Invesco Dorsey Wright MomentPDPETF
13F holders, Q2 2024 (June 30)181holders −12
7new positions
18sold out
1famous investor
$97.94avg. 13F price*
At the end of Q2 2024, 181 institutions reported holding Invesco Dorsey Wright Moment (PDP) in their 13F filings, down 12 from Q1 2024. 7 opened new positions and 18 sold out. The largest holders were Morgan Stanley ($74.4M), Raymond James & Associates ($57.5M) and Wells Fargo & Company ($54.8M). 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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $1.3M |
| Exits | 18 | $10.1M |
All 13F filers, Q1 2024 → Q2 2024: 68,812 shares bought and 370,942 shares sold, net −302,130 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 181 holders
| Morgan Stanley | 0.01% | Reduce -3.1% | 760,617 | $74.4M |
| Raymond James & Associates | 0.04% | Reduce -0.5% | 587,206 | $57.5M |
| Wells Fargo & Company | 0.01% | Reduce -2.7% | 559,629 | $54.8M |
| Bank of America Corp. | 0.00% | Reduce -3.2% | 466,115 | $45.6M |
| Commonwealth Equity Services, LLC | 0.07% | Reduce -1.7% | 426,491 | $41.7M |
| NewSquare Capital LLC | 2.89% | Reduce -2.0% | 342,556 | $33.5M |
| Royal Bank of Canada | 0.01% | Reduce -2.3% | 341,091 | $33.4M |
| UBS Group AG | 0.01% | Reduce -8.8% | 219,175 | $21.4M |
| Prospera Financial Services Inc | 0.59% | Reduce -7.2% | 217,935 | $21.3M |
| LPL Financial LLC | 0.01% | Reduce -7.5% | 215,490 | $21.1M |
| Gateway Advisory, LLC | 3.54% | Add +1.9% | 213,189 | $20.9M |
| Janney Montgomery Scott LLC | 0.05% | Add +0.7% | 174,484 | $17.1M |
| Savant Capital, LLC | 0.16% | Reduce -3.8% | 165,688 | $16.2M |
| Ameriprise Financial Inc. | 0.00% | Reduce -2.0% | 155,769 | $15.2M |
| Strid Group, LLC | 2.01% | Reduce -3.9% | 124,450 | $12.2M |
| Raymond James Financial Services Advisors, Inc. | 0.02% | Reduce -0.7% | 121,018 | $11.8M |
| NewEdge Advisors, LLC | 0.07% | Add +20.2% | 104,402 | $10.2M |
| Rockefeller Capital Management L.P. | 0.03% | Add +1.0% | 103,506 | $10.1M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -1.0% | 92,218 | $9.0M |
| LJI Wealth Management, LLC | 1.99% | Add +2.0% | 92,027 | $9.0M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Reduce -8.1% | 89,502 | $8.8M |
| Osaic Holdings, Inc. | 0.02% | Reduce -6.9% | 86,617 | $8.5M |
| JPMorgan Chase & Co. | 0.00% | Reduce -1.1% | 83,754 | $8.2M |
| Stifel Financial Corp. | 0.01% | Add +4.9% | 80,089 | $7.8M |
| Tradition Wealth Management, LLC | 0.59% | Add +16.6% | 62,401 | $6.1M |
| Institute for Wealth Management, LLC. | 0.63% | Reduce -0.4% | 47,945 | $4.7M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -7.7% | 46,754 | $4.6M |
| Osborne Partners Capital Management, LLC | 0.22% | Reduce -6.3% | 38,223 | $3.7M |
| EP Wealth Advisors, LLC | 0.04% | Reduce -1.7% | 37,613 | $3.7M |
| JBR Co Financial Management Inc | 2.29% | Reduce -3.2% | 33,272 | $3.3M |
| MTM Investment Management, LLC | 1.32% | No change | 32,956 | $3.2M |
| Truist Financial Corp. | 0.00% | Reduce -0.7% | 30,752 | $3.0M |
| Cetera Investment Advisers | 0.01% | Reduce -3.1% | 28,678 | $2.8M |
| B. Riley Wealth Advisors, Inc. | 0.07% | Reduce -8.4% | 28,041 | $2.7M |
| Blair William & Co. | 0.01% | Reduce -1.1% | 27,450 | $2.7M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -4.5% | 27,028 | $2.6M |
| G&S Capital LLC | 1.02% | Reduce -2.9% | 23,454 | $2.4M |
| PFG Investments, LLC | 0.17% | Reduce -0.4% | 24,070 | $2.4M |
| MorganRosel Wealth Management, LLC | 0.79% | Reduce -2.7% | 22,773 | $2.2M |
| MML Investors Services, LLC | 0.01% | Add +18.0% | 22,519 | $2.2M |
| D.A. Davidson & Co. | 0.02% | Reduce -1.5% | 21,754 | $2.1M |
| Waverly Advisors, LLC | 0.04% | Reduce -1.9% | 19,849 | $1.9M |
| Capital Investment Advisory Services, LLC | 0.20% | Add +0.4% | 19,327 | $1.9M |
| MGB Wealth Management, LLC | 0.65% | No change | 17,388 | $1.7M |
