Invesco Dorsey Wright Momentum ETF (PDP) Institutional Ownership

$96.57
+1.04 (+1.09%)
(As of 05/9/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
71
Total
Institutional Inflows
(last 12 months)
$2.19B
Number of
Institutional Sellers
(last 12 months)
66
Total
Institutional Outflows
(last 12 months)
$75.92M
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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
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%
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%
5/4/2024 Geneos 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%
4/29/2024 Benjamin 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%
4/25/2024 Strategy 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%
4/23/2024 Raymond 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%
4/22/2024 Raymond 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%
4/11/2024 Shilanski & 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%
2/28/2024EP Wealth Advisors LLC38,323$3.28M0.0%-0.8%0.293%
2/13/2024Stephens Inc. AR10,494$897K0.0%-4.1%0.080%
2/13/2024Tower Research Capital LLC TRC600$51K0.0%-88.6%0.005%
2/12/2024Focus Financial Network Inc. ADV8,444$722K0.0%N/A0.065%
2/12/2024Stifel Financial Corp79,783$6.82M0.0%+6.3%0.610%
2/12/2024Steward Partners Investment Advisory LLC8,999$769K0.0%-1.8%0.069%
2/9/2024 Cambridge Investment Research Advisors Inc.47,726$4.08M0.0%-7.4%0.365%
2/9/2024D.A. Davidson & CO.21,967$1.88M0.0%-7.1%0.168%
2/9/2024Wells Fargo & Company MN585,280$50.04M0.0%-11.4%4.478%
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2/9/2024UBS Group AG241,489$20.65M0.0%+7.9%1.848%
2/9/2024PNC Financial Services Group Inc.3,196$273K0.0%-14.3%0.024%
2/8/2024 Financial Advocates Investment Management3,000$256K0.0%N/A0.023%
2/8/2024Kingsview Wealth Management LLC3,830$327K0.0%-8.4%0.029%
2/8/2024 Janney Montgomery Scott LLC174,873$14.95M0.0%-1.2%1.338%
2/8/2024 Pacific Sun Financial Corp3,272$280K0.2%-15.5%0.025%
2/7/2024Gateway Advisory LLC206,002$17.61M3.4%+9.6%1.576%
2/7/2024 Astoria Portfolio Advisors LLC.2,416$216K0.1%N/A0.018%
2/7/2024Northwest Financial Advisors590$50K0.0%N/A0.005%
2/7/2024 Calton & Associates Inc.14,283$1.22M0.5%N/A0.109%
2/6/2024 Sovereign Financial Group Inc.21,399$1.83M0.6%-23.6%0.164%
2/6/2024 Welch & Forbes LLC2,419$207K0.0%-17.2%0.019%
2/6/2024 Lincoln National Corp8,988$768K0.0%-3.6%0.069%
2/6/2024 Private Advisor Group LLC7,516$643K0.0%+3.4%0.058%
2/6/2024 Spire Wealth Management4,064$351K0.0%+82.8%0.031%
2/6/2024 Sapient Capital LLC3,454$295K0.0%N/A0.026%
2/6/2024 Merit Financial Group LLC13,312$1.14M0.0%+12.6%0.102%
2/6/2024 Benjamin F. Edwards & Company Inc.11,385$973K0.0%-13.3%0.087%
2/6/2024Commonwealth Equity Services LLC448,276$38.32M0.1%+0.2%3.430%
2/5/2024 Savant Capital LLC179,204$15.32M0.2%-3.2%1.371%
2/2/2024Truist Financial Corp34,485$2.95M0.0%-2.3%0.264%
2/1/2024 Capital Investment Advisory Services LLC19,229$1.64M0.2%-3.2%0.147%
1/31/2024 Institute for Wealth Management LLC.48,392$4.14M0.7%-6.1%0.369%
1/31/2024 Strid Group LLC135,889$11.62M2.3%+9.9%1.036%
1/30/2024 Lunt Capital Management Inc.21,066$1.80M0.9%+4.4%0.161%
1/29/2024Koshinski Asset Management Inc.4,331$370K0.1%+49.6%0.033%
1/29/2024 Perigon Wealth Management LLC2,350$201K0.0%N/A0.018%
1/29/2024 Sapient Capital LLC3,454$295K0.0%N/A0.026%
1/26/2024 Geneos Wealth Management Inc.6,945$594K0.0%-3.6%0.053%
1/26/2024Rainsberger Wealth Advisors Inc.14,470$1.24M0.7%-8.5%0.110%
1/25/2024 International Assets Investment Management LLC41,708$3.57M0.0%N/A0.318%
1/24/2024 Stratos Wealth Partners LTD.5,142$440K0.0%+19.1%0.039%
1/24/2024 Sowell Financial Services LLC11,698$1M0.1%-8.4%0.089%
