Invesco Dorsey Wright MomentPDPETF
13F holders, Q4 2024 (December 31)207holders +18
17new positions
7sold out
1famous investor
$107.63avg. 13F price*
At the end of Q4 2024, 207 institutions reported holding Invesco Dorsey Wright Moment (PDP) in their 13F filings, up 18 from Q3 2024. 17 opened new positions and 7 sold out. The largest holders were Raymond James Financial Inc. ($80.5M), Morgan Stanley ($75.5M) and Wells Fargo & Company ($59.5M). 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 17 | $10.5M |
| Exits | 7 | $3.1M |
All 13F filers, Q3 2024 → Q4 2024: 215,482 shares bought and 226,243 shares sold, net −10,761 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 207 holders
| Raymond James Financial Inc. | 0.03% | — | 747,904 | $80.5M |
| Morgan Stanley | 0.01% | Reduce -1.5% | 702,067 | $75.5M |
| Wells Fargo & Company | 0.01% | Reduce -0.3% | 553,236 | $59.5M |
| Bank of America Corp. | 0.00% | Reduce -2.2% | 452,878 | $48.7M |
| Commonwealth Equity Services, LLC | 0.06% | Reduce -5.3% | 392,556 | $42.2M |
| Royal Bank of Canada | 0.01% | Add +1.3% | 341,375 | $36.7M |
| NewSquare Capital LLC | 2.90% | Reduce -2.2% | 337,250 | $36.3M |
| UBS Group AG | 0.01% | Add +17.2% | 307,142 | $33.1M |
| LPL Financial LLC | 0.01% | Reduce -10.7% | 231,903 | $25.0M |
| Janney Montgomery Scott LLC | 0.05% | Add +3.6% | 181,672 | $19.6M |
| Prospera Financial Services Inc | 0.45% | Reduce -11.7% | 177,755 | $19.1M |
| Savant Capital, LLC | 0.13% | Reduce -4.7% | 155,049 | $16.7M |
| Ameriprise Financial Inc. | 0.00% | Reduce -11.7% | 145,455 | $15.7M |
| Strid Group, LLC | 2.04% | Reduce -1.1% | 121,692 | $13.1M |
| NewEdge Advisors, LLC | 0.07% | Reduce -2.0% | 101,904 | $11.0M |
| Rockefeller Capital Management L.P. | 0.03% | Reduce -4.4% | 98,460 | $10.6M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -2.0% | 88,924 | $9.6M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Reduce -2.0% | 86,586 | $9.3M |
| JPMorgan Chase & Co. | 0.00% | Add +0.5% | 84,464 | $9.1M |
| Stifel Financial Corp. | 0.01% | Reduce -0.7% | 79,258 | $8.5M |
| LJI Wealth Management, LLC | 1.42% | Reduce -27.4% | 67,188 | $7.2M |
| Osaic Holdings, Inc. | 0.02% | Reduce -6.8% | 65,900 | $7.1M |
| Tradition Wealth Management, LLC | 0.61% | Reduce -0.6% | 63,878 | $6.9M |
| Institute for Wealth Management, LLC. | 0.63% | Reduce -2.7% | 46,602 | $5.0M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +2.6% | 40,320 | $4.3M |
| EP Wealth Advisors, LLC | 0.03% | Reduce -0.1% | 37,078 | $4.0M |
| Osborne Partners Capital Management, LLC | 0.23% | No change | 36,913 | $4.0M |
| Win Advisors, Inc. | 1.88% | New | 36,050 | $3.9M |
| MTM Investment Management, LLC | 1.35% | Reduce -0.9% | 32,656 | $3.5M |
| JBR Co Financial Management Inc | 2.14% | Add +0.3% | 32,596 | $3.5M |
| MML Investors Services, LLC | 0.01% | Add +11.3% | 31,102 | $3.3M |
| Truist Financial Corp. | 0.01% | Add +11.7% | 29,558 | $3.2M |
| Mercer Global Advisors Inc. | 0.01% | Add +4.8% | 27,208 | $2.9M |
| Blair William & Co. | 0.01% | Reduce -1.4% | 26,275 | $2.8M |
| B. Riley Wealth Advisors, Inc. | 0.09% | Add +0.9% | 25,713 | $2.8M |
| Cetera Investment Advisers | 0.01% | Reduce -11.8% | 25,390 | $2.7M |
| G&S Capital LLC | 1.11% | Add +8.8% | 24,977 | $2.7M |
| D.A. Davidson & Co. | 0.02% | Add +6.6% | 23,076 | $2.5M |
| PFG Investments, LLC | 0.15% | Reduce -6.6% | 22,665 | $2.4M |
| Financial Management Professionals, Inc. | 0.31% | New | 22,585 | $2.4M |
| MorganRosel Wealth Management, LLC | 0.80% | Reduce -0.7% | 22,583 | $2.4M |
| Capital Investment Advisory Services, LLC | 0.21% | No change | 20,121 | $2.2M |
| Waverly Advisors, LLC | 0.03% | Reduce -3.8% | 18,951 | $2.0M |
| MGB Wealth Management, LLC | 0.63% | Add +11.2% | 18,896 | $2.0M |
| Global Retirement Partners, LLC | 0.06% | Add +9603.2% | 17,951 | $1.9M |
