Invesco Dorsey Wright MomentPDPETF
13F holders, Q3 2025 (September 30)200holders −3
16new positions
17sold out
1famous investor
$118.02avg. 13F price*
At the end of Q3 2025, 200 institutions reported holding Invesco Dorsey Wright Moment (PDP) in their 13F filings, down 3 from Q2 2025. 16 opened new positions and 17 sold out. The largest holders were Morgan Stanley ($80.5M), Raymond James Financial Inc. ($58.0M) and Wells Fargo & Company ($53.1M). 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 16 | $6.5M |
| Exits | 17 | $12.4M |
All 13F filers, Q2 2025 → Q3 2025: 329,268 shares bought and 362,825 shares sold, net −33,557 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 200 holders
| Morgan Stanley | 0.00% | Reduce -2.5% | 681,748 | $80.5M |
| Raymond James Financial Inc. | 0.02% | Reduce -3.0% | 491,106 | $58.0M |
| Wells Fargo & Company | 0.01% | Reduce -5.7% | 450,191 | $53.1M |
| Bank of America Corp. | 0.00% | Reduce -1.7% | 440,242 | $52.0M |
| Commonwealth Equity Services, LLC | 0.06% | Add +2.8% | 386,437 | $45.6M |
| LPL Financial LLC | 0.01% | Add +1.7% | 329,955 | $39.0M |
| Royal Bank of Canada | 0.01% | Add +2.8% | 317,213 | $37.4M |
| NewSquare Capital LLC | 2.46% | Reduce -1.4% | 307,398 | $36.3M |
| Stifel Financial Corp. | 0.02% | Add +131.9% | 218,237 | $25.8M |
| Summit Financial, LLC | 0.38% | Add +1.6% | 211,927 | $25.0M |
| Janney Montgomery Scott LLC | 0.05% | Add +0.6% | 181,668 | $21.4M |
| UBS Group AG | 0.00% | Reduce -6.3% | 177,016 | $20.9M |
| Prospera Financial Services Inc | 0.35% | Reduce -2.8% | 173,611 | $20.5M |
| Savant Capital, LLC | 0.10% | Reduce -1.2% | 138,040 | $16.3M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +12.3% | 111,400 | $13.3M |
| Ameriprise Financial Inc. | 0.00% | Reduce -3.6% | 111,898 | $13.2M |
| Strid Group, LLC | 1.64% | Reduce -1.9% | 109,485 | $12.9M |
| JPMorgan Chase & Co. | 0.00% | Add +15.8% | 104,226 | $12.3M |
| Rockefeller Capital Management L.P. | 0.02% | Add +1.1% | 102,393 | $12.1M |
| NewEdge Advisors, LLC | 0.05% | Reduce -0.7% | 84,038 | $9.9M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +119.1% | 80,081 | $9.5M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -21.6% | 72,314 | $8.5M |
| Osaic Holdings, Inc. | 0.01% | Reduce -0.2% | 64,790 | $7.3M |
| Tradition Wealth Management, LLC | 0.53% | Reduce -3.3% | 60,489 | $7.1M |
| Institute for Wealth Management, LLC. | 0.56% | Reduce -1.4% | 45,193 | $5.3M |
| MML Investors Services, LLC | 0.01% | Add +11.5% | 44,000 | $5.2M |
| Farther Finance Advisors, LLC | 0.07% | Reduce -37.3% | 41,589 | $4.9M |
| Osborne Partners Capital Management, LLC | 0.21% | Reduce -2.3% | 35,208 | $4.2M |
| MTM Investment Management, LLC | 1.12% | Reduce -3.9% | 29,742 | $3.5M |
| JBR Co Financial Management Inc | 1.46% | Reduce -2.6% | 29,223 | $3.4M |
| B. Riley Wealth Advisors, Inc. | 0.16% | Add +0.0% | 28,882 | $3.4M |
| Cetera Investment Advisers | 0.00% | Add +6.6% | 28,046 | $3.3M |
| Goldman Sachs Group Inc. | 0.00% | Add +54.1% | 27,670 | $3.3M |
| Truist Financial Corp. | 0.00% | Reduce -10.6% | 25,534 | $3.0M |
| Blair William & Co. | 0.01% | Reduce -1.4% | 24,565 | $2.9M |
| D.A. Davidson & Co. | 0.02% | Reduce -1.1% | 22,264 | $2.6M |
| MorganRosel Wealth Management, LLC | 0.68% | Add +0.8% | 22,115 | $2.6M |
| Calton & Associates, Inc. | 0.38% | Add +31.5% | 21,371 | $2.5M |
| PFG Investments, LLC | 0.13% | Reduce -3.4% | 21,307 | $2.5M |
| LJI Wealth Management, LLC | 0.44% | Reduce -71.2% | 21,170 | $2.5M |
| Capital Investment Advisory Services, LLC | 0.19% | Add +0.5% | 20,230 | $2.4M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -1.0% | 20,117 | $2.4M |
| BNP Paribas Financial Markets | 0.00% | New | 20,000 | $2.4M |
| MGB Wealth Management, LLC | 0.63% | Reduce -3.0% | 19,000 | $2.2M |
| Waverly Advisors, LLC | 0.02% | Reduce -0.1% | 18,931 | $2.2M |
