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 |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -17.8% | 4,420 | $442K |
| Principle Wealth Partners LLC | 0.03% | No change | 4,395 | $439K |
| Comerica Bank | 0.00% | Reduce -17.9% | 4,368 | $437K |
| Baker Avenue Asset Management, LP | 0.01% | Reduce -1.9% | 4,315 | $431K |
| NWF Advisory Services Inc. | 0.06% | New | 4,020 | $402K |
| TKG Advisors, LLC | 0.19% | Reduce -5.3% | 3,859 | $386K |
| SPC Financial, Inc. | 0.03% | No change | 3,830 | $383K |
| Strategy Asset Managers LLC | 0.08% | Reduce -3.0% | 3,738 | $374K |
| Claris Financial LLC | 0.24% | No change | 3,448 | $371K |
| Spire Wealth Management | 0.01% | No change | 3,693 | $369K |
| &partners | 0.00% | Reduce -9.5% | 3,688 | $367K |
| Signal Advisors Wealth, LLC | 0.03% | New | 3,558 | $356K |
| Journey Strategic Wealth LLC | 0.01% | No change | 3,554 | $355K |
| HighTower Advisors, LLC | 0.00% | Reduce -10.6% | 3,553 | $355K |
| Cwm, LLC | 0.00% | Add +2.5% | 3,510 | $351K |
| Trinity Wealth Management, LLC | 0.16% | Reduce -1.1% | 3,489 | $349K |
| Sapient Capital LLC | 0.01% | No change | 3,454 | $345K |
| IHT Wealth Management, LLC | 0.01% | New | 3,416 | $341K |
| World Investment Advisors | 0.01% | Reduce -8.7% | 3,391 | $339K |
| Lord & Richards Wealth Management, LLC | 0.38% | Reduce -22.1% | 3,361 | $336K |
| PNC Financial Services Group, Inc. | 0.00% | Add +2.0% | 3,261 | $326K |
| Castle Rock Wealth Management, LLC | 0.09% | No change | 3,230 | $324K |
| Golden Road Advisors LLC | 0.25% | No change | 3,235 | $323K |
| World Equity Group, Inc. | 0.09% | New | 3,199 | $320K |
| Financial Advocates Investment Management | 0.02% | No change | 3,000 | $300K |
| Pacific Sun Financial Corp | 0.17% | Reduce -3.3% | 2,972 | $297K |
| Dale Q Rice Investment Management Ltd | 0.15% | New | 2,948 | $295K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +1.5% | 2,942 | $294K |
| Morling Financial Advisors, LLC | 0.10% | No change | 2,933 | $293K |
| Equitable Holdings, Inc. | 0.00% | No change | 2,916 | $292K |
| Advisory Services Network, LLC | 0.01% | New | 2,909 | $291K |
| Kingsview Wealth Management, LLC | 0.01% | Add +10.6% | 2,876 | $288K |
| True North Advisors, LLC | 0.05% | No change | 2,874 | $287K |
| Modern Wealth Management, LLC | 0.01% | No change | 2,831 | $283K |
| Jones Financial Companies LLLP | 0.00% | Add +55.6% | 2,789 | $278K |
| National Bank of Canada | 0.00% | No change | 2,750 | $275K |
| Post Resch Tallon Group Inc. | 0.28% | Add +36.5% | 2,730 | $272K |
| Apollon Financial, LLC | 0.06% | Add +11.7% | 2,716 | $272K |
| Nwam LLC | 0.02% | Reduce -32.9% | 2,685 | $268K |
| Selective Wealth Management, Inc. | 0.12% | No change | 2,798 | $267K |
| Brookstone Capital Management | 0.00% | Reduce -6.2% | 2,645 | $264K |
| Corient Private Wealth LP | 0.00% | Reduce -5.1% | 2,594 | $259K |
| First City Capital Management, Inc. | 0.15% | No change | 2,585 | $258K |
| J.W. Cole Advisors, Inc. | 0.01% | New | 2,526 | $253K |
| Welch & Forbes LLC | 0.00% | No change | 2,419 | $242K |
| Shilanski & Associates, Inc. | 0.07% | No change | 2,221 | $222K |
| Keystone Financial Group | 0.02% | Reduce -20.7% | 2,200 | $220K |
| Citigroup Inc. | 0.00% | Reduce -3.3% | 2,194 | $219K |
| Koshinski Asset Management, Inc. | 0.02% | No change | 2,190 | $219K |
| Smith, Moore & Co. | 0.02% | No change | 2,123 | $212K |
| Heritage Trust Co | 0.03% | No change | 2,095 | $209K |
| Delta Investment Management, LLC | 0.04% | Add +0.1% | 2,067 | $207K |
| Affinity Wealth Management LLC | 0.04% | Add +10.4% | 2,057 | $206K |
| CWC Advisors, LLC. | 0.11% | No change | 2,006 | $201K |
