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 |
| Trinity Wealth Management, LLC | 0.20% | No change | 3,907 | $386K |
| Journey Strategic Wealth LLC | 0.02% | No change | 3,905 | $386K |
| Equitable Holdings, Inc. | 0.00% | No change | 3,770 | $372K |
| AE Wealth Management LLC | 0.00% | Reduce -77.8% | 3,709 | $366K |
| Mariner, LLC | 0.00% | No change | 3,629 | $358K |
| First City Capital Management, Inc. | 0.20% | No change | 3,585 | $354K |
| Castle Rock Wealth Management, LLC | 0.10% | No change | 3,830 | $353K |
| Golden Road Advisors LLC | 0.29% | Add +0.0% | 3,541 | $350K |
| HighTower Advisors, LLC | 0.00% | No change | 3,466 | $343K |
| Sapient Capital LLC | 0.01% | No change | 3,454 | $341K |
| Estate Counselors, LLC | 0.04% | No change | 3,450 | $341K |
| Pacific Sun Financial Corp | 0.19% | No change | 3,272 | $323K |
| Keystone Financial Group | 0.05% | No change | 3,220 | $318K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 3,196 | $316K |
| Global Assets Advisory, LLC | 0.19% | New | 3,200 | $314K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -4.7% | 3,073 | $304K |
| Financial Advocates Investment Management | 0.02% | No change | 3,000 | $296K |
| Wedbush Securities Inc. | 0.01% | No change | 3,000 | $296K |
| Brookstone Capital Management | 0.01% | Add +3.4% | 2,995 | $296K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +389.7% | 2,938 | $290K |
| Morling Financial Advisors, LLC | 0.17% | New | 2,933 | $290K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | New | 2,933 | $290K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -24.1% | 2,905 | $287K |
| True North Advisors, LLC | 0.08% | No change | 2,874 | $284K |
| Ethos Financial Group, LLC | 0.05% | New | 2,833 | $280K |
| Northern Trust Corp. | 0.00% | No change | 2,798 | $276K |
| Realta Investment Advisors | 0.06% | New | 2,743 | $271K |
| Corient Private Wealth LP | 0.00% | Add +0.0% | 2,731 | $270K |
| Selective Wealth Management, Inc. | 0.12% | No change | 2,798 | $268K |
| Old Port Advisors | 0.08% | Reduce -10.1% | 2,666 | $263K |
| Salomon & Ludwin, LLC | 0.02% | Reduce -39.0% | 2,588 | $256K |
| Arkadios Wealth Advisors | 0.02% | No change | 2,528 | $250K |
| National Bank of Canada | 0.00% | Reduce -5.5% | 2,585 | $249K |
| Apollon Financial, LLC | 0.08% | No change | 2,432 | $240K |
| Welch & Forbes LLC | 0.00% | No change | 2,419 | $239K |
| Custom Portfolio Group LLC | 0.19% | No change | 2,368 | $234K |
| Perigon Wealth Management, LLC | 0.01% | No change | 2,350 | $232K |
| Astoria Portfolio Advisors LLC. | 0.09% | No change | 2,416 | $226K |
| Shilanski & Associates, Inc. | 0.08% | New | 2,221 | $219K |
| Concourse Financial Group Securities, Inc. | 0.01% | No change | 2,165 | $214K |
| Smith, Moore & Co. | 0.02% | New | 2,122 | $210K |
| Heritage Trust Co | 0.03% | New | 2,095 | $207K |
| Citigroup Inc. | 0.00% | Add +0.6% | 2,088 | $206K |
| Trueblood Wealth Management, LLC | 0.12% | New | 2,064 | $204K |
| Delta Investment Management, LLC | 0.05% | New | 2,063 | $204K |
| Cwm, LLC | 0.00% | Add +2.0% | 1,923 | $190K |
