Invesco Dorsey Wright MomentPDPETF
13F holders, Q2 2025 (June 30)203holders −6
14new positions
21sold out
$108.44avg. 13F price*
At the end of Q2 2025, 203 institutions reported holding Invesco Dorsey Wright Moment (PDP) in their 13F filings, down 6 from Q1 2025. 14 opened new positions and 21 sold out. The largest holders were Morgan Stanley ($75.9M), Raymond James Financial Inc. ($55.0M) and Wells Fargo & Company ($51.8M).
- Company
- Invesco Dorsey Wright Moment
- CUSIP
- 46137V837
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 14 | $4.9M |
| Exits | 21 | $10.2M |
All 13F filers, Q1 2025 → Q2 2025: 153,668 shares bought and 589,674 shares sold, net −436,006 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 203 holders
| Morgan Stanley | 0.01% | Add +2.9% | 699,375 | $75.9M |
| Raymond James Financial Inc. | 0.02% | Reduce -25.8% | 506,116 | $55.0M |
| Wells Fargo & Company | 0.01% | Reduce -10.6% | 477,156 | $51.8M |
| Bank of America Corp. | 0.00% | Add +0.2% | 447,994 | $48.6M |
| Commonwealth Equity Services, LLC | 0.05% | Reduce -2.0% | 376,028 | $40.8M |
| LPL Financial LLC | 0.01% | Reduce -8.4% | 324,446 | $35.2M |
| NewSquare Capital LLC | 2.52% | Reduce -5.0% | 311,658 | $33.8M |
| Royal Bank of Canada | 0.01% | Reduce -11.7% | 308,669 | $33.5M |
| Summit Financial, LLC | 0.51% | Add +1.7% | 208,491 | $22.6M |
| UBS Group AG | 0.00% | Reduce -24.8% | 188,948 | $20.5M |
| Janney Montgomery Scott LLC | 0.05% | Reduce -0.1% | 180,567 | $19.6M |
| Prospera Financial Services Inc | 0.36% | Add +1.1% | 178,693 | $19.4M |
| Savant Capital, LLC | 0.11% | Reduce -5.4% | 139,675 | $15.2M |
| Ameriprise Financial Inc. | 0.00% | Reduce -9.0% | 116,039 | $12.6M |
| Strid Group, LLC | 1.70% | Reduce -6.0% | 111,644 | $12.1M |
| Rockefeller Capital Management L.P. | 0.02% | Add +0.1% | 101,258 | $11.0M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Reduce -2.0% | 99,237 | $10.8M |
| Stifel Financial Corp. | 0.01% | Add +18.9% | 94,102 | $10.2M |
| Envestnet Asset Management Inc. | 0.00% | Add +7.2% | 92,223 | $10.0M |
| JPMorgan Chase & Co. | 0.00% | Add +1.0% | 90,032 | $9.8M |
| NewEdge Advisors, LLC | 0.05% | Reduce -13.8% | 84,604 | $9.2M |
| LJI Wealth Management, LLC | 1.39% | Add +4.0% | 73,556 | $8.0M |
| Farther Finance Advisors, LLC | 0.14% | Reduce -6.7% | 66,358 | $7.2M |
| Osaic Holdings, Inc. | 0.01% | Reduce -3.0% | 64,945 | $7.0M |
| Tradition Wealth Management, LLC | 0.54% | Reduce -4.7% | 62,518 | $6.8M |
| Institute for Wealth Management, LLC. | 0.56% | Reduce -1.7% | 45,817 | $5.0M |
| MML Investors Services, LLC | 0.01% | Add +1.0% | 39,463 | $4.3M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -0.2% | 36,546 | $4.0M |
| Osborne Partners Capital Management, LLC | 0.21% | Reduce -0.9% | 36,048 | $3.9M |
| MTM Investment Management, LLC | 1.13% | Reduce -4.5% | 30,942 | $3.4M |
| JBR Co Financial Management Inc | 1.61% | Reduce -3.1% | 30,012 | $3.3M |
| B. Riley Wealth Advisors, Inc. | 0.15% | Add +0.0% | 28,877 | $3.1M |
| Truist Financial Corp. | 0.00% | Reduce -0.5% | 28,552 | $3.1M |
| Cetera Investment Advisers | 0.00% | Add +0.8% | 26,304 | $2.9M |
| Two Sigma Investments, LP | 0.01% | New | 24,933 | $2.7M |
| Blair William & Co. | 0.01% | Reduce -5.1% | 24,920 | $2.7M |
| EP Wealth Advisors, LLC | 0.02% | Reduce -36.6% | 23,361 | $2.5M |
| G&S Capital LLC | 0.99% | Reduce -14.7% | 23,086 | $2.5M |
| D.A. Davidson & Co. | 0.02% | Reduce -1.9% | 22,508 | $2.4M |
| PFG Investments, LLC | 0.14% | Reduce -2.0% | 22,056 | $2.4M |
| MorganRosel Wealth Management, LLC | 0.65% | Reduce -0.3% | 21,943 | $2.4M |
| Flow Traders U.S. LLC | 0.08% | Add +83.7% | 20,615 | $2.2M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -0.1% | 20,316 | $2.2M |
| Capital Investment Advisory Services, LLC | 0.18% | No change | 20,121 | $2.2M |
| MGB Wealth Management, LLC | 0.70% | Reduce -0.2% | 19,581 | $2.1M |