| Kelly Financial Group LLC | 0.66% | — | 17,309 | $1.9M |
| Sovereign Financial Group, Inc. | 0.41% | Add +0.0% | 16,760 | $1.8M |
| Snowden Capital Advisors LLC | 0.06% | No change | 16,741 | $1.8M |
| Fort Point Capital Partners LLC | 0.19% | Reduce -1.8% | 16,039 | $1.7M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -8.8% | 15,657 | $1.7M |
| Calton & Associates, Inc. | 0.68% | Add +102.8% | 14,262 | $1.5M |
| Focus Partners Wealth | 0.00% | Reduce -0.0% | 13,599 | $1.5M |
| Merit Financial Group, LLC | 0.02% | Add +39.6% | 12,178 | $1.3M |
| Kestra Advisory Services, LLC | 0.01% | Add +26.4% | 11,997 | $1.3M |
| Bridgewater Advisors Inc. | 0.13% | No change | 11,607 | $1.3M |
| Sowell Financial Services LLC | 0.07% | Add +1.0% | 11,543 | $1.2M |
| Baird Financial Group, Inc. | 0.00% | Reduce -1.4% | 10,697 | $1.2M |
| Susquehanna International Group, LLP | 0.00% | Add +225.9% | 10,252 | $1.1M |
| Arkadios Wealth Advisors | 0.06% | Add +0.1% | 10,236 | $1.1M |
| Benjamin Edwards Inc. | 0.02% | Reduce -6.3% | 9,990 | $1.1M |
| Harvest Investment Services, LLC | 0.26% | New | 9,771 | $1.1M |
| Private Advisory Group LLC | 0.11% | Reduce -4.6% | 9,206 | $991K |
| Citadel Advisors | 0.00% | Reduce -24.5% | 8,983 | $967K |
| Scotia Capital Inc. | 0.00% | Reduce -0.3% | 8,718 | $939K |
| Stephens Inc. | 0.01% | Reduce -6.7% | 8,682 | $934K |
| Private Advisor Group, LLC | 0.01% | Reduce -6.9% | 8,566 | $922K |
| Ibex Wealth Advisors | 0.10% | New | 8,288 | $892K |
| Carolinas Wealth Consulting LLC | 0.17% | No change | 8,053 | $867K |
| Integrity Alliance, Llc. | 0.09% | — | 7,785 | $838K |
| FMR LLC | 0.00% | Add +9.7% | 7,625 | $821K |
| Second Half Financial Partners, LLC | 0.40% | Add +0.0% | 7,581 | $816K |
| Focus Financial Network, Inc. | 0.03% | Reduce -2.0% | 7,362 | $792K |
| WMS Partners, LLC | 0.04% | No change | 7,125 | $767K |
| Mill Creek Capital Advisors, LLC | 0.02% | No change | 6,574 | $707K |
| PMG Wealth Management, Inc. | 0.63% | — | 6,414 | $690K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -3.6% | 6,070 | $690K |
| Bokf, NA | 0.01% | Reduce -3.2% | 6,431 | $688K |
| Geneos Wealth Management Inc. | 0.02% | Reduce -4.4% | 6,332 | $681K |
| Jane Street Group, LLC | 0.00% | Add +96.7% | 5,870 | $632K |
| Creative Planning | 0.00% | Reduce -1.2% | 5,848 | $629K |
| Eagle Bay Advisors LLC | 0.39% | No change | 5,761 | $620K |
| WealthBridge Capital Management, LLC | 0.17% | Reduce -0.8% | 5,575 | $600K |
| EPG Wealth Management LLC | 0.15% | Add +0.1% | 5,452 | $587K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +8.2% | 5,376 | $579K |
| Comerica Bank | 0.00% | No change | 5,322 | $573K |
| Millennium Capital Advisors, LLC | 0.39% | No change | 5,263 | $566K |
| Prosperity Financial Group, Inc. | 0.28% | Add +0.1% | 5,165 | $556K |
| Atria Wealth Solutions, Inc. | 0.01% | No change | 5,133 | $552K |
| Cyndeo Wealth Partners, LLC | 0.04% | Add +0.0% | 4,925 | $530K |
| CPC Advisors, LLC | 0.07% | No change | 4,815 | $518K |
| Kiker Wealth Management, LLC | 0.41% | — | 4,658 | $501K |
| IFP Advisors, Inc | 0.02% | Reduce -14.1% | 4,633 | $498K |
| Cibc World Market Inc. | 0.00% | No change | 4,596 | $495K |
| Private Trust Co. NA | 0.05% | No change | 4,578 | $493K |
| Capital Wealth Alliance, LLC | 0.27% | New | 4,436 | $478K |
| Baker Avenue Asset Management, LP | 0.01% | Add +2.9% | 4,399 | $473K |
| Principle Wealth Partners LLC | 0.03% | No change | 4,395 | $473K |
| TKG Advisors, LLC | 0.22% | Reduce -2.4% | 4,074 | $471K |
| Lord & Richards Wealth Management, LLC | 0.98% | — | 4,315 | $464K |
| &partners | 0.01% | Add +8.8% | 4,076 | $447K |
"% of holder's portfolio" is PDP's weight in each manager's 13F, not the share of Invesco Dorsey Wright Moment the manager owns.