Invesco Dorsey Wright MomentPDPETF
13F holders, Q1 2024 (March 31)193holders
1famous investor
$98.66avg. 13F price*
At the end of Q1 2024, 193 institutions reported holding Invesco Dorsey Wright Moment (PDP) in their 13F filings. The largest holders were Morgan Stanley ($77.6M), Raymond James & Associates ($58.3M) and Wells Fargo & Company ($56.8M). One famous investor held it 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 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 23 | $11.2M |
| Exits | 9 | $1.7M |
Ownership 193 holders
| Morgan Stanley | 0.01% | Reduce -7.6% | 785,159 | $77.6M |
| Raymond James & Associates | 0.04% | Add +2.0% | 589,914 | $58.3M |
| Wells Fargo & Company | 0.01% | Reduce -1.8% | 575,038 | $56.8M |
| Bank of America Corp. | 0.00% | Add +8.0% | 481,635 | $47.6M |
| Commonwealth Equity Services, LLC | 0.07% | Reduce -3.2% | 434,009 | $42.9M |
| NewSquare Capital LLC | 3.06% | Add +29.6% | 349,563 | $34.5M |
| Royal Bank of Canada | 0.01% | Add +10.8% | 349,088 | $34.5M |
| UBS Group AG | 0.01% | Reduce -0.4% | 240,445 | $23.8M |
| Prospera Financial Services Inc | 0.69% | Reduce -5.7% | 234,900 | $23.2M |
| LPL Financial LLC | 0.01% | Reduce -6.9% | 232,921 | $23.0M |
| Gateway Advisory, LLC | 3.63% | Add +1.6% | 209,265 | $20.7M |
| Janney Montgomery Scott LLC | 0.05% | Reduce -0.9% | 173,299 | $17.1M |
| Savant Capital, LLC | 0.20% | Reduce -3.9% | 172,308 | $17.0M |
| Ameriprise Financial Inc. | 0.00% | Reduce -6.2% | 158,915 | $15.7M |
| Strid Group, LLC | 2.30% | Reduce -4.7% | 129,508 | $12.8M |
| Raymond James Financial Services Advisors, Inc. | 0.02% | Reduce -12.1% | 121,886 | $12.0M |
| Rockefeller Capital Management L.P. | 0.03% | Reduce -1.4% | 102,499 | $10.1M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Reduce -55.9% | 97,436 | $9.6M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -6.9% | 93,119 | $9.2M |
| Osaic Holdings, Inc. | 0.02% | Reduce -25.3% | 93,013 | $9.2M |
| LJI Wealth Management, LLC | 2.31% | Add +1.4% | 90,227 | $8.9M |
| NewEdge Advisors, LLC | 0.07% | Reduce -2.6% | 86,839 | $8.6M |
| JPMorgan Chase & Co. | 0.00% | Reduce -3.2% | 84,710 | $8.4M |
| Stifel Financial Corp. | 0.01% | Reduce -4.3% | 76,360 | $7.5M |
| Win Advisors, Inc. | 2.72% | New | 62,444 | $6.2M |
| Tradition Wealth Management, LLC | 0.54% | Add +19.3% | 53,542 | $5.3M |
| Private Advisory Group LLC | 0.75% | Add +121.4% | 53,525 | $5.3M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +6.2% | 50,660 | $5.0M |
| Institute for Wealth Management, LLC. | 0.62% | Reduce -0.5% | 48,158 | $4.8M |
| Osborne Partners Capital Management, LLC | 0.25% | Reduce -6.3% | 40,814 | $4.0M |
| EP Wealth Advisors, LLC | 0.04% | Reduce -0.2% | 38,253 | $3.8M |
| JBR Co Financial Management Inc | 2.71% | Reduce -13.1% | 34,359 | $3.4M |
| MTM Investment Management, LLC | 1.34% | No change | 32,956 | $3.3M |
| Truist Financial Corp. | 0.00% | Reduce -10.2% | 30,974 | $3.1M |
| Cetera Investment Advisers | 0.01% | Add +269.1% | 29,594 | $2.9M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -14.1% | 28,317 | $2.8M |
| Blair William & Co. | 0.01% | Reduce -0.7% | 27,750 | $2.7M |
| PFG Investments, LLC | 0.14% | Add +65.8% | 24,163 | $2.4M |
| G&S Capital LLC | 1.06% | Reduce -7.8% | 24,142 | $2.4M |
| B. Riley Wealth Advisors, Inc. | 0.06% | Add +4.1% | 30,618 | $2.4M |
| MorganRosel Wealth Management, LLC | 0.82% | Reduce -3.8% | 23,409 | $2.3M |
| D.A. Davidson & Co. | 0.02% | Add +0.5% | 22,084 | $2.2M |
| Sovereign Financial Group, Inc. | 0.56% | Add +0.0% | 21,400 | $2.1M |
| Waverly Advisors, LLC | 0.05% | Add +234.0% | 20,242 | $2.0M |
| Lunt Capital Management, Inc. | 0.98% | Reduce -4.9% | 20,027 | $2.0M |
| Forefront Analytics, LLC | 0.93% | Add +0.0% | 19,409 | $1.9M |
