Invesco Dorsey Wright MomentPDPETF
13F holders, Q1 2026 (March 31)208holders +8
19new positions
10sold out
2famous investors
$120.74avg. 13F price*
At the end of Q1 2026, 208 institutions reported holding Invesco Dorsey Wright Moment (PDP) in their 13F filings, up 8 from Q4 2025. 19 opened new positions and 10 sold out. The largest holders were Morgan Stanley ($82.8M), Raymond James Financial Inc. ($64.8M) and Wells Fargo & Company ($49.6M). 2 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio) and 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 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 19 | $7.8M |
| Exits | 10 | $2.6M |
All 13F filers, Q4 2025 → Q1 2026: 188,187 shares bought and 468,220 shares sold, net −280,033 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 208 holders
| Morgan Stanley | 0.01% | Reduce -0.3% | 685,875 | $82.8M |
| Raymond James Financial Inc. | 0.02% | Add +5.7% | 536,762 | $64.8M |
| Wells Fargo & Company | 0.01% | Reduce -4.9% | 411,062 | $49.6M |
| Commonwealth Equity Services, LLC | 0.07% | Reduce -0.1% | 386,491 | $46.7M |
| Bank of America Corp. | 0.00% | Reduce -4.5% | 325,370 | $39.3M |
| Royal Bank of Canada | 0.01% | Reduce -1.9% | 306,311 | $37.0M |
| LPL Financial LLC | 0.01% | Reduce -18.8% | 284,395 | $34.3M |
| Stifel Financial Corp. | 0.03% | Reduce -5.1% | 244,559 | $29.5M |
| UBS Group AG | 0.00% | Add +11.5% | 214,413 | $25.9M |
| Summit Financial, LLC | 0.32% | Reduce -2.0% | 210,653 | $25.4M |
| Janney Montgomery Scott LLC | 0.05% | Reduce -0.2% | 179,803 | $21.7M |
| Rockefeller Capital Management L.P. | 0.03% | Add +3.2% | 156,185 | $18.9M |
| Prospera Financial Services Inc | 0.27% | Reduce -15.3% | 139,817 | $16.9M |
| Savant Capital, LLC | 0.08% | Reduce -2.0% | 132,917 | $16.0M |
| NewSquare Capital LLC | 1.14% | Reduce -47.4% | 108,116 | $13.1M |
| Strid Group, LLC | 1.60% | Reduce -1.7% | 107,131 | $12.9M |
| Ameriprise Financial Inc. | 0.00% | Reduce -6.6% | 105,934 | $12.9M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Reduce -29.3% | 75,782 | $9.3M |
| Envestnet Asset Management Inc. | 0.00% | Add +2.4% | 67,752 | $8.2M |
| NewEdge Advisors, LLC | 0.03% | Reduce -22.4% | 64,557 | $7.8M |
| Osaic Holdings, Inc. | 0.01% | Reduce -2.5% | 61,955 | $7.5M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -21.7% | 53,272 | $6.4M |
| Tradition Wealth Management, LLC | 0.43% | Reduce -2.5% | 50,219 | $6.1M |
| MML Investors Services, LLC | 0.02% | Reduce -9.6% | 48,823 | $5.9M |
| JPMorgan Chase & Co. | 0.00% | Reduce -46.3% | 46,560 | $5.4M |
| &partners | 0.03% | Add +4.7% | 43,752 | $5.3M |
| Institute for Wealth Management, LLC. | 0.55% | Reduce -0.7% | 42,769 | $5.2M |
| BNP Paribas Financial Markets | 0.00% | No change | 40,000 | $4.8M |
| Osborne Partners Capital Management, LLC | 0.22% | Reduce -0.3% | 33,954 | $4.1M |
| Cetera Investment Advisers | 0.00% | Add +3.6% | 29,460 | $3.6M |
| MTM Investment Management, LLC | 1.11% | Reduce -1.5% | 28,978 | $3.5M |
| Lanark Financial, Inc. | 0.26% | Add +188.7% | 28,591 | $3.5M |
| JBR Co Financial Management Inc | 1.42% | No change | 29,153 | $3.4M |
| Farther Finance Advisors, LLC | 0.03% | Reduce -10.7% | 27,092 | $3.3M |
| B. Riley Wealth Advisors, Inc. | 0.18% | Reduce -9.2% | 24,742 | $2.9M |
| Blair William & Co. | 0.01% | Reduce -2.1% | 23,415 | $2.8M |
| EP Wealth Advisors, LLC | 0.01% | Reduce -4.0% | 22,266 | $2.7M |
| D.A. Davidson & Co. | 0.01% | Reduce -2.6% | 20,497 | $2.5M |
| Capital Investment Advisory Services, LLC | 0.18% | No change | 20,139 | $2.4M |
| Calton & Associates, Inc. | 0.34% | Reduce -1.9% | 19,822 | $2.4M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -1.6% | 19,223 | $2.3M |
| LJI Wealth Management, LLC | 0.37% | Reduce -8.9% | 19,199 | $2.3M |
| Equitable Holdings, Inc. | 0.01% | Add +117.7% | 19,255 | $2.2M |
| Truist Financial Corp. | 0.00% | Reduce -21.4% | 18,207 | $2.2M |
