Invesco Dorsey Wright MomentPDPETF
13F holders, Q2 2026 (June 30)223holders +15
29new positions
12sold out
2famous investors
$151.56avg. 13F price*
At the end of Q2 2026, 223 institutions reported holding Invesco Dorsey Wright Moment (PDP) in their 13F filings, up 15 from Q1 2026. 29 opened new positions and 12 sold out. The largest holders were Morgan Stanley ($135.2M), Raymond James Financial Inc. ($100.8M) and Wells Fargo & Company ($60.3M). 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 Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 29 | $14.2M |
| Exits | 12 | $1.5M |
All 13F filers, Q1 2026 → Q2 2026: 588,798 shares bought and 213,497 shares sold, net +375,301 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 223 holders
| Morgan Stanley | 0.01% | Add +29.9% | 890,849 | $135.2M |
| Raymond James Financial Inc. | 0.03% | Add +23.7% | 664,010 | $100.8M |
| Wells Fargo & Company | 0.01% | Reduce -3.4% | 397,255 | $60.3M |
| Commonwealth Equity Services, LLC | 0.07% | Reduce -4.3% | 369,927 | $56.1M |
| Bank of America Corp. | 0.00% | Add +4.8% | 341,051 | $51.7M |
| Royal Bank of Canada | 0.01% | Reduce -2.2% | 299,497 | $45.4M |
| LPL Financial LLC | 0.01% | Reduce -0.4% | 283,329 | $43.0M |
| Stifel Financial Corp. | 0.03% | Add +1.1% | 247,279 | $37.5M |
| Summit Financial, LLC | 0.34% | Reduce -1.8% | 206,793 | $31.4M |
| Janney Montgomery Scott LLC | 0.05% | Add +1.1% | 181,714 | $27.6M |
| UBS Group AG | 0.00% | Reduce -16.3% | 179,532 | $27.2M |
| Rockefeller Capital Management L.P. | 0.04% | Reduce -0.5% | 155,358 | $23.6M |
| Savant Capital, LLC | 0.06% | Reduce -1.8% | 130,472 | $19.8M |
| NewSquare Capital LLC | 1.46% | Add +19.4% | 129,102 | $19.6M |
| Prospera Financial Services Inc | 0.28% | Reduce -10.4% | 125,241 | $19.0M |
| Ameriprise Financial Inc. | 0.00% | Add +12.0% | 118,675 | $18.0M |
| Strid Group, LLC | 1.78% | Reduce -1.2% | 105,857 | $16.1M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +2.2% | 77,428 | $11.0M |
| Osaic Holdings, Inc. | 0.01% | Add +16.7% | 72,325 | $11.0M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -2.6% | 65,960 | $10.0M |
| NewEdge Advisors, LLC | 0.03% | Reduce -1.6% | 63,518 | $9.6M |
| &partners | 0.04% | Add +35.0% | 59,063 | $9.0M |
| MML Investors Services, LLC | 0.02% | Add +9.6% | 53,529 | $8.1M |
| Tradition Wealth Management, LLC | 0.48% | Add +2.8% | 51,631 | $7.8M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -7.1% | 49,489 | $7.5M |
| Institute for Wealth Management, LLC. | 0.57% | Reduce 0.0% | 42,767 | $6.5M |
| JPMorgan Chase & Co. | 0.00% | Reduce -12.1% | 40,929 | $6.1M |
| Affinity Wealth Management LLC | 0.76% | Add +1794.5% | 38,969 | $5.9M |
| Osborne Partners Capital Management, LLC | 0.29% | No change | 33,954 | $5.2M |
| Cetera Investment Advisers | 0.00% | Add +5.0% | 30,917 | $4.7M |
| MTM Investment Management, LLC | 1.24% | Reduce -1.0% | 28,686 | $4.4M |
| Lanark Financial, Inc. | 0.29% | Reduce -0.2% | 28,541 | $4.3M |
| Farther Finance Advisors, LLC | 0.03% | Add +0.6% | 27,248 | $4.1M |
| JBR Co Financial Management Inc | 1.49% | Reduce -7.5% | 26,974 | $4.1M |
| B. Riley Wealth Advisors, Inc. | 0.20% | Reduce -0.1% | 24,711 | $3.7M |
