Invesco Dorsey Wright MomentPDPETF
13F holders, Q2 2026 (June 30)223holders +15
29new positions
12sold out
2famous investors
$151.56avg. 13F price*
At the end of Q2 2026, 223 institutions reported holding Invesco Dorsey Wright Moment (PDP) in their 13F filings, up 15 from Q1 2026. 29 opened new positions and 12 sold out. The largest holders were Morgan Stanley ($135.2M), Raymond James Financial Inc. ($100.8M) and Wells Fargo & Company ($60.3M). 2 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Invesco Dorsey Wright Moment
- CUSIP
- 46137V837
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 29 | $14.2M |
| Exits | 12 | $1.5M |
All 13F filers, Q1 2026 → Q2 2026: 588,798 shares bought and 213,497 shares sold, net +375,301 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 223 holders
| Morgan Stanley | 0.01% | Add +29.9% | 890,849 | $135.2M |
| Raymond James Financial Inc. | 0.03% | Add +23.7% | 664,010 | $100.8M |
| Wells Fargo & Company | 0.01% | Reduce -3.4% | 397,255 | $60.3M |
| Commonwealth Equity Services, LLC | 0.07% | Reduce -4.3% | 369,927 | $56.1M |
| Bank of America Corp. | 0.00% | Add +4.8% | 341,051 | $51.7M |
| Royal Bank of Canada | 0.01% | Reduce -2.2% | 299,497 | $45.4M |
| LPL Financial LLC | 0.01% | Reduce -0.4% | 283,329 | $43.0M |
| Stifel Financial Corp. | 0.03% | Add +1.1% | 247,279 | $37.5M |
| Summit Financial, LLC | 0.34% | Reduce -1.8% | 206,793 | $31.4M |
| Janney Montgomery Scott LLC | 0.05% | Add +1.1% | 181,714 | $27.6M |
| UBS Group AG | 0.00% | Reduce -16.3% | 179,532 | $27.2M |
| Rockefeller Capital Management L.P. | 0.04% | Reduce -0.5% | 155,358 | $23.6M |
| Savant Capital, LLC | 0.06% | Reduce -1.8% | 130,472 | $19.8M |
| NewSquare Capital LLC | 1.46% | Add +19.4% | 129,102 | $19.6M |
| Prospera Financial Services Inc | 0.28% | Reduce -10.4% | 125,241 | $19.0M |
| Ameriprise Financial Inc. | 0.00% | Add +12.0% | 118,675 | $18.0M |
| Strid Group, LLC | 1.78% | Reduce -1.2% | 105,857 | $16.1M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +2.2% | 77,428 | $11.0M |
| Osaic Holdings, Inc. | 0.01% | Add +16.7% | 72,325 | $11.0M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -2.6% | 65,960 | $10.0M |
| NewEdge Advisors, LLC | 0.03% | Reduce -1.6% | 63,518 | $9.6M |
| &partners | 0.04% | Add +35.0% | 59,063 | $9.0M |
| MML Investors Services, LLC | 0.02% | Add +9.6% | 53,529 | $8.1M |
| Tradition Wealth Management, LLC | 0.48% | Add +2.8% | 51,631 | $7.8M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -7.1% | 49,489 | $7.5M |
| Institute for Wealth Management, LLC. | 0.57% | Reduce 0.0% | 42,767 | $6.5M |
| JPMorgan Chase & Co. | 0.00% | Reduce -12.1% | 40,929 | $6.1M |
| Affinity Wealth Management LLC | 0.76% | Add +1794.5% | 38,969 | $5.9M |
| Osborne Partners Capital Management, LLC | 0.29% | No change | 33,954 | $5.2M |
| Cetera Investment Advisers | 0.00% | Add +5.0% | 30,917 | $4.7M |
| MTM Investment Management, LLC | 1.24% | Reduce -1.0% | 28,686 | $4.4M |
| Lanark Financial, Inc. | 0.29% | Reduce -0.2% | 28,541 | $4.3M |
| Farther Finance Advisors, LLC | 0.03% | Add +0.6% | 27,248 | $4.1M |
| JBR Co Financial Management Inc | 1.49% | Reduce -7.5% | 26,974 | $4.1M |
| B. Riley Wealth Advisors, Inc. | 0.20% | Reduce -0.1% | 24,711 | $3.7M |
| Blair William & Co. | 0.01% | Add +0.3% | 23,485 | $3.6M |
| EP Wealth Advisors, LLC | 0.01% | Add +0.9% | 22,474 | $3.4M |
| Mercer Global Advisors Inc. | 0.00% | Add +13.2% | 21,750 | $3.3M |
| D.A. Davidson & Co. | 0.02% | Add +3.9% | 21,292 | $3.2M |
| Two Sigma Investments, LP | 0.00% | New | 20,733 | $3.1M |
| Capital Investment Advisory Services, LLC | 0.19% | No change | 20,139 | $3.1M |
| Equitable Holdings, Inc. | 0.02% | Add +4.4% | 20,103 | $3.1M |
| Waverly Advisors, LLC | 0.02% | No change | 18,189 | $2.8M |
| Global Retirement Partners, LLC | 0.04% | — | 17,762 | $2.7M |
| Beacon Pointe Advisors, LLC | 0.01% | New | 17,026 | $2.6M |