1/24/2024 Arkadios Wealth Advisors2,528$216K0.0%N/A0.019%
1/24/2024 International Assets Investment Management LLC41,708$3.57M0.0%N/A0.318%
1/23/2024Estate Counselors LLC3,450$295K0.0%N/A0.026%
1/22/2024 Osborne Partners Capital Management LLC43,571$3.73M0.2%-1.6%0.332%
1/19/2024 MorganRosel Wealth Management LLC24,340$2.08M0.8%-1.6%0.186%
1/17/2024 PFG Investments LLC14,578$1.25M0.2%-43.4%0.111%
1/16/2024 Kingswood Wealth Advisors LLC20,787$1.78M0.2%N/A0.158%
1/16/2024 Raymond James Financial Services Advisors Inc.138,697$11.86M0.0%-8.3%1.057%
1/16/2024 Raymond James & Associates578,526$49.46M0.0%-2.9%4.409%
1/12/2024 Cyndeo Wealth Partners LLC10,249$876K0.1%-94.6%0.079%
1/11/2024 Brookstone Capital Management2,896$248K0.0%+6.4%0.022%
1/2/2024Anchor Investment Management LLC855$73K0.0%N/A0.006%
12/1/2023B. Riley Wealth Advisors Inc.30,618$2.36M0.1%-4.4%0.227%
11/24/2023EP Wealth Advisors LLC38,630$2.97M0.0%+216.6%0.286%
11/15/2023Mercer Global Advisors Inc. ADV39,501$3.04M0.0%-8.4%0.293%
11/14/2023Gateway Advisory LLC187,950$14.47M3.0%+2.5%1.393%
11/14/2023Tower Research Capital LLC TRC5,283$407K0.0%+308.6%0.039%
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11/14/2023Private Advisory Group LLC13,369$1.03M0.2%+17.0%0.099%
11/13/2023Stifel Financial Corp75,052$5.78M0.0%-1.5%0.556%
11/13/2023LPL Financial LLC221,567$17.06M0.0%+12.8%1.642%
11/13/2023Second Half Financial Partners LLC4,075$314K0.2%-7.4%0.030%
11/13/2023Envestnet Asset Management Inc.98,644$7.60M0.0%-5.8%0.731%
11/13/2023Kestra Advisory Services LLC11,353$874K0.0%+63.1%0.084%
11/13/2023PNC Financial Services Group Inc.3,728$287K0.0%+11.7%0.028%
11/9/2023 SPC Financial Inc.5,705$439K0.0%+10.1%0.042%
11/9/2023Blair William & Co. IL29,100$2.24M0.0%-1.0%0.216%
11/9/2023UBS Group AG223,892$17.24M0.0%-3.1%1.660%
(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, 159 institutional investors and hedge funds held shares of Invesco Dorsey Wright Momentum ETF. The most heavily invested institutionals were Raymond James & Associates ($58.27M), Wells Fargo & Company MN ($50.04M), Commonwealth Equity Services LLC ($42.87M), Global Assets Advisory LLC ($31.04M), Prospera Financial Services Inc ($28.51M), Bank of America Corp DE ($27.87M), and NewSquare Capital LLC ($23.49M).Learn more on PDP's institutional investors.

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

Of the 117 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), NewSquare Capital LLC ($317.37K), Global Assets Advisory LLC ($314.22K), Prospera Financial Services Inc ($232.95K), Cyndeo Wealth Partners LLC ($199.65K), Savant Capital LLC ($196.47K), and Delta Investment Management LLC ($147.70K).

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

Institutional investors have bought a total of 16,258,370 shares in the last 24 months. This purchase volume represents approximately $2.37B in transactions.

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

Of the 109 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 ($414.46K), Prospera Financial Services Inc ($337.86K), Raymond James Financial Services Advisors Inc. ($230.50K), Commonwealth Equity Services LLC ($215.07K), Janney Montgomery Scott LLC ($184.55K), Cyndeo Wealth Partners LLC ($181.19K), and Bank of America Corp DE ($159.59K).

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

Institutional investors have sold a total of 3,116,067 shares in the last 24 months. This volume of shares sold represents approximately $405.34M in transactions.


This page (NASDAQ:PDP) was last updated on 5/10/2024 by MarketBeat.com Staff

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