Invesco Dorsey Wright MomentPDPETF
13F holders, Q4 2025 (December 31)200holders
18new positions
23sold out
1famous investor
$116.53avg. 13F price*
At the end of Q4 2025, 200 institutions reported holding Invesco Dorsey Wright Moment (PDP) in their 13F filings, unchanged from Q3 2025. 18 opened new positions and 23 sold out. The largest holders were Morgan Stanley ($80.1M), Raymond James Financial Inc. ($59.1M) and Wells Fargo & Company ($50.3M). One famous investor held it Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Invesco Dorsey Wright Moment
- CUSIP
- 46137V837
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 18 | $4.8M |
| Exits | 23 | $10.0M |
All 13F filers, Q3 2025 → Q4 2025: 275,568 shares bought and 406,541 shares sold, net −130,973 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 200 holders
| Morgan Stanley | 0.00% | Add +0.9% | 688,024 | $80.1M |
| Raymond James Financial Inc. | 0.02% | Add +3.4% | 507,687 | $59.1M |
| Wells Fargo & Company | 0.01% | Reduce -4.0% | 432,067 | $50.3M |
| Commonwealth Equity Services, LLC | 0.06% | Add +0.1% | 386,843 | $45.0M |
| LPL Financial LLC | 0.01% | Add +6.1% | 350,205 | $40.8M |
| Bank of America Corp. | 0.00% | Reduce -22.6% | 340,691 | $39.7M |
| Royal Bank of Canada | 0.01% | Reduce -1.6% | 312,134 | $36.3M |
| Stifel Financial Corp. | 0.03% | Add +18.1% | 257,673 | $30.0M |
| Summit Financial, LLC | 0.37% | Add +1.5% | 215,035 | $25.0M |
| NewSquare Capital LLC | 2.11% | Reduce -33.2% | 205,401 | $23.9M |
| UBS Group AG | 0.00% | Add +8.7% | 192,339 | $22.4M |
| Janney Montgomery Scott LLC | 0.05% | Reduce -0.8% | 180,219 | $21.0M |
| Prospera Financial Services Inc | 0.32% | Reduce -4.9% | 165,161 | $19.2M |
| Rockefeller Capital Management L.P. | 0.03% | Add +47.8% | 151,288 | $17.6M |
| Savant Capital, LLC | 0.09% | Reduce -1.8% | 135,575 | $15.8M |
| Ameriprise Financial Inc. | 0.00% | Add +1.4% | 113,426 | $13.2M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Reduce -3.8% | 107,152 | $13.1M |
| Strid Group, LLC | 1.58% | Reduce -0.5% | 108,936 | $12.7M |
| JPMorgan Chase & Co. | 0.00% | Reduce -16.8% | 86,693 | $10.1M |
| NewEdge Advisors, LLC | 0.04% | Reduce -1.0% | 83,200 | $9.7M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -15.1% | 68,023 | $7.9M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -8.5% | 66,147 | $7.7M |
| Osaic Holdings, Inc. | 0.01% | Reduce -2.0% | 63,521 | $7.4M |
| MML Investors Services, LLC | 0.02% | Add +22.7% | 53,989 | $6.3M |
| Tradition Wealth Management, LLC | 0.43% | Reduce -14.9% | 51,480 | $6.0M |
| Institute for Wealth Management, LLC. | 0.53% | Reduce -4.7% | 43,067 | $5.0M |
| &partners | 0.03% | Add +179.9% | 41,800 | $4.9M |
| BNP Paribas Financial Markets | 0.00% | Add +100.0% | 40,000 | $4.7M |
| Osborne Partners Capital Management, LLC | 0.20% | Reduce -3.3% | 34,064 | $4.0M |
| Farther Finance Advisors, LLC | 0.04% | Reduce -27.1% | 30,340 | $3.5M |
| MTM Investment Management, LLC | 1.09% | Reduce -1.1% | 29,423 | $3.4M |
| JBR Co Financial Management Inc | 1.42% | Reduce -0.2% | 29,153 | $3.4M |
| Cetera Investment Advisers | 0.00% | Add +1.4% | 28,427 | $3.3M |
| B. Riley Wealth Advisors, Inc. | 0.15% | Reduce -5.7% | 27,245 | $3.2M |
| Blair William & Co. | 0.01% | Reduce -2.6% | 23,915 | $2.8M |
| EP Wealth Advisors, LLC | 0.01% | — | 23,190 | $2.7M |
| Truist Financial Corp. | 0.00% | Reduce -9.2% | 23,174 | $2.7M |
| PFG Investments, LLC | 0.12% | Add +2.5% | 21,830 | $2.5M |
| MorganRosel Wealth Management, LLC | 0.63% | Reduce -1.5% | 21,790 | $2.5M |
| LJI Wealth Management, LLC | 0.37% | Reduce -0.4% | 21,081 | $2.5M |
| D.A. Davidson & Co. | 0.01% | Reduce -5.5% | 21,048 | $2.5M |
| Calton & Associates, Inc. | 0.35% | Reduce -5.5% | 20,201 | $2.4M |
| Capital Investment Advisory Services, LLC | 0.17% | Reduce -0.5% | 20,139 | $2.3M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -2.9% | 19,533 | $2.3M |
