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 |
| AlphaCore Capital LLC | 0.01% | No change | 3,830 | $462K |
| Citadel Advisors | 0.00% | New | 3,704 | $447K |
| Pine Valley Investments Ltd Liability Co | 0.02% | New | 3,701 | $447K |
| Jones Financial Companies LLLP | 0.00% | Reduce -7.4% | 3,562 | $421K |
| Sapient Capital LLC | 0.01% | No change | 3,454 | $417K |
| Spire Wealth Management | 0.01% | No change | 3,404 | $411K |
| Journey Strategic Wealth LLC | 0.01% | No change | 3,349 | $404K |
| Global Assets Advisory, LLC | 0.11% | No change | 3,200 | $386K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 3,196 | $386K |
| Castle Rock Wealth Management, LLC | 0.08% | No change | 3,130 | $385K |
| Eagle Bay Advisors LLC | 0.34% | Reduce -9.6% | 3,181 | $384K |
| Golden Road Advisors LLC | 0.22% | Reduce -1.9% | 3,175 | $383K |
| Private Advisor Group, LLC | 0.00% | No change | 3,129 | $378K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 3,125 | $377K |
| Selective Wealth Management, Inc. | 0.11% | No change | 2,798 | $371K |
| Trinity Wealth Management, LLC | 0.14% | Reduce -10.9% | 3,070 | $371K |
| Vise Technologies, Inc. | 0.01% | No change | 3,146 | $366K |
| Morling Financial Advisors, LLC | 0.11% | No change | 2,933 | $354K |
| Modern Wealth Management, LLC | 0.01% | No change | 2,831 | $349K |
| Kingsview Wealth Management, LLC | 0.00% | Add +1.5% | 2,849 | $344K |
| Brookstone Capital Management | 0.00% | No change | 2,820 | $340K |
| Nwam LLC | 0.02% | Reduce -1.8% | 2,807 | $339K |
| Onyx Bridge Wealth Group LLC | 0.04% | No change | 2,765 | $334K |
| Corient Private Wealth LP | 0.00% | Add +2.9% | 2,672 | $323K |
| Apollon Financial, LLC | 0.04% | No change | 2,632 | $318K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +1.6% | 2,601 | $314K |
| Strategy Asset Managers LLC | 0.05% | No change | 2,590 | $313K |
| First City Capital Management, Inc. | 0.17% | No change | 2,585 | $312K |
| Pacific Sun Financial Corp | 0.15% | Reduce -3.0% | 2,562 | $309K |
| Citigroup Inc. | 0.00% | Add +10.5% | 2,501 | $302K |
| National Bank of Canada | 0.00% | No change | 2,485 | $300K |
| Jane Street Group, LLC | 0.00% | New | 2,420 | $292K |
| Welch & Forbes LLC | 0.00% | No change | 2,419 | $292K |
| Keystone Financial Group | 0.02% | Reduce -1.9% | 2,321 | $280K |
| Claris Financial LLC | 0.15% | Reduce -8.3% | 2,299 | $278K |
| CreativeOne Wealth, LLC | 0.01% | Add +21.6% | 2,276 | $275K |
| Mgo One Seven LLC | 0.01% | Add +12.5% | 2,215 | $267K |
| Koshinski Asset Management, Inc. | 0.02% | No change | 2,190 | $264K |
| Post Resch Tallon Group Inc. | 0.21% | No change | 2,115 | $259K |
| Heritage Trust Co | 0.03% | No change | 2,095 | $253K |
| Delta Investment Management, LLC | 0.04% | No change | 2,069 | $250K |
| Affinity Wealth Management LLC | 0.04% | No change | 2,057 | $248K |
| CWC Advisors, LLC. | 0.12% | No change | 2,006 | $242K |
| Mirador Capital Partners LP | 0.03% | No change | 2,000 | $241K |
| Vista Capital Partners, Inc. | 0.02% | No change | 2,000 | $241K |
| Apollon Wealth Management, LLC | 0.00% | Reduce -1.0% | 1,996 | $241K |
| Two Sigma Securities, LLC | 0.03% | New | 1,961 | $237K |
| Gaddis Premier Wealth Advisors LLC | 0.17% | No change | 1,955 | $236K |
| Trueblood Wealth Management, LLC | 0.09% | No change | 1,912 | $231K |
| Concurrent Investment Advisors, LLC | 0.00% | New | 1,897 | $229K |
| BankPlus Trust Department | 0.06% | No change | 1,832 | $221K |
| Visionary Wealth Advisors | 0.01% | Reduce -7.7% | 1,800 | $217K |
| Northern Trust Corp. | 0.00% | New | 1,800 | $217K |
