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Invesco Dorsey Wright Momentum ETF (PDP) Institutional Ownership

Invesco Dorsey Wright Momentum ETF logo
$114.86 +2.10 (+1.86%)
As of 03:59 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)
61
Total
Institutional Inflows
(last 12 months)
$74.12M
Number of
Institutional Sellers
(last 12 months)
64
Total
Institutional Outflows
(last 12 months)
$46.23M
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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
1/21/2025Affinity Wealth Management LLC1,863$200K0.0%N/A0.015%
1/21/2025Geneos Wealth Management Inc.6,332$681K0.0%-4.4%0.052%
1/17/2025 Janney Montgomery Scott LLC181,672$19.55M0.1%+3.6%1.478%
1/17/2025 Transform Wealth LLC2,348$253K0.0%N/A0.019%
1/15/2025 Financial Management Professionals Inc.22,585$2.43M0.3%N/A0.183%
1/15/2025 Merit Financial Group LLC12,178$1.31M0.0%+39.6%0.099%
1/15/2025 Tallon Kerry Patrick2,000$216K0.2%N/A0.016%
1/10/2025 Wealth Enhancement Advisory Services LLC88,468$9.14M0.0%+0.1%0.719%
12/26/2024JPMorgan Chase & Co.84,083$8.68M0.0%+0.4%0.680%
12/13/2024B. Riley Wealth Advisors Inc.25,488$2.63M0.1%-9.1%0.206%
11/25/2024Wilmington Savings Fund Society FSB800$83K0.0%N/A0.006%
11/25/2024World Investment Advisors LLC3,297$340K0.0%N/A0.027%
11/15/2024MML Investors Services LLC27,932$2.88M0.0%+24.0%0.226%
11/15/2024EP Wealth Advisors LLC37,121$3.83M0.0%-1.3%0.300%
11/15/2024Jane Street Group LLC2,984$308K0.0%-76.1%0.024%
11/15/2024Stifel Financial Corp79,832$8.24M0.0%-0.3%0.646%
11/15/2024HighTower Advisors LLC3,966$410K0.0%+3.5%0.032%
11/15/2024Benjamin Edwards Inc.10,666$1.10M0.0%N/A0.086%
11/14/2024Tradition Wealth Management LLC64,263$6.64M0.6%+3.0%0.520%
11/14/2024Rockefeller Capital Management L.P.102,969$10.63M0.0%-0.5%0.833%
11/13/2024FMR LLC6,953$718K0.0%+10.7%0.056%
11/13/2024D.A. Davidson & CO.21,649$2.24M0.0%-0.5%0.175%
11/13/2024Estate Counselors LLC3,450$356K0.0%N/A0.028%
11/12/2024MGB Wealth Management LLC16,996$1.76M0.6%-2.3%0.138%
11/12/2024Nwam LLC4,021$415K0.0%N/A0.033%
11/8/2024 First City Capital Management Inc.2,585$267K0.1%-27.9%0.021%
11/7/2024Prospera Financial Services Inc201,270$20.78M0.5%-7.6%1.628%
11/6/2024LJI Wealth Management LLC92,610$9.56M2.0%+0.6%0.749%
10/31/2024Consolidated Planning Corp4,815$497K0.1%-4.0%0.039%
10/31/2024 Bridgewater Advisors Inc.11,607$1.23M0.1%-21.2%0.094%
10/30/2024TKG Advisors LLC4,173$431K0.2%-3.3%0.034%
10/29/2024 Janney Montgomery Scott LLC175,370$18.11M0.1%+0.5%1.415%
10/28/2024Golden Road Advisors LLC3,235$334K0.3%-7.3%0.026%
10/28/2024Stephens Inc. AR9,308$961K0.0%-1.5%0.075%
10/24/2024 Wealth Enhancement Advisory Services LLC88,341$9.12M0.0%-1.3%0.712%
10/24/2024PFG Investments LLC24,275$2.51M0.2%+0.9%0.196%
10/24/2024 Arkadios Wealth Advisors10,227$1.06M0.1%+112.6%0.082%
10/23/2024Osborne Partners Capital Management LLC36,913$3.81M0.2%-3.4%0.297%