| Capital Investment Advisory Services, LLC | 0.20% | Add +0.1% | 19,250 | $1.9M |
| MML Investors Services, LLC | 0.01% | Add +1.5% | 19,082 | $1.9M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +108.9% | 18,797 | $1.9M |
| Raymond James Trust N.A. | 0.04% | Add +12.3% | 18,183 | $1.8M |
| MGB Wealth Management, LLC | 0.70% | Add +0.0% | 17,388 | $1.7M |
| Snowden Capital Advisors LLC | 0.05% | No change | 16,847 | $1.7M |
| Fort Point Capital Partners LLC | 0.22% | Reduce -2.9% | 16,640 | $1.6M |
| Bridgewater Advisors Inc. | 0.22% | No change | 14,735 | $1.5M |
| Calton & Associates, Inc. | 0.69% | Add +0.2% | 14,315 | $1.4M |
| Merit Financial Group, LLC | 0.03% | Add +1.9% | 13,566 | $1.3M |
| Lanark Financial, Inc. | 0.11% | Add +7.5% | 12,267 | $1.2M |
| Sowell Financial Services LLC | 0.05% | No change | 11,698 | $1.2M |
| Baird Financial Group, Inc. | 0.00% | Reduce -0.4% | 10,675 | $1.1M |
| Stephens Inc. | 0.02% | Reduce -3.2% | 10,154 | $1.0M |
| Benjamin F. Edwards & Company, Inc. | 0.02% | Reduce -11.2% | 10,115 | $999K |
| Scotia Capital Inc. | 0.01% | Add +15.9% | 9,831 | $971K |
| Susquehanna International Group, LLP | 0.00% | Add +181.9% | 9,601 | $948K |
| Jane Street Group, LLC | 0.00% | New | 9,147 | $904K |
| Kestra Advisory Services, LLC | 0.01% | Add +10.7% | 9,054 | $894K |
| Lincoln National Corp. | 0.01% | Add +0.5% | 9,030 | $892K |
| Buckingham Strategic Wealth, LLC | 0.01% | No change | 8,680 | $857K |
| Focus Financial Network, Inc. | 0.04% | — | 8,440 | $777K |
| Private Advisor Group, LLC | 0.01% | Reduce -0.3% | 7,492 | $740K |
| Second Half Financial Partners, LLC | 0.33% | Add +81.8% | 7,408 | $732K |
| WMS Partners, LLC | 0.05% | No change | 7,125 | $704K |
| Geneos Wealth Management Inc. | 0.03% | Reduce -4.0% | 6,670 | $659K |
| Bokf, NA | 0.01% | No change | 6,642 | $652K |
| Mill Creek Capital Advisors, LLC | 0.02% | New | 6,592 | $651K |
| FMR LLC | 0.00% | Add +4.6% | 6,406 | $633K |
| Comerica Bank | 0.00% | Reduce -46.5% | 5,877 | $581K |
| Eagle Bay Advisors LLC | 0.36% | No change | 5,761 | $569K |
| WealthBridge Capital Management, LLC | 0.19% | No change | 5,622 | $555K |
| Creative Planning | 0.00% | Reduce -18.2% | 5,525 | $546K |
| EPG Wealth Management LLC | 0.13% | Add +0.0% | 5,446 | $538K |
| Carolinas Wealth Consulting LLC | 0.10% | New | 5,284 | $522K |
| Millennium Capital Advisors, LLC | 0.37% | Reduce -0.5% | 5,268 | $520K |
| Prosperity Financial Group, Inc. | 0.31% | Add +0.0% | 5,158 | $510K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +0.1% | 5,146 | $508K |
| Atria Wealth Solutions, Inc. | 0.01% | No change | 5,133 | $507K |
| Baker Avenue Asset Management, LP | 0.02% | Add +14.5% | 5,028 | $497K |
| Citadel Advisors | 0.00% | Reduce -33.7% | 4,976 | $492K |
| Cyndeo Wealth Partners, LLC | 0.04% | Reduce -52.0% | 4,924 | $486K |
| Cibc World Market Inc. | 0.00% | No change | 4,896 | $484K |
| SPC Financial, Inc. | 0.04% | Add +12.9% | 4,755 | $470K |
| Focus Partners Wealth | 0.00% | No change | 4,739 | $468K |
| IFP Advisors, Inc | 0.02% | Reduce -36.5% | 4,633 | $458K |
| Private Trust Co. NA | 0.05% | No change | 4,578 | $452K |
| CPC Advisors, LLC | 0.07% | No change | 4,415 | $436K |
| Principle Wealth Partners LLC | 0.03% | No change | 4,395 | $434K |
| TKG Advisors, LLC | 0.24% | Reduce -12.1% | 4,389 | $434K |
| Spire Wealth Management | 0.01% | Add +4.9% | 4,264 | $421K |
| NWF Advisory Services Inc. | 0.07% | No change | 4,222 | $417K |
| Nwam LLC | 0.03% | Reduce -11.1% | 4,274 | $414K |
| Strategy Asset Managers LLC | 0.09% | Add +3.5% | 4,047 | $400K |
"% of holder's portfolio" is PDP's weight in each manager's 13F, not the share of Invesco Dorsey Wright Moment the manager owns.