Invesco Dorsey Wright MomentPDPETF
13F holders, Q3 2024 (September 30)189holders +8
19new positions
11sold out
1famous investor
$103.29avg. 13F price*
At the end of Q3 2024, 189 institutions reported holding Invesco Dorsey Wright Moment (PDP) in their 13F filings, up 8 from Q2 2024. 19 opened new positions and 11 sold out. The largest holders were Morgan Stanley ($73.6M), Raymond James & Associates ($61.5M) and Wells Fargo & Company ($57.3M). 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 19 | $4.9M |
| Exits | 11 | $2.9M |
All 13F filers, Q2 2024 → Q3 2024: 197,949 shares bought and 207,668 shares sold, net −9,719 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 189 holders
| Morgan Stanley | 0.01% | Reduce -6.3% | 712,966 | $73.6M |
| Raymond James & Associates | 0.04% | Add +1.4% | 595,138 | $61.5M |
| Wells Fargo & Company | 0.01% | Reduce -0.8% | 554,917 | $57.3M |
| Bank of America Corp. | 0.00% | Reduce -0.6% | 463,254 | $47.8M |
| Commonwealth Equity Services, LLC | 0.06% | Reduce -2.8% | 414,617 | $42.8M |
| NewSquare Capital LLC | 2.83% | Add +0.6% | 344,681 | $35.6M |
| Royal Bank of Canada | 0.01% | Reduce -1.2% | 337,099 | $34.8M |
| UBS Group AG | 0.01% | Add +19.6% | 262,043 | $27.1M |
| LPL Financial LLC | 0.01% | Add +20.4% | 259,561 | $26.8M |
| Gateway Advisory, LLC | 3.54% | Reduce -0.4% | 212,409 | $21.9M |
| Prospera Financial Services Inc | 0.53% | Reduce -7.7% | 201,270 | $20.8M |
| Janney Montgomery Scott LLC | 0.05% | Add +0.5% | 175,370 | $18.1M |
| Ameriprise Financial Inc. | 0.00% | Add +5.8% | 164,765 | $17.1M |
| Savant Capital, LLC | 0.14% | Reduce -1.8% | 162,665 | $16.8M |
| Strid Group, LLC | 1.93% | Reduce -1.1% | 123,019 | $12.7M |
| Raymond James Financial Services Advisors, Inc. | 0.02% | Reduce -5.5% | 114,369 | $11.8M |
| NewEdge Advisors, LLC | 0.07% | Reduce -0.4% | 104,013 | $10.7M |
| Rockefeller Capital Management L.P. | 0.03% | Reduce -0.5% | 102,969 | $10.6M |
| LJI Wealth Management, LLC | 1.96% | Add +0.6% | 92,610 | $9.6M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -1.6% | 90,766 | $9.4M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Reduce -1.3% | 88,341 | $9.1M |
| JPMorgan Chase & Co. | 0.00% | Add +0.4% | 84,083 | $8.7M |
| Stifel Financial Corp. | 0.01% | Reduce -0.3% | 79,832 | $8.2M |
| Osaic Holdings, Inc. | 0.02% | Reduce -18.3% | 70,730 | $7.3M |
| Tradition Wealth Management, LLC | 0.59% | Add +3.0% | 64,263 | $6.6M |
| Institute for Wealth Management, LLC. | 0.62% | Reduce -0.1% | 47,900 | $4.9M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -15.9% | 39,297 | $4.1M |
| EP Wealth Advisors, LLC | 0.03% | Reduce -1.3% | 37,121 | $3.8M |
| Osborne Partners Capital Management, LLC | 0.22% | Reduce -3.4% | 36,913 | $3.8M |
| MTM Investment Management, LLC | 1.34% | No change | 32,956 | $3.4M |
| JBR Co Financial Management Inc | 2.19% | Reduce -2.4% | 32,482 | $3.4M |
| Cetera Investment Advisers | 0.01% | Add +0.4% | 28,792 | $3.0M |
| MML Investors Services, LLC | 0.01% | Add +24.0% | 27,932 | $2.9M |
| Blair William & Co. | 0.01% | Reduce -2.9% | 26,650 | $2.8M |
| Truist Financial Corp. | 0.00% | Reduce -13.9% | 26,468 | $2.7M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -4.0% | 25,953 | $2.7M |
| B. Riley Wealth Advisors, Inc. | 0.07% | Reduce -9.1% | 25,488 | $2.6M |
| PFG Investments, LLC | 0.16% | Add +0.8% | 24,275 | $2.5M |
| G&S Capital LLC | 0.99% | Reduce -2.1% | 22,954 | $2.4M |
| MorganRosel Wealth Management, LLC | 0.77% | Reduce -0.1% | 22,748 | $2.3M |
| D.A. Davidson & Co. | 0.02% | Reduce -0.5% | 21,649 | $2.2M |
| Capital Investment Advisory Services, LLC | 0.20% | Add +4.1% | 20,121 | $2.1M |
| Waverly Advisors, LLC | 0.04% | Reduce -0.8% | 19,696 | $2.0M |
| Steward Partners Investment Advisory, LLC | 0.02% | Reduce -2.6% | 17,161 | $1.8M |
