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 |
| Golden Road Advisors LLC | 0.23% | Add +5.6% | 3,416 | $403K |
| Onyx Bridge Wealth Group LLC | 0.04% | New | 3,360 | $397K |
| Cwm, LLC | 0.00% | Add +1.5% | 3,313 | $391K |
| Jane Street Group, LLC | 0.00% | New | 3,310 | $391K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -1.3% | 3,220 | $380K |
| Nwam LLC | 0.02% | Reduce -0.7% | 3,177 | $379K |
| Jones Financial Companies LLLP | 0.00% | Add +17.3% | 3,251 | $379K |
| Global Assets Advisory, LLC | 0.11% | New | 3,200 | $378K |
| Castle Rock Wealth Management, LLC | 0.08% | No change | 3,130 | $373K |
| Private Advisor Group, LLC | 0.00% | Reduce -46.8% | 3,129 | $369K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +3.6% | 3,125 | $369K |
| Morling Financial Advisors, LLC | 0.11% | No change | 2,933 | $346K |
| Kingsview Wealth Management, LLC | 0.01% | No change | 2,926 | $345K |
| World Equity Group, Inc. | 0.08% | New | 2,924 | $345K |
| Pacific Sun Financial Corp | 0.17% | Reduce -2.7% | 2,892 | $341K |
| Modern Wealth Management, LLC | 0.01% | No change | 2,831 | $334K |
| Selective Wealth Management, Inc. | 0.11% | No change | 2,798 | $334K |
| Captrust Financial Advisors | 0.00% | New | 2,739 | $323K |
| Brookstone Capital Management | 0.00% | No change | 2,674 | $316K |
| Strategy Asset Managers LLC | 0.06% | Reduce -28.3% | 2,640 | $312K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +11.9% | 2,637 | $311K |
| Apollon Financial, LLC | 0.05% | Reduce -3.1% | 2,632 | $311K |
| Corient Private Wealth LP | 0.00% | Reduce -17.1% | 2,597 | $307K |
| First City Capital Management, Inc. | 0.16% | No change | 2,585 | $305K |
| National Bank of Canada | 0.00% | Reduce -3.9% | 2,485 | $293K |
| Welch & Forbes LLC | 0.00% | No change | 2,419 | $286K |
| World Investment Advisors | 0.01% | Reduce -29.4% | 2,388 | $282K |
| Spire Wealth Management | 0.01% | Reduce -4.1% | 2,319 | $274K |
| HighTower Advisors, LLC | 0.00% | No change | 2,298 | $271K |
| Capital Wealth Alliance, LLC | 0.13% | Reduce -62.2% | 2,245 | $264K |
| Shilanski & Associates, Inc. | 0.07% | No change | 2,221 | $262K |
| Koshinski Asset Management, Inc. | 0.02% | No change | 2,190 | $259K |
| AE Wealth Management LLC | 0.00% | Add +31.7% | 2,183 | $258K |
| Citigroup Inc. | 0.00% | Reduce -1.2% | 2,168 | $256K |
| IHT Wealth Management, LLC | 0.01% | Add +6.0% | 2,136 | $252K |
| Smith, Moore & Co. | 0.02% | Add +0.1% | 2,125 | $251K |
| Post Resch Tallon Group Inc. | 0.22% | Reduce -6.0% | 2,115 | $250K |
| Heritage Trust Co | 0.03% | No change | 2,095 | $247K |
| Delta Investment Management, LLC | 0.04% | Add +0.1% | 2,070 | $244K |
| Affinity Wealth Management LLC | 0.04% | No change | 2,057 | $243K |
| CWC Advisors, LLC. | 0.12% | No change | 2,006 | $237K |
| Keystone Financial Group | 0.02% | Reduce -2.4% | 2,001 | $236K |
| Mirador Capital Partners LP | 0.03% | No change | 2,000 | $236K |
| Vista Capital Partners, Inc. | 0.02% | No change | 2,000 | $236K |
| Visionary Wealth Advisors | 0.01% | No change | 1,950 | $230K |
| Trueblood Wealth Management, LLC | 0.09% | Add +0.1% | 1,912 | $226K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -54.9% | 1,888 | $223K |
| NorthCoast Asset Management LLC | 0.00% | No change | 1,842 | $217K |
| BankPlus Trust Department | 0.06% | No change | 1,832 | $216K |