| Waverly Advisors, LLC | 0.02% | Add +0.0% | 18,956 | $2.1M |
| Global Retirement Partners, LLC | 0.05% | — | 18,360 | $2.0M |
| Goldman Sachs Group Inc. | 0.00% | Add +131.6% | 17,960 | $2.0M |
| Sovereign Financial Group, Inc. | 0.38% | Reduce -1.3% | 16,763 | $1.8M |
| Snowden Capital Advisors LLC | 0.05% | Reduce -2.5% | 16,293 | $1.8M |
| Fort Point Capital Partners LLC | 0.18% | Reduce -1.4% | 16,262 | $1.8M |
| Calton & Associates, Inc. | 0.31% | Add +6.2% | 16,256 | $1.8M |
| Susquehanna International Group, LLP | 0.00% | Add +66.7% | 16,062 | $1.7M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -5.0% | 15,162 | $1.6M |
| Focus Partners Wealth | 0.00% | Add +1.5% | 13,197 | $1.4M |
| Private Advisory Group LLC | 0.12% | Add +37.3% | 12,225 | $1.3M |
| Bridgewater Advisors Inc. | 0.10% | No change | 11,607 | $1.3M |
| Sowell Financial Services LLC | 0.05% | Add +3.0% | 11,893 | $1.3M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -3.4% | 11,610 | $1.3M |
| Benjamin Edwards Inc. | 0.02% | Add +10.4% | 11,288 | $1.2M |
| Kelly Financial Group LLC | 0.35% | Reduce -34.0% | 11,095 | $1.2M |
| Comerica Bank | 0.00% | Add +138.3% | 10,408 | $1.1M |
| Arkadios Wealth Advisors | 0.03% | Add +0.0% | 10,242 | $1.1M |
| Lanark Financial, Inc. | 0.09% | No change | 9,930 | $1.1M |
| Stephens Inc. | 0.01% | Add +20.7% | 9,855 | $1.1M |
| PMG Wealth Management, Inc. | 0.86% | Add +20.1% | 9,615 | $1.0M |
| Harvest Investment Services, LLC | 0.23% | Reduce -1.7% | 9,397 | $1.0M |
| Merit Financial Group, LLC | 0.01% | Reduce -5.4% | 9,254 | $1.0M |
| HB Wealth Management, LLC | 0.01% | Reduce -10.2% | 8,320 | $903K |
| Integrity Alliance, Llc. | 0.05% | Reduce -4.2% | 8,305 | $902K |
| Scotia Capital Inc. | 0.00% | Reduce -0.1% | 7,973 | $865K |
| FMR LLC | 0.00% | Add +2.1% | 7,838 | $851K |
| Baird Financial Group, Inc. | 0.00% | Reduce -9.9% | 7,809 | $848K |
| Second Half Financial Partners, LLC | 0.38% | Add +1.2% | 7,435 | $807K |
| Focus Financial Network, Inc. | 0.03% | Add +1.8% | 7,418 | $806K |
| Mill Creek Capital Advisors, LLC | 0.02% | No change | 6,574 | $714K |
| Mullooly Asset Management, Inc. | 0.30% | Add +0.1% | 6,552 | $711K |
| Geneos Wealth Management Inc. | 0.02% | Reduce -2.8% | 6,152 | $668K |
| Capital Wealth Alliance, LLC | 0.35% | Add +7.3% | 5,937 | $644K |
| Private Advisor Group, LLC | 0.00% | Reduce -10.2% | 5,878 | $638K |
| Creative Planning | 0.00% | Reduce -4.5% | 5,695 | $618K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -7.4% | 5,622 | $610K |
| WealthBridge Capital Management, LLC | 0.15% | No change | 5,575 | $605K |
| Kiker Wealth Management, LLC | 0.33% | Reduce -2.1% | 5,469 | $594K |
| Millennium Capital Advisors, LLC | 0.38% | No change | 5,263 | $572K |
| IFP Advisors, Inc | 0.02% | Add +10.9% | 5,265 | $572K |
| Prosperity Financial Group, Inc. | 0.24% | Add +0.0% | 5,160 | $560K |
| Cyndeo Wealth Partners, LLC | 0.03% | Add +0.0% | 4,926 | $535K |
| Baker Avenue Asset Management, LP | 0.02% | Add +13.9% | 4,916 | $534K |
| CPC Advisors, LLC | 0.07% | No change | 4,815 | $523K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +8.4% | 4,790 | $520K |
| Cibc World Market Inc. | 0.00% | No change | 4,596 | $499K |
| Realta Investment Advisors | 0.19% | No change | 4,541 | $493K |
| Private Trust Co. NA | 0.05% | No change | 4,522 | $491K |
| Principle Wealth Partners LLC | 0.03% | No change | 4,395 | $477K |
| NWF Advisory Services Inc. | 0.05% | Add +4.5% | 4,200 | $456K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -28.1% | 4,182 | $454K |
| Bryn Mawr Trust Advisors, LLC | 0.02% | New | 4,051 | $440K |
| SPC Financial, Inc. | 0.03% | No change | 3,830 | $416K |
| Strategy Asset Managers LLC | 0.07% | Reduce -1.5% | 3,681 | $400K |
"% of holder's portfolio" is PDP's weight in each manager's 13F, not the share of Invesco Dorsey Wright Moment the manager owns.