| Blair William & Co. | 0.01% | Add +0.3% | 23,485 | $3.6M |
| EP Wealth Advisors, LLC | 0.01% | Add +0.9% | 22,474 | $3.4M |
| Mercer Global Advisors Inc. | 0.00% | Add +13.2% | 21,750 | $3.3M |
| D.A. Davidson & Co. | 0.02% | Add +3.9% | 21,292 | $3.2M |
| Two Sigma Investments, LP | 0.00% | New | 20,733 | $3.1M |
| Capital Investment Advisory Services, LLC | 0.19% | No change | 20,139 | $3.1M |
| Equitable Holdings, Inc. | 0.02% | Add +4.4% | 20,103 | $3.1M |
| Waverly Advisors, LLC | 0.02% | No change | 18,189 | $2.8M |
| Global Retirement Partners, LLC | 0.04% | — | 17,762 | $2.7M |
| Beacon Pointe Advisors, LLC | 0.01% | New | 17,026 | $2.6M |
| Sovereign Financial Group, Inc. | 0.39% | No change | 16,767 | $2.5M |
| Snowden Capital Advisors LLC | 0.06% | Add +6.5% | 16,716 | $2.5M |
| Truist Financial Corp. | 0.00% | Reduce -16.1% | 15,266 | $2.3M |
| PFG Investments, LLC | 0.09% | Add +7.3% | 15,138 | $2.3M |
| Arkadios Wealth Advisors | 0.03% | Reduce -9.0% | 13,644 | $2.1M |
| Focus Partners Wealth | 0.00% | Reduce -7.1% | 13,601 | $2.1M |
| Calton & Associates, Inc. | 0.29% | Reduce -34.0% | 13,077 | $2.0M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -6.0% | 12,667 | $1.9M |
| Benjamin Edwards Inc. | 0.02% | Add +3.9% | 12,104 | $1.8M |
| Sowell Financial Services LLC | 0.06% | Reduce -0.0% | 11,861 | $1.8M |
| Heirloom Wealth Management | 0.24% | Reduce -26.1% | 10,991 | $1.7M |
| Kelly Financial Group LLC | 0.36% | Reduce -0.8% | 10,827 | $1.6M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -1.6% | 10,745 | $1.6M |
| Geneos Wealth Management Inc. | 0.03% | Add +95.0% | 10,602 | $1.6M |
| PMG Wealth Management, Inc. | 0.95% | Add +4.5% | 10,137 | $1.5M |
| AE Wealth Management LLC | 0.01% | Add +715.0% | 9,911 | $1.5M |
| BNP Paribas Financial Markets | 0.00% | Reduce -75.8% | 9,700 | $1.5M |
| Bridgewater Advisors Inc. | 0.08% | No change | 10,712 | $1.4M |
| Fifth Third Bancorp | 0.00% | No change | 9,251 | $1.4M |
| HB Wealth Management, LLC | 0.01% | Add +3.6% | 9,187 | $1.4M |
| Nilsine Partners, LLC | 0.09% | New | 8,265 | $1.3M |
| Creative Planning | 0.00% | Add +0.3% | 8,263 | $1.3M |
| LJI Wealth Management, LLC | 0.17% | Reduce -57.1% | 8,226 | $1.2M |
| Scotia Capital Inc. | 0.00% | Reduce -0.1% | 8,094 | $1.2M |
| Second Half Financial Partners, LLC | 0.50% | Add +7.8% | 8,044 | $1.2M |
| Lloyd Advisory Services, LLC. | 0.47% | New | 8,029 | $1.2M |
| Bellars Harris Wealth Management, LLC | 0.24% | — | 7,827 | $1.2M |
| Baird Financial Group, Inc. | 0.00% | Reduce -7.0% | 7,614 | $1.2M |
| Focus Financial Network, Inc. | 0.04% | Add +2.7% | 7,541 | $1.1M |
| FMR LLC | 0.00% | Reduce -5.9% | 7,220 | $1.1M |
| Integrity Alliance, Llc. | 0.03% | Reduce -11.8% | 7,165 | $1.1M |
| Susquehanna International Group, LLP | 0.00% | Reduce -21.9% | 7,161 | $1.1M |
| Stephens Inc. | 0.01% | Reduce -16.5% | 6,828 | $1.0M |
| Quantinno Capital Management LP | 0.00% | Add +11.8% | 6,760 | $1.0M |
| Pathstone Holdings, LLC | 0.00% | New | 6,574 | $997K |
| Baker Avenue Asset Management, LP | 0.02% | Add +23.3% | 6,469 | $982K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -6.8% | 6,253 | $949K |