| Harbor Investment Advisory, LLC | 0.02% | No change | 1,790 | $211K |
| Rehmann Capital Advisory Group | 0.01% | New | 1,745 | $206K |
| Assetmark, Inc. | 0.00% | Reduce -3.1% | 1,722 | $203K |
| Bank of New York Mellon Corp | 0.00% | New | 1,701 | $201K |
| Advisory Services Network, LLC | 0.00% | New | 1,426 | $168K |
| Founders Financial Alliance, LLC | 0.03% | Add +71.8% | 1,378 | $163K |
| Wagner Wealth Management, LLC | 0.03% | Add +0.1% | 1,187 | $140K |
| MCF Advisors LLC | 0.01% | No change | 1,140 | $135K |
| Allworth Financial LP | 0.00% | Reduce -31.0% | 1,115 | $132K |
| Tortoise Investment Management, LLC | 0.01% | No change | 1,000 | $118K |
| HHM Wealth Advisors, LLC | 0.01% | No change | 943 | $111K |
| Fifth Third Bancorp | 0.00% | No change | 927 | $109K |
| Anchor Investment Management, LLC | 0.01% | No change | 855 | $101K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 800 | $94K |
| WealthShield Partners, LLC | 0.01% | No change | 700 | $83K |
| Ameritas Advisory Services, LLC | 0.01% | Reduce -36.3% | 671 | $79K |
| Harbour Investments, Inc. | 0.00% | No change | 594 | $70K |
| Costello Asset Management, INC | 0.02% | Reduce -9.3% | 572 | $68K |
| Salomon & Ludwin, LLC | 0.01% | No change | 528 | $63K |
| Hazlett, Burt & Watson, Inc. | 0.02% | Add +375.0% | 475 | $57K |
| Parallel Advisors, LLC | 0.00% | No change | 466 | $55K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 410 | $48K |
| Creative Financial Designs Inc. | 0.00% | No change | 356 | $42K |
| Root Financial Partners, LLC | 0.00% | New | 332 | $39K |
| MAI Capital Management | 0.00% | No change | 300 | $35K |
| Barrett & Company, Inc. | 0.01% | No change | 300 | $35K |
| Russell Investments Group, Ltd. | 0.00% | No change | 295 | $35K |
| Bank of Montreal | 0.00% | Add +0.4% | 252 | $30K |
| Keener Financial Planning LLC | 0.01% | No change | 251 | $29K |
| Red Tortoise LLC | 0.01% | No change | 245 | $29K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 220 | $26K |
| Silver Oak Securities, Incorporated | 0.00% | New | 207 | $24K |
| LRI Investments, LLC | 0.00% | No change | 200 | $24K |
| Quest 10 Wealth Builders, Inc. | 0.02% | Add +46.0% | 184 | $22K |
| Truvestments Capital LLC | 0.00% | New | 181 | $21K |
| Frazier Financial Advisors, LLC | 0.01% | No change | 174 | $21K |
| AdvisorNet Financial, Inc | 0.00% | New | 125 | $15K |
| Bogart Wealth, LLC | 0.00% | No change | 114 | $13K |
| Smartleaf Asset Management LLC | 0.00% | No change | 101 | $12K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 96 | $11K |
| Broadwater Capital Management LLC | 0.01% | Reduce -99.1% | 95 | $11K |
| WFA Asset Management Corp | 0.01% | No change | 100 | $10K |
| Abound Wealth Management | 0.00% | No change | 80 | $9K |
| Larson Financial Group LLC | 0.00% | No change | 57 | $7K |
| Ameriflex Group, Inc. | 0.00% | New | 50 | $6K |
| Golden State Wealth Management, LLC | 0.00% | No change | 45 | $5K |
| Cedar Mountain Advisors, LLC | 0.00% | No change | 28 | $3K |
| Register Financial Advisors LLC | 0.00% | No change | 12 | $1K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 9 | $1K |
| Elevation Wealth Partners, LLC | 0.00% | No change | 6 | $709 |
| BlackRock, Inc. | 0.00% | No change | 1 | $86 |
"% of holder's portfolio" is PDP's weight in each manager's 13F, not the share of Invesco Dorsey Wright Moment the manager owns.