| MGB Wealth Management, LLC | 0.63% | Reduce -0.1% | 18,971 | $2.2M |
| Waverly Advisors, LLC | 0.02% | Reduce -3.9% | 18,189 | $2.1M |
| Global Retirement Partners, LLC | 0.04% | Reduce -0.4% | 17,405 | $2.0M |
| Sovereign Financial Group, Inc. | 0.35% | No change | 16,767 | $2.0M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -2.8% | 16,246 | $1.9M |
| Focus Partners Wealth | 0.00% | Add +70.1% | 15,972 | $1.9M |
| Snowden Capital Advisors LLC | 0.05% | Add +1.2% | 15,608 | $1.8M |
| Wagner Wealth Management, Corp | 1.66% | — | 14,467 | $1.7M |
| AE Wealth Management LLC | 0.01% | Add +546.4% | 14,111 | $1.6M |
| Arkadios Wealth Advisors | 0.03% | Reduce -3.7% | 13,814 | $1.6M |
| Sowell Financial Services LLC | 0.05% | No change | 11,894 | $1.4M |
| Lloyd Advisory Services, LLC. | 0.54% | New | 11,865 | $1.4M |
| Bridgewater Advisors Inc. | 0.09% | No change | 10,712 | $1.3M |
| Benjamin Edwards Inc. | 0.01% | Add +0.6% | 11,252 | $1.3M |
| Kelly Financial Group LLC | 0.33% | No change | 11,095 | $1.3M |
| Lanark Financial, Inc. | 0.09% | No change | 9,902 | $1.2M |
| PMG Wealth Management, Inc. | 0.84% | Reduce -0.1% | 9,845 | $1.1M |
| Kestra Advisory Services, LLC | 0.00% | Reduce -15.3% | 8,947 | $1.0M |
| Equitable Holdings, Inc. | 0.01% | Add +4.6% | 8,845 | $1.0M |
| Private Advisory Group LLC | 0.08% | Reduce -1.7% | 8,543 | $994K |
| Comerica Bank | 0.00% | No change | 8,408 | $979K |
| HB Wealth Management, LLC | 0.01% | No change | 8,320 | $968K |
| Stephens Inc. | 0.01% | Reduce -6.2% | 8,243 | $960K |
| Creative Planning | 0.00% | Add +0.5% | 7,973 | $928K |
| Scotia Capital Inc. | 0.00% | Reduce -0.1% | 7,962 | $926K |
| Integrity Alliance, Llc. | 0.03% | Reduce -2.7% | 7,925 | $923K |
| Baird Financial Group, Inc. | 0.00% | Reduce -0.6% | 7,771 | $905K |
| Second Half Financial Partners, LLC | 0.39% | Add +0.1% | 7,494 | $872K |
| Focus Financial Network, Inc. | 0.03% | Reduce -0.1% | 7,404 | $862K |
| FMR LLC | 0.00% | Reduce -6.5% | 7,394 | $861K |
| Merit Financial Group, LLC | 0.01% | Add +8.1% | 6,623 | $771K |
| Mill Creek Capital Advisors, LLC | 0.02% | No change | 6,574 | $765K |
| Mullooly Asset Management, Inc. | 0.26% | No change | 6,189 | $720K |
| Cwm, LLC | 0.00% | Add +78.4% | 5,909 | $688K |
| Geneos Wealth Management Inc. | 0.02% | Reduce -7.5% | 5,532 | $644K |
| Baker Avenue Asset Management, LP | 0.01% | Add +3.1% | 5,346 | $622K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -1.9% | 5,320 | $619K |
| WealthBridge Capital Management, LLC | 0.14% | No change | 5,275 | $614K |
| Millennium Capital Advisors, LLC | 0.36% | No change | 5,263 | $613K |
| Prosperity Financial Group, Inc. | 0.22% | Add +0.0% | 5,165 | $601K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +1.7% | 4,830 | $562K |
| CPC Advisors, LLC | 0.06% | No change | 4,815 | $560K |
| Cyndeo Wealth Partners, LLC | 0.03% | Reduce -2.6% | 4,798 | $558K |
| Redwood Family Wealth LLC | 0.54% | — | 4,683 | $545K |
| Realta Investment Advisors | 0.18% | Reduce -1.0% | 4,583 | $533K |
| Quantinno Capital Management LP | 0.00% | New | 4,524 | $527K |
| Private Trust Co. NA | 0.05% | Reduce -1.1% | 4,421 | $515K |
| IFP Advisors, Inc | 0.01% | Reduce -2.9% | 4,403 | $513K |
| Principle Wealth Partners LLC | 0.03% | No change | 4,395 | $512K |
| Cibc World Market Inc. | 0.00% | No change | 4,321 | $503K |
| Bryn Mawr Trust Advisors, LLC | 0.02% | No change | 4,051 | $472K |
| HighPoint Advisor Group LLC | 0.01% | New | 3,970 | $462K |
| Jones Financial Companies LLLP | 0.00% | Add +18.3% | 3,845 | $448K |
| AlphaCore Capital LLC | 0.01% | New | 3,830 | $446K |
| Eagle Bay Advisors LLC | 0.30% | No change | 3,519 | $410K |
| Sapient Capital LLC | 0.01% | No change | 3,454 | $407K |
"% of holder's portfolio" is PDP's weight in each manager's 13F, not the share of Invesco Dorsey Wright Moment the manager owns.