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Invesco Dorsey Wright Momentum ETF (PDP) Institutional Ownership

Invesco Dorsey Wright Momentum ETF logo
$103.21
-0.39 (-0.38%)
(As of 11/1/2024 ET)

Institutional Ownership Changes (13F Filings) for Invesco Dorsey Wright Momentum ETF (NASDAQ:PDP)

Number of
Institutional Buyers
(last 12 months)
58
Total
Institutional Inflows
(last 12 months)
$74.48M
Number of
Institutional Sellers
(last 12 months)
66
Total
Institutional Outflows
(last 12 months)
$64.81M
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PDP Institutional Buying and Selling by Quarter

Invesco Dorsey Wright Momentum ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/31/2024 Consolidated Planning Corp4,815$497K0.1%-4.0%0.039%
10/31/2024 Bridgewater Advisors Inc.11,607$1.23M0.1%-21.2%0.094%
10/30/2024 TKG Advisors LLC4,173$431K0.2%-3.3%0.034%
10/29/2024 Janney Montgomery Scott LLC175,370$18.11M0.1%+0.5%1.415%
10/28/2024 Golden Road Advisors LLC3,235$334K0.3%-7.3%0.026%
10/28/2024 Stephens 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%
10/24/2024 PFG Investments LLC24,275$2.51M0.2%+0.9%0.196%
10/24/2024 Arkadios Wealth Advisors10,227$1.06M0.1%+112.6%0.082%
10/23/2024 Osborne Partners Capital Management LLC36,913$3.81M0.2%-3.4%0.297%
10/23/2024 CWC Advisors LLC.2,006$207K0.2%N/A0.016%
10/23/2024 Trueblood Wealth Management LLC1,967$203K0.1%N/A0.016%
10/23/2024 Global Assets Advisory LLC3,200$329K0.2%N/A0.026%
10/22/2024 Private Advisor Group LLC9,197$950K0.0%-1.8%0.074%
10/21/2024 Calton & 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%
10/17/2024 Strid Group LLC123,019$12.70M1.9%-1.1%0.991%
10/16/2024 SPC Financial Inc.4,375$452K0.0%-8.0%0.035%
10/11/2024 Creative Planning5,921$611K0.0%+7.2%0.048%
10/10/2024 JBR Co Financial Management Inc32,482$3.35M2.2%-2.4%0.262%
10/10/2024 Concourse Financial Group Securities Inc.2,015$208K0.0%-6.9%0.016%
10/9/2024 Private 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%
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8/6/2024Savant Capital LLC165,688$16.21M0.2%-3.8%1.314%
8/5/2024 Private Advisor Group LLC9,362$916K0.0%+25.0%0.074%
8/2/2024 Consolidated 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%
7/26/2024 Cambridge Investment Research Advisors Inc.46,754$4.58M0.0%-7.7%0.370%
7/26/2024 Salomon & 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%
7/23/2024 Private Advisory Group LLC9,508$931K0.1%-82.2%0.075%
7/22/2024 Focus 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%
7/19/2024 Pacific 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%
7/17/2024 Strid 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%
7/16/2024 JBR 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%
7/15/2024 MorganRosel Wealth Management LLC22,773$2.23M0.8%-2.7%0.181%
7/12/2024 Hexagon Capital Partners LLC400$39K0.0%-20.0%0.003%
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%
5/9/2024 JBR Co Financial Management Inc34,359$3.39M2.7%-13.1%0.267%
5/9/2024Delta Investment Management LLC2,063$204K0.0%N/A0.016%
5/4/2024 SPC Financial Inc.4,755$470K0.0%+12.9%0.037%
5/4/2024Geneos Wealth Management Inc.6,670$659K0.0%-4.0%0.052%
5/2/2024 Salomon & Ludwin LLC2,588$256K0.0%-39.0%0.020%
5/1/2024 Janney Montgomery Scott LLC173,299$17.12M0.1%-0.9%1.344%
5/1/2024 TKG Advisors LLC4,389$434K0.2%-12.1%0.034%
4/29/2024Commonwealth Equity Services LLC434,009$42.87M0.1%-3.2%3.367%
4/29/2024Benjamin F. Edwards & Company Inc.10,115$999K0.0%-11.2%0.078%
4/26/2024 Trueblood Wealth Management LLC2,064$204K0.1%N/A0.016%
4/25/2024Strategy Asset Managers LLC4,047$400K0.1%+3.5%0.031%
4/25/2024 Osborne Partners Capital Management LLC40,814$4.03M0.2%-6.3%0.317%
4/25/2024 Cambridge Investment Research Advisors Inc.50,660$5.00M0.0%+6.1%0.393%
4/24/2024 Win Advisors Inc.62,444$6.17M2.7%N/A0.484%
4/24/2024 Strid Group LLC129,508$12.79M2.3%-4.7%1.005%
4/24/2024 Spire Wealth Management4,264$421K0.0%+4.9%0.033%
4/23/2024 Lunt Capital Management Inc.20,027$1.98M1.0%-4.9%0.155%
4/23/2024Raymond James Financial Services Advisors Inc.121,886$12.04M0.0%-12.1%0.944%
4/22/2024 PFG Investments LLC24,163$2.39M0.1%+65.7%0.187%
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4/22/2024Raymond James & Associates589,914$58.27M0.0%+2.0%4.569%
4/18/2024 MorganRosel Wealth Management LLC23,409$2.31M0.8%-3.8%0.181%
4/16/2024 Wealth Enhancement Advisory Services LLC97,436$9.63M0.0%-55.9%0.755%
4/15/2024 G&S Capital LLC24,142$2.39M1.1%-7.7%0.187%
4/12/2024 Global Assets Advisory LLC314,224$31.04M0.1%N/A2.434%
4/11/2024Shilanski & Associates Inc.2,221$219K0.1%N/A0.017%
4/5/2024 Carolina Wealth Advisors LLC393$39K0.0%N/A0.003%
3/22/2024PNC Financial Services Group Inc.3,196$273K0.0%-14.3%0.024%
3/15/2024B. Riley Wealth Advisors Inc.29,419$2.52M0.1%-3.9%0.225%
3/14/2024 Golden Road Advisors LLC3,540$303K0.3%N/A0.027%
(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, 144 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), Prospera Financial Services Inc ($28.51M), NewSquare Capital LLC ($23.49M), Royal Bank of Canada ($23.17M), and Gateway Advisory LLC ($20.86M).Learn more on PDP's institutional investors.

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

Of the 102 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), Delta Investment Management LLC ($147.70K), Prospera Financial Services Inc ($136.10K), and Wealth Enhancement Advisory Services LLC ($89.04K).

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

Institutional investors have bought a total of 15,647,878 shares in the last 24 months. This purchase volume represents approximately $2.28B in transactions.

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

Of the 103 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: Commonwealth Equity Services LLC ($231.25K), NewSquare Capital LLC ($224.36K), Prospera Financial Services Inc ($185.70K), 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 1,915,523 shares in the last 24 months. This volume of shares sold represents approximately $226.04M in transactions.



This page (NASDAQ:PDP) was last updated on 11/2/2024 by MarketBeat.com Staff
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