| Mullooly Asset Management, Inc. | 0.29% | Reduce -0.7% | 6,148 | $932K |
| Merit Financial Group, LLC | 0.01% | Reduce -3.1% | 6,065 | $920K |
| Ewa, LLC | 0.16% | New | 5,706 | $866K |
| Wagner Wealth Management, Corp | 0.68% | Reduce -5.3% | 5,575 | $846K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +0.2% | 5,490 | $833K |
| Creative Financial Designs Inc. | 0.04% | Add +1441.3% | 5,487 | $833K |
| HighTower Advisors, LLC | 0.00% | Reduce -2.4% | 5,407 | $820K |
| MorganRosel Wealth Management, LLC | 0.27% | Reduce -12.4% | 5,293 | $803K |
| Spire Wealth Management | 0.02% | Add +55.2% | 5,284 | $802K |
| Millennium Capital Advisors, LLC | 0.44% | Add +0.0% | 5,263 | $799K |
| Prosperity Financial Group, Inc. | 0.24% | Reduce -0.0% | 5,164 | $784K |
| WealthBridge Capital Management, LLC | 0.15% | Reduce -3.9% | 4,930 | $748K |
| Kiker Wealth Management, LLC | 0.28% | Reduce -1.5% | 4,746 | $720K |
| AQR Capital Management | 0.00% | Reduce -1.8% | 4,537 | $688K |
| Principle Wealth Partners LLC | 0.03% | No change | 4,395 | $667K |
| Private Trust Co. NA | 0.05% | Reduce -1.1% | 4,370 | $663K |
| Cibc World Market Inc. | 0.00% | No change | 4,321 | $656K |
| Cyndeo Wealth Partners, LLC | 0.03% | No change | 4,302 | $653K |
| Vise Technologies, Inc. | 0.01% | Add +33.6% | 4,203 | $638K |
| First Trust Advisors LP | 0.00% | Reduce -3.8% | 4,109 | $623K |
| Redwood Family Wealth LLC | 0.55% | Reduce -4.5% | 4,088 | $620K |
| Jones Financial Companies LLLP | 0.00% | Add +17.1% | 4,173 | $615K |
| Bryn Mawr Trust Advisors, LLC | 0.03% | No change | 4,051 | $615K |
| Navigation Group, LLC | 0.12% | No change | 4,050 | $615K |
| HighPoint Advisor Group LLC | 0.02% | No change | 3,890 | $590K |
| NWF Advisory Services Inc. | 0.06% | No change | 3,878 | $588K |
| AlphaCore Capital LLC | 0.01% | No change | 3,830 | $581K |
| Pine Valley Investments Ltd Liability Co | 0.02% | No change | 3,701 | $561K |
| Sapient Capital LLC | 0.01% | No change | 3,454 | $524K |
| Realta Investment Advisors | 0.16% | Reduce -22.7% | 3,415 | $518K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -56.1% | 3,334 | $506K |
| Private Advisor Group, LLC | 0.00% | Add +4.9% | 3,283 | $498K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 3,196 | $485K |
| Eagle Bay Advisors LLC | 0.36% | No change | 3,181 | $483K |
| Golden Road Advisors LLC | 0.23% | No change | 3,175 | $482K |
| Citigroup Inc. | 0.00% | Add +26.1% | 3,153 | $478K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -0.3% | 3,115 | $473K |
| Global Assets Advisory, LLC | 0.10% | No change | 3,200 | $471K |
| Trinity Wealth Management, LLC | 0.15% | No change | 3,070 | $466K |
| Morling Financial Advisors, LLC | 0.12% | No change | 2,933 | $445K |
| IFP Advisors, Inc | 0.01% | Reduce -36.9% | 2,925 | $444K |
| Private Advisory Group LLC | 0.02% | Reduce -82.0% | 2,871 | $436K |
| Kingsview Wealth Management, LLC | 0.01% | No change | 2,849 | $432K |
| Modern Wealth Management, LLC | 0.01% | No change | 2,831 | $430K |
| Brookstone Capital Management | 0.00% | No change | 2,820 | $428K |
| Nwam LLC | 0.02% | No change | 2,807 | $426K |