| Sovereign Financial Group, Inc. | 0.39% | No change | 16,767 | $2.5M |
| Snowden Capital Advisors LLC | 0.06% | Add +6.5% | 16,716 | $2.5M |
| Truist Financial Corp. | 0.00% | Reduce -16.1% | 15,266 | $2.3M |
| PFG Investments, LLC | 0.09% | Add +7.3% | 15,138 | $2.3M |
| Arkadios Wealth Advisors | 0.03% | Reduce -9.0% | 13,644 | $2.1M |
| Focus Partners Wealth | 0.00% | Reduce -7.1% | 13,601 | $2.1M |
| Calton & Associates, Inc. | 0.29% | Reduce -34.0% | 13,077 | $2.0M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -6.0% | 12,667 | $1.9M |
| Benjamin Edwards Inc. | 0.02% | Add +3.9% | 12,104 | $1.8M |
| Sowell Financial Services LLC | 0.06% | Reduce -0.0% | 11,861 | $1.8M |
| Heirloom Wealth Management | 0.24% | Reduce -26.1% | 10,991 | $1.7M |
| Kelly Financial Group LLC | 0.36% | Reduce -0.8% | 10,827 | $1.6M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -1.6% | 10,745 | $1.6M |
| Geneos Wealth Management Inc. | 0.03% | Add +95.0% | 10,602 | $1.6M |
| PMG Wealth Management, Inc. | 0.95% | Add +4.5% | 10,137 | $1.5M |
| AE Wealth Management LLC | 0.01% | Add +715.0% | 9,911 | $1.5M |
| BNP Paribas Financial Markets | 0.00% | Reduce -75.8% | 9,700 | $1.5M |
| Bridgewater Advisors Inc. | 0.08% | No change | 10,712 | $1.4M |
| Fifth Third Bancorp | 0.00% | No change | 9,251 | $1.4M |
| HB Wealth Management, LLC | 0.01% | Add +3.6% | 9,187 | $1.4M |
| Nilsine Partners, LLC | 0.09% | New | 8,265 | $1.3M |
| Creative Planning | 0.00% | Add +0.3% | 8,263 | $1.3M |
| LJI Wealth Management, LLC | 0.17% | Reduce -57.1% | 8,226 | $1.2M |
| Scotia Capital Inc. | 0.00% | Reduce -0.1% | 8,094 | $1.2M |
| Second Half Financial Partners, LLC | 0.50% | Add +7.8% | 8,044 | $1.2M |
| Lloyd Advisory Services, LLC. | 0.47% | New | 8,029 | $1.2M |
| Bellars Harris Wealth Management, LLC | 0.24% | — | 7,827 | $1.2M |
| Baird Financial Group, Inc. | 0.00% | Reduce -7.0% | 7,614 | $1.2M |
| Focus Financial Network, Inc. | 0.04% | Add +2.7% | 7,541 | $1.1M |
| FMR LLC | 0.00% | Reduce -5.9% | 7,220 | $1.1M |
| Integrity Alliance, Llc. | 0.03% | Reduce -11.8% | 7,165 | $1.1M |
| Susquehanna International Group, LLP | 0.00% | Reduce -21.9% | 7,161 | $1.1M |
| Stephens Inc. | 0.01% | Reduce -16.5% | 6,828 | $1.0M |
| Quantinno Capital Management LP | 0.00% | Add +11.8% | 6,760 | $1.0M |
| Pathstone Holdings, LLC | 0.00% | New | 6,574 | $997K |
| Baker Avenue Asset Management, LP | 0.02% | Add +23.3% | 6,469 | $982K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -6.8% | 6,253 | $949K |
| Mullooly Asset Management, Inc. | 0.29% | Reduce -0.7% | 6,148 | $932K |
| Merit Financial Group, LLC | 0.01% | Reduce -3.1% | 6,065 | $920K |
| Ewa, LLC | 0.16% | New | 5,706 | $866K |
| Wagner Wealth Management, Corp | 0.68% | Reduce -5.3% | 5,575 | $846K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +0.2% | 5,490 | $833K |
| Creative Financial Designs Inc. | 0.04% | Add +1441.3% | 5,487 | $833K |
| HighTower Advisors, LLC | 0.00% | Reduce -2.4% | 5,407 | $820K |
| MorganRosel Wealth Management, LLC | 0.27% | Reduce -12.4% | 5,293 | $803K |
| Spire Wealth Management | 0.02% | Add +55.2% | 5,284 | $802K |
| Millennium Capital Advisors, LLC | 0.44% | Add +0.0% | 5,263 | $799K |
| Prosperity Financial Group, Inc. | 0.24% | Reduce -0.0% | 5,164 | $784K |
| WealthBridge Capital Management, LLC | 0.15% | Reduce -3.9% | 4,930 | $748K |
| Kiker Wealth Management, LLC | 0.28% | Reduce -1.5% | 4,746 | $720K |
| AQR Capital Management | 0.00% | Reduce -1.8% | 4,537 | $688K |
| Principle Wealth Partners LLC | 0.03% | No change | 4,395 | $667K |
| Private Trust Co. NA | 0.05% | Reduce -1.1% | 4,370 | $663K |
| Cibc World Market Inc. | 0.00% | No change | 4,321 | $656K |
| Cyndeo Wealth Partners, LLC | 0.03% | No change | 4,302 | $653K |
"% of holder's portfolio" is PDP's weight in each manager's 13F, not the share of Invesco Dorsey Wright Moment the manager owns.