10/23/2024CWC Advisors LLC.2,006$207K0.2%N/A0.016%
10/23/2024 Trueblood Wealth Management LLC1,967$203K0.1%N/A0.016%
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10/23/2024Global Assets Advisory LLC3,200$329K0.2%N/A0.026%
10/22/2024Private Advisor Group LLC9,197$950K0.0%-1.8%0.074%
10/21/2024Calton & Associates Inc.7,034$726K0.3%-50.9%0.057%
10/18/2024Commonwealth Equity Services LLC414,617$42.81M0.1%-2.8%3.341%
10/18/2024Raymond James & Associates595,138$61.45M0.0%+1.4%4.796%
10/17/2024Strid Group LLC123,019$12.70M1.9%-1.1%0.991%
10/16/2024SPC Financial Inc.4,375$452K0.0%-8.0%0.035%
10/11/2024Creative Planning5,921$611K0.0%+7.2%0.048%
10/10/2024JBR Co Financial Management Inc32,482$3.35M2.2%-2.4%0.262%
10/10/2024Concourse Financial Group Securities Inc.2,015$208K0.0%-6.9%0.016%
10/9/2024Private Advisory Group LLC9,650$996K0.1%+1.5%0.078%
10/8/2024 Sovereign Financial Group Inc.16,755$1.73M0.4%-0.6%0.135%
9/5/2024Sanctuary Advisors LLC6,331$597K0.0%N/A0.050%
8/22/2024Cetera Investment Advisers28,678$2.81M0.0%-3.1%0.227%
8/21/2024Truist Financial Corp30,752$3.01M0.0%-0.7%0.244%
8/19/2024EP Wealth Advisors LLC37,613$3.68M0.0%-1.7%0.298%
8/19/2024B. Riley Wealth Advisors Inc.28,041$2.74M0.1%-8.4%0.222%
8/16/2024Northwestern Mutual Wealth Management Co.2,970$291K0.0%-3.4%0.024%
8/16/2024NewEdge Advisors LLC104,402$10.22M0.1%+20.2%0.828%
8/16/2024Forefront Analytics LLC16,690$1.63M0.8%-14.0%0.132%
8/14/2024Gateway Advisory LLC213,189$20.86M3.5%+1.9%1.691%
8/13/2024AE Wealth Management LLC2,054$201K0.0%-44.6%0.016%
8/13/2024Benjamin F. Edwards & Company Inc.10,734$1.05M0.0%+6.1%0.085%
8/12/2024LJI Wealth Management LLC92,027$9.01M2.0%+2.0%0.730%
8/12/2024Carolinas Wealth Consulting LLC7,583$742K0.1%+43.5%0.060%
8/12/2024Blair William & Co. IL27,450$2.69M0.0%-1.1%0.218%
8/12/2024Mercer Global Advisors Inc. ADV27,028$2.65M0.0%-4.6%0.214%
8/8/2024Envestnet Asset Management Inc.92,218$9.02M0.0%-1.0%0.731%
8/6/2024Savant Capital LLC165,688$16.21M0.2%-3.8%1.314%
8/5/2024Private Advisor Group LLC9,362$916K0.0%+25.0%0.074%
8/2/2024Consolidated Planning Corp5,015$491K0.1%+13.6%0.040%
8/2/2024Strategy Asset Managers LLC3,912$383K0.1%-3.3%0.031%
7/31/2024Commonwealth Equity Services LLC426,491$41.74M0.1%-1.7%3.382%
7/30/2024 International Assets Investment Management LLC266$26K0.0%N/A0.002%
7/29/2024 Arkadios Wealth Advisors4,811$471K0.0%+90.3%0.038%
7/26/2024Cambridge Investment Research Advisors Inc.46,754$4.58M0.0%-7.7%0.370%
7/26/2024Salomon & Ludwin LLC1,305$128K0.0%-49.6%0.010%
7/25/2024Institute for Wealth Management LLC.47,945$4.69M0.6%-0.4%0.380%
7/23/2024Private Advisory Group LLC9,508$931K0.1%-82.2%0.075%
7/22/2024Focus Financial Network Inc.7,511$740K0.0%-11.0%0.059%
7/20/2024Raymond James Financial Services Advisors Inc.121,018$11.84M0.0%-0.7%0.958%
7/19/2024Pacific Sun Financial Corp3,072$301K0.2%-6.1%0.024%