| Rehmann Capital Advisory Group | 0.01% | No change | 1,745 | $211K |
| Assetmark, Inc. | 0.00% | No change | 1,716 | $207K |
| Bank of New York Mellon Corp | 0.00% | New | 1,702 | $206K |
| WestHill Financial Advisors, Inc. | 0.04% | New | 1,690 | $204K |
| Advisory Services Network, LLC | 0.00% | New | 1,426 | $172K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 1,389 | $168K |
| Founders Financial Alliance, LLC | 0.03% | Add +69.3% | 1,378 | $166K |
| Harbour Investments, Inc. | 0.00% | Add +115.7% | 1,281 | $155K |
| AE Wealth Management LLC | 0.00% | Reduce -91.4% | 1,216 | $147K |
| Wagner Wealth Management, LLC | 0.03% | No change | 1,186 | $143K |
| MCF Advisors LLC | 0.01% | No change | 1,140 | $138K |
| Bessemer Group Inc. | 0.00% | New | 1,120 | $135K |
| Allworth Financial LP | 0.00% | No change | 1,022 | $123K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +106.1% | 1,010 | $122K |
| PlanVest Financial, Inc | 0.09% | — | 987 | $119K |
| HHM Wealth Advisors, LLC | 0.01% | No change | 913 | $110K |
| Anchor Investment Management, LLC | 0.01% | No change | 855 | $103K |
| Advisortrust Partners, LLC | 0.04% | New | 846 | $102K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 800 | $97K |
| WealthShield Partners, LLC | 0.01% | No change | 700 | $85K |
| Hazlett, Burt & Watson, Inc. | 0.02% | No change | 585 | $70K |
| Costello Asset Management, INC | 0.02% | No change | 572 | $69K |
| Salomon & Ludwin, LLC | 0.01% | No change | 528 | $65K |
| Parallel Advisors, LLC | 0.00% | No change | 409 | $49K |
| Capital Investment Counsel, Inc | 0.01% | No change | 392 | $47K |
| Operose Advisors LLC | 0.01% | Add +37.1% | 377 | $46K |
| Creative Financial Designs Inc. | 0.00% | No change | 356 | $43K |
| Root Financial Partners, LLC | 0.00% | No change | 332 | $40K |
| Hilton Head Capital Partners, LLC | 0.02% | No change | 306 | $37K |
| MAI Capital Management | 0.00% | No change | 300 | $36K |
| Barrett & Company, Inc. | 0.01% | No change | 300 | $36K |
| International Assets Investment Management, LLC | 0.00% | No change | 266 | $33K |
| Bank of Montreal | 0.00% | No change | 252 | $30K |
| Red Tortoise LLC | 0.01% | No change | 245 | $30K |
| Godfrey Financial Associates, Inc. | 0.02% | New | 211 | $25K |
| Silver Oak Securities, Incorporated | 0.00% | No change | 207 | $25K |
| LRI Investments, LLC | 0.00% | No change | 200 | $24K |
| Frazier Financial Advisors, LLC | 0.01% | Reduce -49.0% | 174 | $21K |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | No change | 130 | $16K |
| Bogart Wealth, LLC | 0.00% | No change | 114 | $14K |
| Smartleaf Asset Management LLC | 0.00% | No change | 101 | $12K |
| Broadwater Capital Management LLC | 0.01% | No change | 95 | $11K |
| SHP Wealth Management | 0.00% | New | 67 | $8K |
| Vanguard Advisers Inc. | 0.00% | — | 64 | $8K |
| Larson Financial Group LLC | 0.00% | No change | 57 | $7K |
| Golden State Wealth Management, LLC | 0.00% | No change | 45 | $5K |
| Atlas Capital Advisors Inc. | 0.00% | No change | 31 | $4K |
| Cedar Mountain Advisors, LLC | 0.00% | No change | 28 | $3K |
| Ameriflex Group, Inc. | 0.00% | No change | 25 | $3K |
| Register Financial Advisors LLC | 0.00% | No change | 12 | $1K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 9 | $1K |
| Legacy Wealth Managment, LLC | 0.00% | No change | 8 | $966 |
| Strategic Wealth Partners, Ltd. | 0.00% | Reduce -81.6% | 7 | $845 |
| Elevation Wealth Partners, LLC | 0.00% | No change | 6 | $725 |
| BlackRock, Inc. | 0.00% | No change | 1 | $88 |
"% of holder's portfolio" is PDP's weight in each manager's 13F, not the share of Invesco Dorsey Wright Moment the manager owns.