Invesco Dorsey Wright MomentPDPETF
13F holders, Q1 2025 (March 31)209holders +2
19new positions
15sold out
1famous investor
$99.99avg. 13F price*
At the end of Q1 2025, 209 institutions reported holding Invesco Dorsey Wright Moment (PDP) in their 13F filings, up 2 from Q4 2024. 19 opened new positions and 15 sold out. The largest holders were Raymond James Financial Inc. ($68.2M), Morgan Stanley ($68.0M) and Wells Fargo & Company ($53.4M). 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 19 | $27.8M |
| Exits | 15 | $7.2M |
All 13F filers, Q4 2024 → Q1 2025: 549,601 shares bought and 331,298 shares sold, net +218,303 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 209 holders
| Raymond James Financial Inc. | 0.03% | Reduce -8.8% | 682,198 | $68.2M |
| Morgan Stanley | 0.00% | Reduce -3.1% | 679,968 | $68.0M |
| Wells Fargo & Company | 0.01% | Reduce -3.5% | 533,967 | $53.4M |
| Bank of America Corp. | 0.00% | Reduce -1.2% | 447,292 | $44.7M |
| Commonwealth Equity Services, LLC | 0.05% | Reduce -2.3% | 383,666 | $38.4M |
| LPL Financial LLC | 0.01% | Add +52.7% | 354,067 | $35.4M |
| Royal Bank of Canada | 0.01% | Add +2.4% | 349,488 | $34.9M |
| NewSquare Capital LLC | 2.68% | Reduce -2.7% | 328,030 | $32.8M |
| UBS Group AG | 0.01% | Reduce -18.2% | 251,196 | $25.1M |
| Summit Financial, LLC | 0.57% | New | 204,941 | $20.5M |
| Janney Montgomery Scott LLC | 0.05% | Reduce -0.6% | 180,659 | $18.1M |
| Prospera Financial Services Inc | 0.41% | Reduce -0.6% | 176,740 | $17.7M |
| Savant Capital, LLC | 0.13% | Reduce -4.8% | 147,604 | $14.8M |
| Ameriprise Financial Inc. | 0.00% | Reduce -12.3% | 127,505 | $12.8M |
| Strid Group, LLC | 1.84% | Reduce -2.5% | 118,716 | $11.9M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +17.0% | 101,271 | $10.1M |
| Rockefeller Capital Management L.P. | 0.03% | Add +2.7% | 101,128 | $10.1M |
| NewEdge Advisors, LLC | 0.06% | Reduce -3.7% | 98,118 | $9.8M |
| JPMorgan Chase & Co. | 0.00% | Add +5.6% | 89,169 | $8.9M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -3.3% | 86,009 | $8.6M |
| Stifel Financial Corp. | 0.01% | Reduce -0.2% | 79,125 | $7.9M |
| Farther Finance Advisors, LLC | 0.18% | Add +5209.6% | 71,148 | $7.1M |
| LJI Wealth Management, LLC | 1.41% | Add +5.3% | 70,720 | $7.1M |
| Osaic Holdings, Inc. | 0.01% | Add +1.6% | 66,967 | $6.7M |
| Tradition Wealth Management, LLC | 0.58% | Add +2.7% | 65,603 | $6.6M |
| Institute for Wealth Management, LLC. | 0.60% | Reduce -0.0% | 46,597 | $4.7M |
| MML Investors Services, LLC | 0.01% | Add +25.6% | 39,072 | $3.9M |
| EP Wealth Advisors, LLC | 0.03% | Reduce -0.7% | 36,829 | $3.7M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -9.2% | 36,608 | $3.7M |
| Osborne Partners Capital Management, LLC | 0.21% | Reduce -1.4% | 36,383 | $3.6M |
| MTM Investment Management, LLC | 1.26% | Reduce -0.8% | 32,406 | $3.3M |
| JBR Co Financial Management Inc | 1.81% | Reduce -5.0% | 30,961 | $3.1M |
| B. Riley Wealth Advisors, Inc. | 0.09% | Add +12.3% | 28,875 | $2.9M |
| Truist Financial Corp. | 0.00% | Reduce -2.9% | 28,693 | $2.9M |
| G&S Capital LLC | 1.15% | Add +8.4% | 27,074 | $2.7M |
| Blair William & Co. | 0.01% | Reduce -0.0% | 26,270 | $2.6M |
| Cetera Investment Advisers | 0.01% | Add +2.8% | 26,103 | $2.6M |
| D.A. Davidson & Co. | 0.02% | Reduce -0.6% | 22,938 | $2.3M |
| PFG Investments, LLC | 0.14% | Reduce -0.7% | 22,512 | $2.3M |
| MorganRosel Wealth Management, LLC | 0.67% | Reduce -2.5% | 22,013 | $2.2M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -25.3% | 20,327 | $2.0M |
| Capital Investment Advisory Services, LLC | 0.18% | No change | 20,121 | $2.0M |
| BNP Paribas Financial Markets | 0.00% | New | 20,000 | $2.0M |
| MGB Wealth Management, LLC | 0.71% | Add +3.8% | 19,621 | $2.0M |
| Waverly Advisors, LLC | 0.02% | Add +0.0% | 18,954 | $1.9M |