| Global Retirement Partners, LLC | 0.05% | Reduce -4.8% | 17,480 | $2.1M |
| Sovereign Financial Group, Inc. | 0.37% | Add +0.0% | 16,767 | $2.0M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +10.3% | 16,719 | $2.0M |
| Snowden Capital Advisors LLC | 0.05% | Reduce -5.3% | 15,428 | $1.8M |
| &partners | 0.01% | Add +323.6% | 14,931 | $1.8M |
| Arkadios Wealth Advisors | 0.04% | Add +40.1% | 14,350 | $1.7M |
| Sowell Financial Services LLC | 0.05% | Add +0.0% | 11,894 | $1.4M |
| Benjamin Edwards Inc. | 0.01% | Reduce -0.9% | 11,183 | $1.3M |
| Kelly Financial Group LLC | 0.35% | No change | 11,095 | $1.3M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -9.0% | 10,562 | $1.2M |
| Bridgewater Advisors Inc. | 0.09% | Reduce -7.7% | 10,712 | $1.2M |
| Citadel Advisors | 0.00% | New | 10,183 | $1.2M |
| Lanark Financial, Inc. | 0.09% | Reduce -0.3% | 9,902 | $1.2M |
| PMG Wealth Management, Inc. | 0.88% | Add +2.4% | 9,850 | $1.2M |
| Harvest Investment Services, LLC | 0.23% | Add +1.3% | 9,523 | $1.1M |
| Focus Partners Wealth | 0.00% | Reduce -28.8% | 9,391 | $1.1M |
| Stephens Inc. | 0.01% | Reduce -10.8% | 8,791 | $1.0M |
| Private Advisory Group LLC | 0.09% | Reduce -28.9% | 8,689 | $1.0M |
| Equitable Holdings, Inc. | 0.01% | Add +140.5% | 8,457 | $998K |
| Comerica Bank | 0.00% | Reduce -19.2% | 8,408 | $993K |
| HB Wealth Management, LLC | 0.01% | No change | 8,320 | $982K |
| Integrity Alliance, Llc. | 0.05% | Reduce -1.9% | 8,145 | $962K |
| Scotia Capital Inc. | 0.00% | Reduce -0.0% | 7,970 | $941K |
| Creative Planning | 0.00% | Add +39.3% | 7,933 | $937K |
| FMR LLC | 0.00% | Add +0.9% | 7,908 | $934K |
| Baird Financial Group, Inc. | 0.00% | Add +0.1% | 7,817 | $923K |
| Second Half Financial Partners, LLC | 0.39% | Add +0.7% | 7,487 | $884K |
| Focus Financial Network, Inc. | 0.03% | Reduce -0.0% | 7,415 | $875K |
| Mill Creek Capital Advisors, LLC | 0.02% | No change | 6,574 | $776K |
| Mullooly Asset Management, Inc. | 0.28% | Reduce -5.5% | 6,189 | $730K |
| Merit Financial Group, LLC | 0.01% | Reduce -33.8% | 6,129 | $724K |
| Geneos Wealth Management Inc. | 0.02% | Reduce -2.8% | 5,977 | $706K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -3.6% | 5,420 | $640K |
| Kiker Wealth Management, LLC | 0.32% | Reduce -1.5% | 5,387 | $636K |
| WealthBridge Capital Management, LLC | 0.15% | Reduce -5.4% | 5,275 | $623K |
| Millennium Capital Advisors, LLC | 0.38% | No change | 5,263 | $621K |
| Baker Avenue Asset Management, LP | 0.01% | Add +5.5% | 5,186 | $612K |
| Prosperity Financial Group, Inc. | 0.22% | Add +0.1% | 5,164 | $610K |
| Cyndeo Wealth Partners, LLC | 0.03% | Add +0.0% | 4,927 | $582K |
| CPC Advisors, LLC | 0.06% | No change | 4,815 | $568K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -0.8% | 4,750 | $561K |
| Realta Investment Advisors | 0.18% | Add +2.0% | 4,631 | $547K |
| IFP Advisors, Inc | 0.01% | Reduce -13.9% | 4,532 | $535K |
| Private Trust Co. NA | 0.05% | Reduce -1.2% | 4,468 | $527K |
| Principle Wealth Partners LLC | 0.03% | No change | 4,395 | $519K |
| Cibc World Market Inc. | 0.00% | Reduce -6.0% | 4,321 | $510K |
| Bryn Mawr Trust Advisors, LLC | 0.02% | No change | 4,051 | $478K |
| NWF Advisory Services Inc. | 0.05% | Reduce -7.2% | 3,898 | $460K |
| HRT Financial LP | 0.00% | Add +27.7% | 3,897 | $460K |
| SPC Financial, Inc. | 0.04% | No change | 3,830 | $452K |
| Eagle Bay Advisors LLC | 0.33% | No change | 3,519 | $415K |
| Rede Wealth, LLC | 0.33% | New | 3,519 | $415K |
| Journey Strategic Wealth LLC | 0.01% | Reduce -3.0% | 3,449 | $407K |
| Trinity Wealth Management, LLC | 0.15% | Reduce -1.1% | 3,444 | $407K |
| Sapient Capital LLC | 0.01% | No change | 3,454 | $405K |
"% of holder's portfolio" is PDP's weight in each manager's 13F, not the share of Invesco Dorsey Wright Moment the manager owns.