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Invesco Dorsey Wright Momentum ETF (PDP) Institutional Ownership

Invesco Dorsey Wright Momentum ETF logo
$99.60 -2.02 (-1.99%)
Closing price 03/28/2025 03:59 PM Eastern
Extended Trading
$99.50 -0.09 (-0.10%)
As of 03/28/2025 04:05 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)
82
Total
Institutional Inflows
(last 12 months)
$154.80M
Number of
Institutional Sellers
(last 12 months)
77
Total
Institutional Outflows
(last 12 months)
$52.26M
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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 DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
3/17/2025 Wealth Enhancement Advisory Services LLC86,586$9.32M0.0%-2.0%0.705%
3/5/2025 Castle Rock Wealth Management LLC3,230$374K0.1%-15.7%0.026%
2/25/2025 B. Riley Wealth Advisors Inc.25,713$2.77M0.1%+0.9%0.209%
2/17/2025 Waverly Advisors LLC18,951$2.04M0.0%-3.8%0.154%
2/17/2025 Royal Bank of Canada341,375$36.74M0.0%+1.3%2.780%
2/17/2025 Cetera Investment Advisers25,390$2.73M0.0%-11.8%0.207%
2/17/2025 BOKF NA6,431$688K0.0%-3.2%0.052%
2/17/2025 Citadel Advisors LLC8,983$967K0.0%-24.5%0.073%
2/17/2025 Baird Financial Group Inc.10,697$1.15M0.0%-1.4%0.087%
2/17/2025 Baker Avenue Asset Management LP4,399$473K0.0%+2.9%0.036%
2/17/2025 Bank of America Corp DE452,878$48.73M0.0%-2.2%3.688%
2/17/2025 Benjamin Edwards Inc.9,990$1.08M0.0%-6.3%0.081%
2/17/2025 Ameriprise Financial Inc.145,455$15.65M0.0%-11.7%1.184%
2/14/2025 Mercer Global Advisors Inc. ADV27,208$2.93M0.0%+4.8%0.222%
2/14/2025 Jane Street Group LLC5,870$632K0.0%+96.7%0.048%
2/14/2025 Harvest Investment Services LLC9,771$1.05M0.3%N/A0.080%
2/14/2025 Stifel Financial Corp79,258$8.53M0.0%-0.7%0.645%
2/14/2025 OneDigital Investment Advisors LLC2,846$306K0.0%N/A0.023%
2/14/2025 Tower Research Capital LLC TRC 747$80K0.0%-54.5%0.006%
2/14/2025 Tradition Wealth Management LLC63,878$6.87M0.6%-0.6%0.520%
2/14/2025 MML Investors Services LLC31,102$3.35M0.0%+11.3%0.253%
2/14/2025 GeoWealth Management LLC377$41K0.0%N/A0.003%
2/13/2025 NewEdge Advisors LLC101,904$10.97M0.1%-2.0%0.830%
2/13/2025 Keystone Financial Group2,773$298K0.0%N/A0.023%
2/13/2025 Rockefeller Capital Management L.P.98,460$10.60M0.0%-4.4%0.802%
2/13/2025 Russell Investments Group Ltd.295$32K0.0%N/A0.002%
2/13/2025 Envestnet Asset Management Inc.88,924$9.57M0.0%-2.0%0.724%
2/13/2025 Wells Fargo & Company MN553,236$59.53M0.0%-0.3%4.505%
2/12/2025 World Investment Advisors3,712$399K0.0%+12.6%0.030%
2/12/2025 OLD Mission Capital LLC3,596$387K0.0%-34.9%0.029%
2/12/2025 National Bank of Canada FI2,750$296K0.0%+6.4%0.022%
2/12/2025 Blair William & Co. IL26,275$2.83M0.0%-1.4%0.214%
2/12/2025 JPMorgan Chase & Co.84,464$9.09M0.0%+0.5%0.688%
2/11/2025 Modern Wealth Management LLC2,831$326K0.0%N/A0.023%
2/11/2025 LPL Financial LLC231,903$24.96M0.0%-10.7%1.888%
2/11/2025 Kiker Wealth Management LLC4,658$501K0.4%N/A0.038%
2/10/2025 Harbour Investments Inc.594$64K0.0%+206.2%0.005%
2/10/2025 Commonwealth Equity Services LLC392,556$42.24M0.1%-5.3%3.197%
2/10/2025 Farther Finance Advisors LLC1,340$144K0.0%N/A0.011%
2/7/2025 Sowell Financial Services LLC11,543$1.24M0.1%+1.0%0.094%
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2/6/2025 Raymond James Financial Inc.747,904$80.48M0.0%N/A6.090%
2/6/2025 SPC Financial Inc.3,830$412K0.0%-12.5%0.031%
2/6/2025 Steward Partners Investment Advisory LLC15,657$1.69M0.0%-8.8%0.128%
2/6/2025 Kelly Financial Group LLC17,309$1.86M0.6%N/A0.141%
2/6/2025 Jones Financial Companies Lllp1,792$193K0.0%+124.8%0.015%
2/4/2025 MorganRosel Wealth Management LLC22,583$2.43M0.8%-0.7%0.184%
2/4/2025 BankPlus Trust Department1,832$197K0.1%N/A0.015%
2/4/2025 IFP Advisors Inc4,633$498K0.0%-14.1%0.038%
2/4/2025 JBR Co Financial Management Inc32,596$3.51M2.1%+0.4%0.265%
2/3/2025 PMG Wealth Management Inc.6,414$690K0.6%N/A0.052%
2/3/2025 Private Advisor Group LLC8,566$922K0.0%-6.9%0.070%
2/3/2025 TKG Advisors LLC4,074$471K0.2%-2.4%0.033%
1/31/2025 Global Retirement Partners LLC17,951$1.93M0.1%+9,603.2%0.146%
1/31/2025 D.A. Davidson & CO.23,076$2.48M0.0%+6.6%0.188%
1/31/2025 Truist Financial Corp29,558$3.18M0.0%+11.7%0.241%
1/31/2025 Sanctuary Advisors LLC6,070$690K0.0%-3.6%0.049%
1/30/2025 Allworth Financial LP1,328$154K0.0%+15.2%0.011%
1/30/2025 Salomon & Ludwin LLC1,144$123K0.0%-12.3%0.009%
1/30/2025 Lord & Richards Wealth Management LLC4,315$464K1.0%N/A0.035%
1/30/2025 G&S Capital LLC24,977$2.69M1.1%+8.8%0.203%
1/29/2025 MGB Wealth Management LLC18,896$2.03M0.6%+11.2%0.154%
1/29/2025 MTM Investment Management LLC32,656$3.51M1.4%-0.9%0.266%
1/29/2025 Keener Financial Planning LLC251$27K0.0%N/A0.002%
1/29/2025 Capital Wealth Alliance LLC4,436$478K0.3%N/A0.036%
1/29/2025 Focus Financial Network Inc.7,362$792K0.0%-2.0%0.060%
1/29/2025 Savant Capital LLC155,049$16.69M0.1%-4.7%1.263%
1/28/2025 LJI Wealth Management LLC67,188$7.23M1.4%-27.5%0.547%
1/28/2025 Stephens Inc. AR8,682$934K0.0%-6.7%0.071%
1/28/2025 Strid Group LLC121,692$13.10M2.0%-1.1%0.991%
1/28/2025 Realta Investment Advisors2,965$325K0.1%+15.8%0.024%
1/27/2025 Silver Oak Securities Incorporated1,177$128K0.0%+468.6%0.010%
1/27/2025 Win Advisors Inc.36,050$3.88M1.9%N/A0.294%
1/27/2025 Stratos Wealth Partners LTD.5,376$579K0.0%+8.2%0.044%
1/24/2025 Spire Wealth Management3,693$397K0.0%-3.4%0.030%
1/24/2025 Journey Strategic Wealth LLC3,554$382K0.0%-9.0%0.029%
1/24/2025 Trinity Wealth Management LLC3,528$380K0.2%-4.1%0.029%
1/23/2025 Institute for Wealth Management LLC.46,602$5.02M0.6%-2.7%0.379%
1/23/2025 Calton & Associates Inc.14,262$1.54M0.7%+102.8%0.116%
1/23/2025 Ibex Wealth Advisors8,288$892K0.1%N/A0.067%
1/22/2025 PFG Investments LLC22,665$2.44M0.2%-6.6%0.184%
1/21/2025 Affinity Wealth Management LLC1,863$200K0.0%N/A0.015%
1/21/2025 Geneos 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%
12/26/2024 JPMorgan Chase & Co.84,083$8.68M0.0%+0.4%0.680%
12/13/2024 B. Riley Wealth Advisors Inc.25,488$2.63M0.1%-9.1%0.206%
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11/25/2024 Wilmington Savings Fund Society FSB800$83K0.0%N/A0.006%
11/25/2024 World Investment Advisors LLC3,297$340K0.0%N/A0.027%
11/15/2024 MML Investors Services LLC27,932$2.88M0.0%+24.0%0.226%
11/15/2024 EP Wealth Advisors LLC37,121$3.83M0.0%-1.3%0.300%
11/15/2024 Jane Street Group LLC2,984$308K0.0%-76.1%0.024%
11/15/2024 Stifel Financial Corp79,832$8.24M0.0%-0.3%0.646%
11/15/2024 HighTower Advisors LLC3,966$410K0.0%+3.5%0.032%
11/15/2024 Benjamin Edwards Inc.10,666$1.10M0.0%N/A0.086%
11/14/2024 Tradition Wealth Management LLC64,263$6.64M0.6%+3.0%0.520%
11/14/2024 Rockefeller Capital Management L.P.102,969$10.63M0.0%-0.5%0.833%
(Data available from 1/1/2016 forward)