| MGB Wealth Management, LLC | 0.64% | Reduce -2.3% | 16,996 | $1.8M |
| Sovereign Financial Group, Inc. | 0.40% | Reduce -0.6% | 16,755 | $1.7M |
| Snowden Capital Advisors LLC | 0.05% | Reduce -1.7% | 16,741 | $1.7M |
| Forefront Analytics, LLC | 0.81% | No change | 16,690 | $1.7M |
| Raymond James Trust N.A. | 0.04% | Reduce -4.8% | 16,437 | $1.7M |
| Fort Point Capital Partners LLC | 0.21% | Reduce -1.0% | 16,331 | $1.7M |
| Focus Partners Wealth | 0.00% | Add +187.0% | 13,602 | $1.4M |
| Bridgewater Advisors Inc. | 0.13% | Reduce -21.2% | 11,607 | $1.2M |
| Citadel Advisors | 0.00% | Add +271.6% | 11,899 | $1.2M |
| Sowell Financial Services LLC | 0.05% | No change | 11,433 | $1.2M |
| Lanark Financial, Inc. | 0.10% | Reduce -4.8% | 11,370 | $1.2M |
| Baird Financial Group, Inc. | 0.00% | Add +9.6% | 10,845 | $1.1M |
| Benjamin Edwards Inc. | 0.02% | New | 10,666 | $1.1M |
| Arkadios Wealth Advisors | 0.06% | Add +112.6% | 10,227 | $1.1M |
| Private Advisory Group LLC | 0.13% | Add +1.5% | 9,650 | $996K |
| Kestra Advisory Services, LLC | 0.01% | Reduce -4.0% | 9,488 | $980K |
| Stephens Inc. | 0.01% | Reduce -1.5% | 9,308 | $961K |
| Private Advisor Group, LLC | 0.01% | Reduce -1.8% | 9,197 | $950K |
| Scotia Capital Inc. | 0.00% | Reduce -1.6% | 8,740 | $903K |
| Merit Financial Group, LLC | 0.02% | Reduce -33.7% | 8,725 | $901K |
| Carolinas Wealth Consulting LLC | 0.15% | Add +6.2% | 8,053 | $832K |
| Second Half Financial Partners, LLC | 0.41% | Add +0.0% | 7,578 | $782K |
| Focus Financial Network, Inc. | 0.03% | No change | 7,511 | $776K |
| WMS Partners, LLC | 0.04% | No change | 7,125 | $736K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -0.6% | 6,294 | $729K |
| Calton & Associates, Inc. | 0.28% | Reduce -50.9% | 7,034 | $726K |
| FMR LLC | 0.00% | Add +10.7% | 6,953 | $718K |
| Bokf, NA | 0.01% | No change | 6,642 | $685K |
| Geneos Wealth Management Inc. | 0.03% | Reduce -0.7% | 6,625 | $684K |
| Mill Creek Capital Advisors, LLC | 0.02% | Reduce -0.3% | 6,574 | $679K |
| Creative Planning | 0.00% | Add +7.2% | 5,921 | $611K |
| Eagle Bay Advisors LLC | 0.23% | No change | 5,761 | $595K |
| WealthBridge Capital Management, LLC | 0.17% | No change | 5,619 | $580K |
| Old Mission Capital LLC | 0.01% | New | 5,528 | $571K |
| EPG Wealth Management LLC | 0.14% | Add +0.0% | 5,446 | $562K |
| IFP Advisors, Inc | 0.02% | Add +16.4% | 5,394 | $557K |
| Northern Trust Corp. | 0.00% | Add +90.5% | 5,330 | $550K |
| Comerica Bank | 0.00% | No change | 5,322 | $550K |
| Millennium Capital Advisors, LLC | 0.35% | No change | 5,263 | $543K |
| Prosperity Financial Group, Inc. | 0.30% | No change | 5,158 | $533K |
| Atria Wealth Solutions, Inc. | 0.01% | No change | 5,133 | $530K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -16.3% | 4,970 | $513K |
| Cyndeo Wealth Partners, LLC | 0.04% | No change | 4,924 | $508K |
| CPC Advisors, LLC | 0.07% | Reduce -4.0% | 4,815 | $497K |
| Cibc World Market Inc. | 0.00% | Reduce -3.2% | 4,596 | $475K |
| Private Trust Co. NA | 0.05% | No change | 4,578 | $473K |
| Principle Wealth Partners LLC | 0.03% | No change | 4,395 | $454K |
| SPC Financial, Inc. | 0.04% | Reduce -8.0% | 4,375 | $452K |
| Baker Avenue Asset Management, LP | 0.01% | Reduce -1.9% | 4,276 | $442K |
| TKG Advisors, LLC | 0.21% | Reduce -3.3% | 4,173 | $431K |
| Nwam LLC | 0.03% | New | 4,021 | $415K |
| NWF Advisory Services Inc. | 0.06% | Reduce -4.8% | 4,020 | $415K |
| HighTower Advisors, LLC | 0.00% | Add +3.5% | 3,966 | $410K |
| Journey Strategic Wealth LLC | 0.01% | No change | 3,905 | $403K |
| Strategy Asset Managers LLC | 0.08% | Reduce -1.5% | 3,852 | $398K |
| Castle Rock Wealth Management, LLC | 0.09% | No change | 3,830 | $397K |
"% of holder's portfolio" is PDP's weight in each manager's 13F, not the share of Invesco Dorsey Wright Moment the manager owns.