Free Trial
Tada emoji MarketBeat All Access — Now Just $5.00 for 5 Weeks

Invesco Dorsey Wright Momentum ETF (PDP) Institutional Ownership

Invesco Dorsey Wright Momentum ETF logo
$111.30 -0.91 (-0.81%)
As of 03:27 PM Eastern
This is a fair market value price provided by Polygon.io. Learn more.
Compare

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)
$165.15M
Number of
Institutional Sellers
(last 12 months)
85
Total
Institutional Outflows
(last 12 months)
$40.98M
Get PDP Insider Trade Alerts

Want to know when executives and insiders are buying or selling Invesco Dorsey Wright Momentum ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

PDP Institutional Buying and Selling by Quarter

Invesco Dorsey Wright Momentum ETF Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/14/2025NewEdge Advisors LLC84,604$9.19M0.0%-13.8%0.728%
8/14/2025Baker Avenue Asset Management LP4,916$534K0.0%+13.9%0.042%
8/13/2025Flow Traders U.S. LLC20,615$2.24M0.1%+83.7%0.177%
8/13/2025Baird Financial Group Inc.7,809$848K0.0%-9.9%0.067%
8/13/2025JBR 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%
Out of 18,347 Cryptocurrencies... This is the ONLY One (Ad)

The $365M annual revenue crypto play While Bitcoin generates zero operational revenue, one DeFi protocol quietly prints $1 million in fees every single day.

Discover our #1 crypto recommendation here now >>
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%
6/27/2025Goldman Sachs Group Inc.7,754$775K0.0%N/A0.065%
5/20/2025Focus Partners Wealth13,007$1.30M0.0%-4.4%0.110%
5/20/2025 Integrity Alliance LLC.8,671$867K0.0%+11.4%0.073%
5/19/2025Jane Street Group LLC8,288$829K0.0%+41.2%0.070%
5/16/2025Goldman Sachs Group Inc.7,754$775K0.0%N/A0.065%
5/16/2025Jones Financial Companies Lllp2,056$206K0.0%+14.7%0.017%
5/16/2025NewEdge Advisors LLC98,118$9.81M0.1%-3.7%0.828%
5/15/2025EP Wealth Advisors LLC36,829$3.68M0.0%-0.7%0.311%
5/15/2025Royal 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%
5/15/2025Baird Financial Group Inc.8,665$866K0.0%-19.0%0.073%
5/14/2025Comerica Bank4,368$437K0.0%-17.9%0.037%
5/14/2025 Capital Wealth Alliance LLC5,534$553K0.3%+24.8%0.047%
5/14/2025Summit Financial LLC204,941$20.49M0.6%N/A1.729%
5/14/2025Flow 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%
5/13/2025Raymond 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%
5/12/2025Benjamin 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%
5/9/2025MGB 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%
5/5/2025 Nwam LLC2,685$268K0.0%-32.9%0.023%
5/2/2025 Kingsview Wealth Management LLC2,876$288K0.0%+10.6%0.024%
5/2/2025 Lord & Richards Wealth Management LLC3,361$336K0.4%-22.1%0.028%
5/2/2025 LJI Wealth Management LLC70,720$7.07M1.4%+5.3%0.595%
5/2/2025 Apollon Financial LLC2,716$272K0.1%+11.7%0.023%
Out of 18,347 Cryptocurrencies... This is the ONLY One (Ad)

The Single Most Undervalued DeFi Protocol You've Never Heard Of If there's one cryptocurrency you should buy in this market, this token might just be it.

Get the whole story on this "crypto market unicorn" right here.
5/1/2025 MTM Investment Management LLC32,406$3.26M1.3%-0.8%0.273%
5/1/2025 Stephens Inc. AR8,162$816K0.0%-6.0%0.069%
5/1/2025 Realta Investment Advisors4,541$454K0.2%+53.2%0.038%
4/30/2025 Allworth Financial LP1,615$160K0.0%+21.6%0.014%
4/30/2025 Stratos Wealth Partners LTD.4,420$442K0.0%-17.8%0.037%
4/29/2025 Envestnet Asset Management Inc.86,009$8.60M0.0%-3.3%0.723%
4/29/2025 World Investment Advisors3,391$339K0.0%-8.6%0.029%
4/28/2025 TKG Advisors LLC3,859$386K0.2%-5.3%0.032%
4/28/2025 D.A. Davidson & CO.22,938$2.29M0.0%-0.6%0.193%
4/28/2025 Salomon & Ludwin LLC528$53K0.0%-53.8%0.004%
(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, 177 institutional investors and hedge funds held shares of Invesco Dorsey Wright Momentum ETF. The most heavily invested institutionals were Raymond James Financial Inc. ($68.21M), Raymond James & Associates ($61.45M), Wells Fargo & Company MN ($59.53M), Bank of America Corp DE ($48.73M), 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 135 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 1,573,907 shares in the last 24 months. This purchase volume represents approximately $165.15M in transactions.

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

Of the 85 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. ($65.71K), Commonwealth Equity Services LLC ($42.83K), LPL Financial LLC ($27.66K), LJI Wealth Management LLC ($25.42K), NewEdge Advisors LLC ($19.41K), Ameriprise Financial Inc. ($19.31K), 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 391,628 shares in the last 24 months. This volume of shares sold represents approximately $40.98M in transactions.


Related Companies

This page (NASDAQ:PDP) was last updated on 8/14/2025 by MarketBeat.com Staff
From Our Partners
GENIUS Act: Cancel Your Money?
A new law called the GENIUS Act could quietly trigger the most radical shift in American finance in decades. B...
Priority Gold | Sponsored
Market Panic: Trump Just Dropped a Bomb on Your Stocks
tock Market Panic: Trump Just Dropped a Bomb on Your Stocks The market is in freefall—and Trump's new tarif...
American Alternative | Sponsored
What Steve Bannon revealed about Trump’s gold play
A Trump advisor just said 3 words that could reset the dollar. It’s a gold move nobody saw coming—and your ...
Reagan Gold Group | Sponsored
Generate up to $5,000/month with 10X less money?
The secret to retiring without a million-dollar nest egg. I'm talking about generating enough monthly inco...
Investors Alley | Sponsored
When the levee breaks
The U.S. Treasury just confirmed it plans to borrow $1.01 trillion this quarter—nearly double what was project...
Porter & Company | Sponsored
BONUS GUIDE - Ben Stein Prepares For the Next Financial Crisis
With inflation high, debt soaring, and global tensions rising, a financial storm may be brewing. Economist ...
Goldco Precious Metals | Sponsored
The Trump Dump is starting; Get out of stocks now?
The first 365 days of the Trump presidency… Will be the best time to get rich in American history.
Paradigm Press | Sponsored
He Called Nvidia at $1.10. Now, He Says THIS Stock Will…
The original Magnificent Seven returned 16,894%—turning $7K into $1.18 million. Now, the man who called Nvi...
The Oxford Club | Sponsored