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PDP Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PDP shares?

During the previous two years, 169 institutional investors and hedge funds held shares of Invesco Dorsey Wright Momentum ETF. The most heavily invested institutionals were Raymond James Financial Inc. ($80.48M), Raymond James & Associates ($61.45M), Wells Fargo & Company MN ($59.53M), Bank of America Corp DE ($48.73M), Commonwealth Equity Services LLC ($42.24M), Royal Bank of Canada ($36.74M), and LPL Financial LLC ($24.96M).Learn more on PDP's institutional investors.

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

Of the 127 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), Raymond James Financial Inc. ($747.90K), Global Assets Advisory LLC ($317.42K), NewSquare Capital LLC ($171.10K), Prospera Financial Services Inc ($136.10K), Win Advisors Inc. ($105.77K), and Wealth Enhancement Advisory Services LLC ($89.16K).

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

Institutional investors have bought a total of 16,098,298 shares in the last 24 months. This purchase volume represents approximately $2.31B in transactions.

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

Of the 102 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: Cyndeo Wealth Partners LLC ($181.19K), Janney Montgomery Scott LLC ($136.86K), Wealth Enhancement Advisory Services LLC ($134.17K), Commonwealth Equity Services LLC ($78.86K), Wells Fargo & Company MN ($76.99K), Benjamin F. Edwards & Company Inc. ($48.36K), and Osaic Holdings Inc. ($44.26K).

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

Institutional investors have sold a total of 1,344,813 shares in the last 24 months. This volume of shares sold represents approximately $139.33M in transactions.


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This page (NASDAQ:PDP) was last updated on 3/29/2025 by MarketBeat.com Staff
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