| Assetmark, Inc. | 0.00% | Add +61.6% | 2,773 | $421K |
| Castle Rock Wealth Management, LLC | 0.08% | Reduce -10.1% | 2,813 | $413K |
| Corient Private Wealth LP | 0.00% | No change | 2,672 | $405K |
| Onyx Bridge Wealth Group LLC | 0.04% | Reduce -3.9% | 2,656 | $403K |
| Apollon Financial, LLC | 0.05% | Reduce -1.5% | 2,592 | $393K |
| First City Capital Management, Inc. | 0.19% | No change | 2,585 | $392K |
| Strategy Asset Managers LLC | 0.06% | Reduce -0.7% | 2,573 | $390K |
| Pacific Sun Financial Corp | 0.16% | No change | 2,562 | $389K |
| National Bank of Canada | 0.00% | No change | 2,485 | $377K |
| Welch & Forbes LLC | 0.00% | No change | 2,419 | $367K |
| Cerity Partners LLC | 0.00% | New | 2,427 | $365K |
| Citadel Advisors | 0.00% | Reduce -35.4% | 2,394 | $363K |
| StoneX Group Inc. | 0.01% | New | 2,474 | $363K |
| XTX Topco Ltd | 0.00% | New | 2,345 | $356K |
| Keystone Financial Group | 0.02% | No change | 2,321 | $352K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -0.1% | 2,274 | $345K |
| Selective Wealth Management, Inc. | 0.09% | Reduce -10.7% | 2,500 | $338K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -15.6% | 2,195 | $333K |
| Koshinski Asset Management, Inc. | 0.02% | No change | 2,190 | $332K |
| Concurrent Investment Advisors, LLC | 0.00% | Add +15.3% | 2,187 | $332K |
| Heritage Trust Co | 0.03% | No change | 2,095 | $318K |
| Delta Investment Management, LLC | 0.05% | No change | 2,069 | $314K |
| Post Resch Tallon Group Inc. | 0.21% | Reduce -3.5% | 2,040 | $310K |
| CWC Advisors, LLC. | 0.14% | No change | 2,006 | $304K |
| Mirador Capital Partners LP | 0.04% | No change | 2,000 | $303K |
| Vista Capital Partners, Inc. | 0.03% | No change | 2,000 | $303K |
| Gaddis Premier Wealth Advisors LLC | 0.18% | No change | 1,955 | $297K |
| Trueblood Wealth Management, LLC | 0.10% | No change | 1,912 | $290K |
| BankPlus Trust Department | 0.07% | No change | 1,832 | $278K |
| Visionary Wealth Advisors | 0.01% | No change | 1,800 | $273K |
| Sequoia Financial Advisors, LLC | 0.00% | New | 1,760 | $267K |
| Rehmann Capital Advisory Group | 0.01% | No change | 1,745 | $265K |
| Bank of New York Mellon Corp | 0.00% | Reduce -0.1% | 1,701 | $258K |
| WestHill Financial Advisors, Inc. | 0.04% | No change | 1,690 | $256K |
| Apollon Wealth Management, LLC | 0.00% | Reduce -17.7% | 1,643 | $249K |
| Clark Capital Management Group, Inc. | 0.00% | New | 1,604 | $243K |
| AMG National Trust Bank | 0.01% | New | 1,600 | $243K |
| Advisors Capital Management, LLC | 0.00% | New | 1,556 | $236K |
| Smith, Moore & Co. | 0.02% | New | 1,546 | $235K |
| Oak Asset Management, LLC | 0.07% | New | 1,450 | $220K |
| Cascade Financial Partners, LLC | 0.02% | New | 1,450 | $220K |
| Advisory Services Network, LLC | 0.00% | No change | 1,426 | $216K |
| Dale Q Rice Investment Management Ltd | 0.12% | New | 1,422 | $216K |
| Panoramic Capital Partners, LLC | 0.10% | New | 1,400 | $212K |
| Founders Financial Alliance, LLC | 0.03% | No change | 1,378 | $209K |
| Lansing Street Advisors | 0.04% | New | 1,355 | $206K |
| Aurora Private Wealth, Inc. | 0.13% | New | 1,339 | $203K |