| Harbor Investment Advisory, LLC | 0.02% | No change | 1,790 | $177K |
| Bank of Montreal | 0.00% | Reduce -10.6% | 1,615 | $160K |
| Founders Financial Alliance, LLC | 0.04% | Reduce -17.9% | 1,364 | $135K |
| Silver Oak Securities, Incorporated | 0.02% | New | 1,213 | $120K |
| Wagner Wealth Management, LLC | 0.04% | Add +0.1% | 1,185 | $117K |
| Allworth Financial LP | 0.00% | New | 1,153 | $114K |
| MCF Advisors LLC | 0.01% | No change | 1,140 | $113K |
| HHM Wealth Advisors, LLC | 0.02% | No change | 1,010 | $100K |
| Tortoise Investment Management, LLC | 0.01% | No change | 1,000 | $99K |
| Anchor Investment Management, LLC | 0.01% | No change | 855 | $84K |
| Fifth Third Bancorp | 0.00% | No change | 843 | $83K |
| WealthShield Partners, LLC | 0.01% | No change | 700 | $69K |
| Parallel Advisors, LLC | 0.00% | No change | 662 | $65K |
| Harbour Investments, Inc. | 0.00% | No change | 594 | $59K |
| Element Wealth, LLC | 0.03% | Reduce -83.0% | 534 | $53K |
| CIBC Private Wealth Group LLC | 0.00% | New | 510 | $50K |
| Hexagon Capital Partners LLC | 0.01% | No change | 500 | $49K |
| Capital Investment Counsel, Inc | 0.01% | No change | 467 | $46K |
| Carolina Wealth Advisors, LLC | 0.02% | New | 393 | $39K |
| Creative Financial Designs Inc. | 0.00% | No change | 356 | $35K |
| True Wealth Design, LLC | 0.01% | New | 355 | $35K |
| Barrett & Company, Inc. | 0.01% | No change | 300 | $30K |
| Fernwood Investment Management, LLC | 0.01% | New | 300 | $30K |
| CoreCap Advisors, LLC | 0.00% | New | 283 | $28K |
| FSC Wealth Advisors, LLC | 0.01% | Reduce -24.8% | 203 | $20K |
| LRI Investments, LLC | 0.01% | — | 200 | $20K |
| Global Retirement Partners, LLC | 0.00% | No change | 185 | $18K |
| Tidemark, LLC | 0.01% | Reduce -36.8% | 132 | $13K |
| Cambridge Trust Co. | 0.00% | No change | 120 | $12K |
| Atlas Capital Advisors Inc. | 0.00% | Reduce -8.4% | 120 | $12K |
| MV Capital Management, Inc. | 0.00% | No change | 117 | $12K |
| Bogart Wealth, LLC | 0.00% | No change | 114 | $11K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -48.8% | 110 | $11K |
| Principal Securities, Inc. | 0.00% | No change | 109 | $11K |
| Smartleaf Asset Management LLC | 0.00% | No change | 101 | $10K |
| WFA Asset Management Corp | 0.01% | No change | 100 | $10K |
| Broadwater Capital Management LLC | 0.01% | No change | 95 | $9K |
| Aspire Wealth Management Corp | 0.01% | No change | 85 | $8K |
| Abound Wealth Management | 0.00% | No change | 80 | $8K |
| Investors Research Corp | 0.00% | No change | 75 | $7K |
| Penserra Capital Management LLC | 0.00% | New | 79 | $7K |
| Cedar Mountain Advisors, LLC | 0.00% | No change | 28 | $3K |
| Register Financial Advisors LLC | 0.00% | No change | 12 | $1K |
| Capital Analysts, LLC | 0.00% | No change | 12 | $1K |
| Central Pacific Bank - Trust Division | 0.00% | — | 9 | $884 |
| Elevation Wealth Partners, LLC | 0.00% | New | 6 | $593 |
| VitalStone Financial, LLC | 0.00% | No change | 5 | $0 |
"% of holder's portfolio" is PDP's weight in each manager's 13F, not the share of Invesco Dorsey Wright Moment the manager owns.