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 |
| Nwam LLC | 0.03% | Reduce -0.5% | 4,001 | $431K |
| HighTower Advisors, LLC | 0.00% | Add +0.3% | 3,976 | $428K |
| Strategy Asset Managers LLC | 0.08% | No change | 3,852 | $415K |
| SPC Financial, Inc. | 0.04% | Reduce -12.5% | 3,830 | $412K |
| World Investment Advisors | 0.01% | Add +12.6% | 3,712 | $399K |
| Spire Wealth Management | 0.01% | Reduce -3.4% | 3,693 | $397K |
| Old Mission Capital LLC | 0.01% | Reduce -35.0% | 3,596 | $387K |
| Journey Strategic Wealth LLC | 0.01% | Reduce -9.0% | 3,554 | $382K |
| Trinity Wealth Management, LLC | 0.17% | Reduce -4.1% | 3,528 | $380K |
| Castle Rock Wealth Management, LLC | 0.09% | Reduce -15.7% | 3,230 | $374K |
| Sapient Capital LLC | 0.01% | No change | 3,454 | $372K |
| Claris Financial LLC | 0.24% | — | 3,448 | $371K |
| Cwm, LLC | 0.00% | Add +73.9% | 3,423 | $368K |
| Golden Road Advisors LLC | 0.26% | No change | 3,235 | $348K |
| Global Assets Advisory, LLC | 0.19% | No change | 3,200 | $345K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 3,196 | $344K |
| Pacific Sun Financial Corp | 0.18% | No change | 3,072 | $331K |
| Realta Investment Advisors | 0.13% | Add +15.8% | 2,965 | $325K |
| Financial Advocates Investment Management | 0.02% | No change | 3,000 | $323K |
| Morling Financial Advisors, LLC | 0.11% | No change | 2,933 | $316K |
| Equitable Holdings, Inc. | 0.00% | Reduce -16.4% | 2,916 | $314K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 2,898 | $312K |
| True North Advisors, LLC | 0.07% | No change | 2,874 | $309K |
| OneDigital Investment Advisors LLC | 0.00% | New | 2,846 | $306K |
| Modern Wealth Management, LLC | 0.01% | New | 2,831 | $305K |
| Selective Wealth Management, Inc. | 0.12% | No change | 2,798 | $304K |
| Brookstone Capital Management | 0.00% | Reduce -2.4% | 2,820 | $303K |
| Keystone Financial Group | 0.03% | No change | 2,773 | $298K |
| National Bank of Canada | 0.00% | Add +6.4% | 2,750 | $296K |
| Corient Private Wealth LP | 0.00% | Add +0.1% | 2,733 | $294K |
| Kingsview Wealth Management, LLC | 0.01% | No change | 2,600 | $280K |
| First City Capital Management, Inc. | 0.15% | No change | 2,585 | $278K |
| Astoria Portfolio Advisors LLC. | 0.09% | No change | 2,416 | $263K |
| Apollon Financial, LLC | 0.07% | No change | 2,432 | $262K |
| Welch & Forbes LLC | 0.00% | No change | 2,419 | $260K |
| Transform Wealth, LLC | 0.01% | New | 2,348 | $253K |
| Citigroup Inc. | 0.00% | Reduce -3.5% | 2,268 | $244K |
| Shilanski & Associates, Inc. | 0.08% | No change | 2,221 | $239K |
| Koshinski Asset Management, Inc. | 0.02% | No change | 2,190 | $236K |
| Concourse Financial Group Securities, Inc. | 0.01% | No change | 2,015 | $233K |
| Smith, Moore & Co. | 0.02% | Add +0.1% | 2,123 | $228K |
| HRT Financial LP | 0.00% | New | 2,123 | $228K |
| Heritage Trust Co | 0.03% | — | 2,095 | $225K |
| Delta Investment Management, LLC | 0.04% | Add +0.1% | 2,066 | $222K |
| Post Resch Tallon Group Inc. | 0.21% | — | 2,000 | $216K |
| CWC Advisors, LLC. | 0.22% | No change | 2,006 | $216K |
| Mirador Capital Partners LP | 0.04% | No change | 2,000 | $215K |
| Vista Capital Partners, Inc. | 0.03% | No change | 2,000 | $215K |
| Visionary Wealth Advisors | 0.01% | No change | 1,950 | $210K |
| Trueblood Wealth Management, LLC | 0.10% | Reduce -1.0% | 1,948 | $210K |
| Affinity Wealth Management LLC | 0.04% | New | 1,863 | $200K |
| AE Wealth Management LLC | 0.00% | New | 1,833 | $197K |
| BankPlus Trust Department | 0.06% | — | 1,832 | $197K |