| BankPlus Trust Department | 0.06% | No change | 1,832 | $183K |
| Harbor Investment Advisory, LLC | 0.02% | No change | 1,790 | $179K |
| AE Wealth Management LLC | 0.00% | Reduce -4.9% | 1,743 | $174K |
| Allworth Financial LP | 0.00% | Add +21.6% | 1,615 | $160K |
| Wagner Wealth Management, LLC | 0.03% | Add +0.1% | 1,186 | $119K |
| MCF Advisors LLC | 0.01% | No change | 1,140 | $114K |
| HHM Wealth Advisors, LLC | 0.01% | No change | 1,010 | $101K |
| Tortoise Investment Management, LLC | 0.01% | No change | 1,000 | $100K |
| Fifth Third Bancorp | 0.00% | No change | 927 | $93K |
| Anchor Investment Management, LLC | 0.01% | No change | 855 | $85K |
| Founders Financial Alliance, LLC | 0.02% | Reduce -41.3% | 802 | $80K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 800 | $80K |
| WealthShield Partners, LLC | 0.01% | New | 700 | $70K |
| Costello Asset Management, INC | 0.03% | New | 630 | $63K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 600 | $60K |
| Harbour Investments, Inc. | 0.00% | No change | 594 | $59K |
| Salomon & Ludwin, LLC | 0.01% | Reduce -53.9% | 528 | $53K |
| Parallel Advisors, LLC | 0.00% | No change | 466 | $47K |
| Hexagon Capital Partners LLC | 0.01% | No change | 400 | $40K |
| Capital Investment Counsel, Inc | 0.01% | No change | 392 | $39K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -19.6% | 410 | $37K |
| Creative Financial Designs Inc. | 0.00% | No change | 356 | $36K |
| Barrett & Company, Inc. | 0.01% | No change | 300 | $30K |
| MAI Capital Management | 0.00% | No change | 300 | $30K |
| Russell Investments Group, Ltd. | 0.00% | No change | 295 | $29K |
| Bank of Montreal | 0.00% | Reduce -12.8% | 251 | $25K |
| Keener Financial Planning LLC | 0.02% | No change | 251 | $25K |
| FSC Wealth Advisors, LLC | 0.01% | No change | 203 | $20K |
| LRI Investments, LLC | 0.00% | No change | 200 | $20K |
| Park Square Financial Group, LLC | 0.01% | Reduce -7.0% | 187 | $19K |
| Frazier Financial Advisors, LLC | 0.01% | No change | 174 | $17K |
| Quest 10 Wealth Builders, Inc. | 0.02% | No change | 157 | $16K |
| Putney Financial Group LLC | 0.01% | No change | 133 | $13K |
| Eastern Bank | 0.00% | No change | 120 | $12K |
| Principal Securities, Inc. | 0.00% | No change | 109 | $12K |
| MV Capital Management, Inc. | 0.00% | No change | 117 | $12K |
| Bogart Wealth, LLC | 0.00% | No change | 114 | $11K |
| Smartleaf Asset Management LLC | 0.00% | No change | 101 | $10K |
| Hazlett, Burt & Watson, Inc. | 0.00% | New | 100 | $10K |
| WFA Asset Management Corp | 0.01% | No change | 100 | $10K |
| Plante Moran Financial Advisors, LLC | 0.00% | New | 96 | $10K |
| Broadwater Capital Management LLC | 0.01% | No change | 95 | $9K |
| Main Street Group, LTD | 0.00% | New | 90 | $9K |
| Abound Wealth Management | 0.00% | No change | 80 | $8K |
| Investors Research Corp | 0.00% | No change | 75 | $7K |
| Larson Financial Group LLC | 0.00% | No change | 57 | $6K |
| Transce3nd, LLC | 0.00% | Reduce -19.7% | 49 | $5K |
| Golden State Wealth Management, LLC | 0.00% | No change | 45 | $4K |
| Atlas Capital Advisors Inc. | 0.00% | No change | 44 | $4K |
| Cedar Mountain Advisors, LLC | 0.00% | No change | 28 | $3K |
| Register Financial Advisors LLC | 0.00% | No change | 12 | $1K |
| Sound Income Strategies, LLC | 0.00% | New | 10 | $1K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 9 | $900 |
| Elevation Wealth Partners, LLC | 0.00% | No change | 6 | $600 |
| Runnymede Capital Advisors, Inc. | 0.00% | No change | 3 | $300 |
"% of holder's portfolio" is PDP's weight in each manager's 13F, not the share of Invesco Dorsey Wright Moment the manager owns.