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%
5/8/2025 Private Advisory Group LLC8,903$890K0.1%-3.3%0.075%
5/7/2025 LPL 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%
5/6/2025 Cetera Investment Advisers26,103$2.61M0.0%+2.8%0.221%
5/5/2025 IFP Advisors Inc4,746$474K0.0%+2.4%0.040%
5/5/2025 Calton & Associates Inc.11,428$1.14M0.1%-19.9%0.096%
5/5/2025 Private Advisor Group LLC6,546$654K0.0%-23.6%0.055%
(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, 181 institutional investors and hedge funds held shares of Invesco Dorsey Wright Momentum ETF. The most heavily invested institutionals were Raymond James & Associates ($61.45M), Wells Fargo & Company MN ($59.53M), Raymond James Financial Inc. ($54.96M), Bank of America Corp DE ($48.65M), 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 137 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), LPL Financial LLC ($147.37K), Win Advisors Inc. ($98.49K), International Assets Investment Management LLC ($83.68K), and Farther Finance Advisors LLC ($71.15K).

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

Institutional investors have bought a total of 1,583,540 shares in the last 24 months. This purchase volume represents approximately $166.45M in transactions.

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

Of the 87 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. ($241.79K), Commonwealth Equity Services LLC ($42.83K), Ameriprise Financial Inc. ($30.78K), LPL Financial LLC ($27.66K), LJI Wealth Management LLC ($25.42K), NewEdge Advisors LLC ($19.41K), and Prospera Financial Services Inc ($16.67K).

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

Institutional investors have sold a total of 591,448 shares in the last 24 months. This volume of shares sold represents approximately $62.75M in transactions.


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This page (NASDAQ:PDP) was last updated on 9/6/2025 by MarketBeat.com Staff
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