| Jones Financial Companies LLLP | 0.00% | Add +124.8% | 1,792 | $193K |
| Harbor Investment Advisory, LLC | 0.02% | No change | 1,790 | $193K |
| Allworth Financial LP | 0.00% | Add +15.2% | 1,328 | $154K |
| Founders Financial Alliance, LLC | 0.04% | Add +0.1% | 1,365 | $147K |
| Farther Finance Advisors, LLC | 0.01% | New | 1,340 | $144K |
| Wagner Wealth Management, LLC | 0.03% | No change | 1,185 | $128K |
| Silver Oak Securities, Incorporated | 0.01% | Add +468.6% | 1,177 | $128K |
| Salomon & Ludwin, LLC | 0.01% | Reduce -12.3% | 1,144 | $123K |
| MCF Advisors LLC | 0.01% | No change | 1,140 | $123K |
| HHM Wealth Advisors, LLC | 0.01% | No change | 1,010 | $109K |
| Tortoise Investment Management, LLC | 0.01% | No change | 1,000 | $108K |
| Fifth Third Bancorp | 0.00% | No change | 927 | $100K |
| Anchor Investment Management, LLC | 0.01% | No change | 855 | $92K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 800 | $86K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -54.5% | 747 | $80K |
| Harbour Investments, Inc. | 0.00% | Add +206.2% | 594 | $64K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 510 | $56K |
| Parallel Advisors, LLC | 0.00% | No change | 466 | $50K |
| Hexagon Capital Partners LLC | 0.01% | No change | 400 | $43K |
| Capital Investment Counsel, Inc | 0.01% | Reduce -16.1% | 392 | $42K |
| GeoWealth Management, LLC | 0.00% | New | 377 | $41K |
| Creative Financial Designs Inc. | 0.00% | No change | 356 | $38K |
| Barrett & Company, Inc. | 0.01% | No change | 300 | $32K |
| MAI Capital Management | 0.00% | New | 300 | $32K |
| Russell Investments Group, Ltd. | 0.00% | New | 295 | $32K |
| Bank of Montreal | 0.00% | Reduce -8.0% | 288 | $31K |
| Keener Financial Planning LLC | 0.02% | New | 251 | $27K |
| FSC Wealth Advisors, LLC | 0.01% | No change | 203 | $22K |
| Park Square Financial Group, LLC | 0.01% | — | 201 | $22K |
| LRI Investments, LLC | 0.00% | No change | 200 | $22K |
| Frazier Financial Advisors, LLC | 0.01% | No change | 174 | $19K |
| Quest 10 Wealth Builders, Inc. | 0.02% | — | 157 | $17K |
| Putney Financial Group LLC | 0.01% | — | 133 | $14K |
| Eastern Bank | 0.00% | No change | 120 | $13K |
| MV Capital Management, Inc. | 0.00% | No change | 117 | $13K |
| Bogart Wealth, LLC | 0.00% | No change | 114 | $12K |
| Principal Securities, Inc. | 0.00% | No change | 109 | $12K |
| Smartleaf Asset Management LLC | 0.00% | No change | 101 | $11K |
| WFA Asset Management Corp | 0.01% | No change | 100 | $11K |
| Broadwater Capital Management LLC | 0.01% | No change | 95 | $10K |
| Abound Wealth Management | 0.00% | No change | 80 | $9K |
| Investors Research Corp | 0.00% | No change | 75 | $8K |
| Transce3nd, LLC | 0.00% | — | 61 | $7K |
| Larson Financial Group LLC | 0.00% | No change | 57 | $6K |
| Golden State Wealth Management, LLC | 0.00% | — | 45 | $5K |
| Atlas Capital Advisors Inc. | 0.00% | No change | 44 | $5K |
| Element Wealth, LLC | 0.00% | New | 43 | $5K |
| Cedar Mountain Advisors, LLC | 0.00% | No change | 28 | $3K |
| Register Financial Advisors LLC | 0.00% | No change | 12 | $1K |
| Lanark Financial, Inc. | 0.11% | — | 11 | $1K |
| Capital Analysts, LLC | 0.00% | No change | 12 | $1K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 9 | $968 |
| Elevation Wealth Partners, LLC | 0.00% | No change | 6 | $646 |
| Runnymede Capital Advisors, Inc. | 0.00% | — | 3 | $323 |
"% of holder's portfolio" is PDP's weight in each manager's 13F, not the share of Invesco Dorsey Wright Moment the manager owns.