| Sovereign Financial Group, Inc. | 0.39% | Add +1.3% | 16,982 | $1.7M |
| Kelly Financial Group LLC | 0.53% | Reduce -2.8% | 16,824 | $1.7M |
| Snowden Capital Advisors LLC | 0.05% | Reduce -0.2% | 16,713 | $1.7M |
| Fort Point Capital Partners LLC | 0.18% | Add +2.8% | 16,490 | $1.6M |
| Financial Management Professionals, Inc. | 0.20% | Reduce -29.3% | 15,974 | $1.6M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +2.0% | 15,966 | $1.6M |
| Calton & Associates, Inc. | 0.35% | Add +7.4% | 15,314 | $1.5M |
| Focus Partners Wealth | 0.00% | Reduce -4.3% | 13,007 | $1.3M |
| Kestra Advisory Services, LLC | 0.01% | Add +0.2% | 12,017 | $1.2M |
| Citadel Advisors | 0.00% | Add +30.5% | 11,720 | $1.2M |
| Bridgewater Advisors Inc. | 0.10% | No change | 11,607 | $1.2M |
| Sowell Financial Services LLC | 0.05% | No change | 11,543 | $1.2M |
| Flow Traders U.S. LLC | 0.05% | New | 11,222 | $1.1M |
| Arkadios Wealth Advisors | 0.04% | Add +0.0% | 10,239 | $1.0M |
| Benjamin Edwards Inc. | 0.01% | Add +2.3% | 10,220 | $1.0M |
| Lanark Financial, Inc. | 0.08% | — | 9,930 | $992K |
| Merit Financial Group, LLC | 0.01% | Reduce -19.7% | 9,779 | $978K |
| Susquehanna International Group, LLP | 0.00% | Reduce -6.0% | 9,636 | $963K |
| Harvest Investment Services, LLC | 0.27% | Reduce -2.2% | 9,556 | $955K |
| HB Wealth Management, LLC | 0.01% | New | 9,265 | $926K |
| Global Assets Advisory, LLC | 0.17% | Add +200.0% | 9,600 | $917K |
| Private Advisory Group LLC | 0.10% | Reduce -3.3% | 8,903 | $890K |
| Integrity Alliance, Llc. | 0.03% | Add +11.4% | 8,671 | $867K |
| Baird Financial Group, Inc. | 0.00% | Reduce -19.0% | 8,665 | $866K |
| Jane Street Group, LLC | 0.00% | Add +41.2% | 8,288 | $829K |
| Carolinas Wealth Consulting LLC | 0.18% | Add +2.8% | 8,282 | $828K |
| Stephens Inc. | 0.01% | Reduce -6.0% | 8,162 | $816K |
| PMG Wealth Management, Inc. | 0.85% | Add +24.9% | 8,008 | $801K |
| Scotia Capital Inc. | 0.00% | Reduce -8.4% | 7,983 | $798K |
| Goldman Sachs Group Inc. | 0.00% | New | 7,754 | $775K |
| FMR LLC | 0.00% | Add +0.7% | 7,680 | $768K |
| Second Half Financial Partners, LLC | 0.36% | Reduce -3.1% | 7,348 | $735K |
| Focus Financial Network, Inc. | 0.03% | Reduce -1.0% | 7,289 | $729K |
| Mill Creek Capital Advisors, LLC | 0.02% | No change | 6,574 | $657K |
| Mullooly Asset Management, Inc. | 0.30% | — | 6,549 | $655K |
| Private Advisor Group, LLC | 0.00% | Reduce -23.6% | 6,546 | $654K |
| Bokf, NA | 0.01% | No change | 6,431 | $643K |
| Geneos Wealth Management Inc. | 0.02% | No change | 6,332 | $633K |
| Sanctuary Advisors, LLC | 0.00% | Add +0.0% | 6,071 | $607K |
| Creative Planning | 0.00% | Add +2.0% | 5,966 | $596K |
| Tower Research Capital LLC (TRC) | 0.02% | Add +679.0% | 5,819 | $582K |
| Eagle Bay Advisors LLC | 0.49% | No change | 5,761 | $576K |
| Kiker Wealth Management, LLC | 0.38% | Add +19.9% | 5,585 | $558K |
| WealthBridge Capital Management, LLC | 0.16% | No change | 5,575 | $557K |
| Capital Wealth Alliance, LLC | 0.33% | Add +24.8% | 5,534 | $553K |
| EPG Wealth Management LLC | 0.15% | Add +0.1% | 5,455 | $545K |
| Millennium Capital Advisors, LLC | 0.39% | No change | 5,263 | $526K |
| Prosperity Financial Group, Inc. | 0.26% | Reduce -0.1% | 5,158 | $516K |
| Atria Wealth Solutions, Inc. | 0.01% | No change | 5,133 | $513K |
| Cyndeo Wealth Partners, LLC | 0.03% | No change | 4,925 | $492K |
| CPC Advisors, LLC | 0.07% | No change | 4,815 | $481K |
| IFP Advisors, Inc | 0.01% | Add +2.4% | 4,746 | $474K |
| Cibc World Market Inc. | 0.00% | No change | 4,596 | $460K |
| Realta Investment Advisors | 0.21% | Add +53.1% | 4,541 | $454K |
| Private Trust Co. NA | 0.05% | Reduce -1.2% | 4,522 | $452K |
"% of holder's portfolio" is PDP's weight in each manager's 13F, not the share of Invesco Dorsey Wright Moment the manager owns.