7/19/2024Raymond James & Associates587,206$57.46M0.0%-0.5%4.649%
7/18/2024 Brookstone Capital Management2,889$284K0.0%-3.5%0.023%
7/17/2024Strid Group LLC124,450$12.18M2.0%-3.9%0.989%
7/16/2024 Wealth Enhancement Advisory Services LLC89,502$8.76M0.0%-8.1%0.711%
7/16/2024JBR Co Financial Management Inc33,272$3.26M2.3%-3.2%0.264%
7/16/2024Trinity Wealth Management LLC3,678$360K0.2%-5.9%0.029%
7/15/2024MorganRosel Wealth Management LLC22,773$2.23M0.8%-2.7%0.181%
7/12/2024Hexagon Capital Partners LLC400$39K0.0%-20.0%0.003%
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6/26/2024 Old Port Advisors2,666$263K0.1%-10.1%0.021%
5/24/2024Cetera Advisors LLC16,288$1.61M0.0%+39.9%0.127%
5/24/2024Cetera Investment Advisers29,594$2.92M0.0%+269.1%0.230%
5/16/2024B. Riley Wealth Advisors Inc.30,618$3.02M0.1%+4.1%0.241%
5/16/2024Waverly Advisors LLC20,242$2.00M0.0%+234.0%0.160%
5/10/2024Osaic Holdings Inc.93,013$9.19M0.0%-25.3%0.723%
5/10/2024Nwam LLC4,274$414K0.0%-11.1%0.033%
5/9/2024Blair William & Co. IL27,750$2.74M0.0%-0.7%0.216%
5/9/2024Kingsview Wealth Management LLC2,905$287K0.0%-24.2%0.023%
5/9/2024JBR Co Financial Management Inc34,359$3.39M2.7%-13.1%0.267%
(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 ($61.45M), Wells Fargo & Company MN ($50.04M), Commonwealth Equity Services LLC ($42.81M), NewSquare Capital LLC ($23.49M), Gateway Advisory LLC ($20.86M), Prospera Financial Services Inc ($20.78M), and UBS Group AG ($20.65M).Learn more on PDP's institutional investors.

Which institutional investors have been buying Invesco Dorsey Wright Momentum ETF stock?

Of the 108 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), Global Assets Advisory LLC ($317.42K), Cyndeo Wealth Partners LLC ($199.65K), NewSquare Capital LLC ($171.10K), Prospera Financial Services Inc ($136.10K), Wealth Enhancement Advisory Services LLC ($89.16K), and International Assets Investment Management LLC ($83.68K).

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

Institutional investors have bought a total of 15,503,437 shares in the last 24 months. This purchase volume represents approximately $2.26B in transactions.

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

Of the 99 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), Prospera Financial Services Inc ($202.37K), Commonwealth Equity Services LLC ($189.40K), Cyndeo Wealth Partners LLC ($181.19K), Wealth Enhancement Advisory Services LLC ($153.70K), Janney Montgomery Scott LLC ($148.69K), and Wells Fargo & Company MN ($81.45K).

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

Institutional investors have sold a total of 1,842,306 shares in the last 24 months. This volume of shares sold represents approximately $215.11M in transactions.


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This page (NASDAQ:PDP) was last updated on 1/21/2025 by MarketBeat.com Staff
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