| Mariner, LLC | 0.00% | New | 1,329 | $202K |
| Harbour Investments, Inc. | 0.00% | No change | 1,281 | $194K |
| Bank of Montreal | 0.00% | Add +396.8% | 1,252 | $190K |
| Wagner Wealth Management, LLC | 0.03% | No change | 1,186 | $180K |
| MCF Advisors LLC | 0.01% | No change | 1,140 | $173K |
| Bessemer Group Inc. | 0.00% | No change | 1,120 | $170K |
| Ameriflex Group, Inc. | 0.06% | Add +4000.0% | 1,025 | $156K |
| Allworth Financial LP | 0.00% | No change | 1,022 | $155K |
| PlanVest Financial, Inc | 0.10% | Add +0.1% | 988 | $150K |
| Anchor Investment Management, LLC | 0.01% | No change | 855 | $130K |
| HHM Wealth Advisors, LLC | 0.01% | Reduce -15.3% | 773 | $117K |
| Pursuit Wealth Strategies, LLC | 0.15% | New | 752 | $114K |
| Wilmington Savings Fund Society, FSB | 0.00% | Reduce -12.5% | 700 | $106K |
| Hazlett, Burt & Watson, Inc. | 0.02% | No change | 585 | $89K |
| Costello Asset Management, INC | 0.03% | No change | 572 | $87K |
| Salomon & Ludwin, LLC | 0.01% | Reduce -4.4% | 505 | $74K |
| Parallel Advisors, LLC | 0.00% | No change | 409 | $62K |
| Capital Investment Counsel, Inc | 0.01% | No change | 392 | $59K |
| Operose Advisors LLC | 0.01% | No change | 377 | $57K |
| Networth Advisors, LLC | 0.03% | New | 336 | $51K |
| Kingdom Financial Group LLC. | 0.01% | New | 314 | $48K |
| Hilton Head Capital Partners, LLC | 0.02% | No change | 306 | $46K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -70.5% | 298 | $45K |
| International Assets Investment Management, LLC | 0.00% | No change | 266 | $39K |
| Arax Advisory Partners | 0.00% | New | 220 | $33K |
| Montgomery Financial Services LLC | 0.03% | — | 217 | $33K |
| Godfrey Financial Associates, Inc. | 0.02% | No change | 211 | $32K |
| Silver Oak Securities, Incorporated | 0.00% | No change | 207 | $31K |
| Russell Investments Group, Ltd. | 0.00% | New | 206 | $31K |
| LRI Investments, LLC | 0.00% | No change | 200 | $30K |
| Frazier Financial Advisors, LLC | 0.01% | No change | 174 | $26K |
| Quest 10 Wealth Builders, Inc. | 0.02% | New | 132 | $20K |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | No change | 130 | $20K |
| Bogart Wealth, LLC | 0.00% | No change | 114 | $17K |
| Smartleaf Asset Management LLC | 0.00% | No change | 101 | $15K |
| Broadwater Capital Management LLC | 0.01% | No change | 95 | $14K |
| SHP Wealth Management | 0.00% | No change | 67 | $10K |
| Vanguard Advisers Inc. | 0.00% | No change | 64 | $10K |
| Trust Co | 0.00% | New | 63 | $10K |
| Larson Financial Group LLC | 0.00% | No change | 57 | $9K |
| Golden State Wealth Management, LLC | 0.00% | No change | 45 | $7K |
| Cedar Mountain Advisors, LLC | 0.00% | No change | 28 | $4K |
| Atlas Capital Advisors Inc. | 0.00% | Reduce -29.0% | 22 | $3K |
| Register Financial Advisors LLC | 0.00% | No change | 12 | $2K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 9 | $1K |
| Elevation Wealth Partners, LLC | 0.00% | No change | 6 | $911 |
| Qube Research & Technologies Ltd | 0.00% | New | 4 | $607 |
| BlackRock, Inc. | 0.00% | No change | 1 | $110 |
"% of holder's portfolio" is PDP's weight in each manager's 13F, not the share of Invesco Dorsey Wright Moment the manager owns.