| Waverly Advisors, LLC | 0.02% | No change | 18,189 | $2.2M |
| Sovereign Financial Group, Inc. | 0.35% | No change | 16,767 | $2.0M |
| Private Advisory Group LLC | 0.13% | Add +86.8% | 15,963 | $1.9M |
| Snowden Capital Advisors LLC | 0.05% | Add +0.6% | 15,696 | $1.9M |
| Arkadios Wealth Advisors | 0.03% | Add +8.6% | 15,000 | $1.8M |
| Heirloom Wealth Management | 0.32% | New | 14,882 | $1.8M |
| Focus Partners Wealth | 0.00% | Reduce -8.3% | 14,646 | $1.8M |
| PFG Investments, LLC | 0.08% | Reduce -35.4% | 14,104 | $1.7M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -17.0% | 13,480 | $1.6M |
| Bridgewater Advisors Inc. | 0.09% | No change | 10,712 | $1.5M |
| Sowell Financial Services LLC | 0.05% | Reduce -0.3% | 11,864 | $1.4M |
| Benjamin Edwards Inc. | 0.01% | Add +3.5% | 11,650 | $1.4M |
| Kestra Advisory Services, LLC | 0.01% | Add +22.0% | 10,914 | $1.3M |
| Kelly Financial Group LLC | 0.33% | Reduce -1.6% | 10,913 | $1.3M |
| PMG Wealth Management, Inc. | 0.85% | Reduce -1.4% | 9,705 | $1.2M |
| Fifth Third Bancorp | 0.00% | Add +997.4% | 9,251 | $1.1M |
| Susquehanna International Group, LLP | 0.00% | New | 9,169 | $1.1M |
| HB Wealth Management, LLC | 0.01% | Add +6.6% | 8,870 | $1.1M |
| Creative Planning | 0.00% | Add +3.4% | 8,242 | $995K |
| Baird Financial Group, Inc. | 0.00% | Add +5.4% | 8,190 | $989K |
| Stephens Inc. | 0.01% | Reduce -0.8% | 8,173 | $987K |
| Integrity Alliance, Llc. | 0.04% | Add +2.5% | 8,125 | $981K |
| Scotia Capital Inc. | 0.00% | Add +1.7% | 8,100 | $978K |
| FMR LLC | 0.00% | Add +3.7% | 7,670 | $926K |
| Goldman Sachs Group Inc. | 0.00% | New | 7,593 | $917K |
| Second Half Financial Partners, LLC | 0.41% | Reduce -0.5% | 7,460 | $901K |
| Focus Financial Network, Inc. | 0.03% | Reduce -0.9% | 7,340 | $886K |
| Sanctuary Advisors, LLC | 0.00% | Add +26.1% | 6,708 | $810K |
| Mill Creek Capital Advisors, LLC | 0.02% | No change | 6,574 | $794K |
| Merit Financial Group, LLC | 0.01% | Reduce -5.5% | 6,261 | $756K |
| Mullooly Asset Management, Inc. | 0.28% | No change | 6,189 | $747K |
| Quantinno Capital Management LP | 0.00% | Add +33.7% | 6,048 | $730K |
| MorganRosel Wealth Management, LLC | 0.29% | Reduce -72.3% | 6,042 | $730K |
| Wagner Wealth Management, Corp | 0.64% | Reduce -59.3% | 5,885 | $711K |
| HighTower Advisors, LLC | 0.00% | Add +151.0% | 5,537 | $669K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +13.5% | 5,480 | $662K |
| Geneos Wealth Management Inc. | 0.02% | Reduce -1.7% | 5,436 | $656K |
| Millennium Capital Advisors, LLC | 0.39% | Reduce -0.0% | 5,262 | $636K |
| Baker Avenue Asset Management, LP | 0.01% | Reduce -1.9% | 5,247 | $634K |
| Prosperity Financial Group, Inc. | 0.23% | No change | 5,165 | $624K |
| WealthBridge Capital Management, LLC | 0.14% | Reduce -2.8% | 5,130 | $619K |
| Cwm, LLC | 0.00% | Reduce -15.3% | 5,007 | $605K |
| Kiker Wealth Management, LLC | 0.28% | New | 4,819 | $582K |
| IFP Advisors, Inc | 0.01% | Add +5.3% | 4,638 | $560K |
| AQR Capital Management | 0.00% | Add +51.2% | 4,622 | $558K |
| Private Trust Co. NA | 0.05% | No change | 4,421 | $534K |
| Realta Investment Advisors | 0.18% | Reduce -3.6% | 4,418 | $533K |
| Principle Wealth Partners LLC | 0.03% | No change | 4,395 | $531K |
| Cibc World Market Inc. | 0.00% | No change | 4,321 | $522K |
| Cyndeo Wealth Partners, LLC | 0.03% | Reduce -10.3% | 4,302 | $519K |
| Redwood Family Wealth LLC | 0.51% | Reduce -8.5% | 4,283 | $517K |
| First Trust Advisors LP | 0.00% | New | 4,273 | $516K |
| Bryn Mawr Trust Advisors, LLC | 0.02% | No change | 4,051 | $489K |
| Navigation Group, LLC | 0.11% | — | 4,050 | $489K |
| HighPoint Advisor Group LLC | 0.02% | Reduce -2.0% | 3,890 | $470K |
| NWF Advisory Services Inc. | 0.05% | Add +28.1% | 3,878 | $468K |
"% of holder's portfolio" is PDP's weight in each manager's 13F, not the share of Invesco Dorsey Wright Moment the manager owns.