| Steward Partners Investment Advisory, LLC | 0.02% | Reduce -6.3% | 17,612 | $1.7M |
| Raymond James Trust N.A. | 0.04% | Reduce -5.0% | 17,267 | $1.7M |
| Snowden Capital Advisors LLC | 0.05% | Add +1.1% | 17,027 | $1.7M |
| Sovereign Financial Group, Inc. | 0.41% | Reduce -21.3% | 16,853 | $1.6M |
| Forefront Analytics, LLC | 0.78% | Reduce -14.0% | 16,690 | $1.6M |
| Fort Point Capital Partners LLC | 0.21% | Reduce -0.9% | 16,490 | $1.6M |
| Bridgewater Advisors Inc. | 0.17% | No change | 14,735 | $1.4M |
| Calton & Associates, Inc. | 0.70% | Add +0.0% | 14,319 | $1.4M |
| Merit Financial Group, LLC | 0.03% | Reduce -2.9% | 13,168 | $1.3M |
| Jane Street Group, LLC | 0.00% | Add +36.6% | 12,498 | $1.2M |
| Lanark Financial, Inc. | 0.11% | Reduce -2.7% | 11,940 | $1.2M |
| Sowell Financial Services LLC | 0.05% | Reduce -2.3% | 11,433 | $1.1M |
| Benjamin F. Edwards & Company, Inc. | 0.02% | Add +6.1% | 10,734 | $1.1M |
| Lunt Capital Management, Inc. | 0.49% | Reduce -49.7% | 10,074 | $986K |
| Baird Financial Group, Inc. | 0.00% | Reduce -7.3% | 9,898 | $969K |
| Kestra Advisory Services, LLC | 0.01% | Add +9.2% | 9,885 | $967K |
| Private Advisory Group LLC | 0.12% | Reduce -82.2% | 9,508 | $931K |
| Stephens Inc. | 0.01% | Reduce -7.0% | 9,447 | $924K |
| Private Advisor Group, LLC | 0.01% | Add +25.0% | 9,362 | $916K |
| Scotia Capital Inc. | 0.01% | Reduce -9.6% | 8,884 | $869K |
| Buckingham Strategic Wealth, LLC | 0.01% | No change | 8,680 | $849K |
| Carolinas Wealth Consulting LLC | 0.14% | Add +43.5% | 7,583 | $742K |
| Second Half Financial Partners, LLC | 0.59% | Add +2.3% | 7,575 | $741K |
| Focus Financial Network, Inc. | 0.03% | Reduce -11.0% | 7,511 | $740K |
| Susquehanna International Group, LLP | 0.00% | Reduce -23.0% | 7,395 | $724K |
| WMS Partners, LLC | 0.04% | No change | 7,125 | $697K |
| Geneos Wealth Management Inc. | 0.03% | No change | 6,670 | $653K |
| Financial Management Professionals, Inc. | 0.09% | New | 6,667 | $652K |
| Bokf, NA | 0.01% | No change | 6,642 | $650K |
| Mill Creek Capital Advisors, LLC | 0.02% | No change | 6,592 | $645K |
| FMR LLC | 0.00% | Reduce -1.9% | 6,282 | $615K |
| Sanctuary Advisors, LLC | 0.00% | — | 6,331 | $597K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +15.4% | 5,937 | $581K |
| Eagle Bay Advisors LLC | 0.34% | No change | 5,761 | $564K |
| WealthBridge Capital Management, LLC | 0.18% | Reduce -0.1% | 5,619 | $550K |
| Creative Planning | 0.00% | No change | 5,525 | $541K |
| Comerica Bank | 0.00% | Reduce -9.4% | 5,322 | $521K |
| Millennium Capital Advisors, LLC | 0.34% | Reduce -0.1% | 5,263 | $515K |
| Prosperity Financial Group, Inc. | 0.32% | No change | 5,158 | $505K |
| Atria Wealth Solutions, Inc. | 0.01% | No change | 5,133 | $502K |
| CPC Advisors, LLC | 0.08% | Add +13.6% | 5,015 | $491K |
| Cyndeo Wealth Partners, LLC | 0.04% | No change | 4,924 | $482K |
| Arkadios Wealth Advisors | 0.03% | Add +90.3% | 4,811 | $471K |
| SPC Financial, Inc. | 0.04% | No change | 4,755 | $465K |
| Focus Partners Wealth | 0.00% | No change | 4,739 | $464K |
| Cibc World Market Inc. | 0.00% | Reduce -3.1% | 4,746 | $464K |
| IFP Advisors, Inc | 0.02% | No change | 4,633 | $453K |
| Private Trust Co. NA | 0.05% | No change | 4,578 | $448K |
| Principle Wealth Partners LLC | 0.03% | No change | 4,395 | $430K |
| Baker Avenue Asset Management, LP | 0.01% | Reduce -13.3% | 4,357 | $426K |
| TKG Advisors, LLC | 0.23% | Reduce -1.7% | 4,316 | $422K |
| Spire Wealth Management | 0.01% | No change | 4,264 | $417K |
| NWF Advisory Services Inc. | 0.07% | No change | 4,222 | $413K |
| Journey Strategic Wealth LLC | 0.02% | No change | 3,905 | $382K |
| HighTower Advisors, LLC | 0.00% | Add +10.6% | 3,833 | $376K |
| Castle Rock Wealth Management, LLC | 0.09% | No change | 3,830 | $373K |
"% of holder's portfolio" is PDP's weight in each manager's 13F, not the share of Invesco Dorsey Wright Moment the manager owns.