Who Owns Invesco Dorsey Wright Momentum ETF (PDP)?Hedge Fund & Institutional Holders

$120.41-0.84 (-0.69%)Financial ServicesNASDAQ

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$9.952679000450004e+213T

% of Float Held

—

QoQ Change in Holders

+15 / -1

Price History

$89.44$99.71$109.98$120.25$130.52Aug 24May 25Mar 26

PDP — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
COMMONWEALTH EQUITY SERVICES, LLCNew Position+387K+$45.0M
Janney Montgomery Scott LLCNew Position+180K+$20.0M
Savant Capital, LLCNew Position+136K+$15.0M
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCNew Position+107K+$13.1M
Millennium Capital Advisors, LLCNew Position+91K+$8.3M
ENVESTNET ASSET MANAGEMENT INCNew Position+66K+$7.0M
Institute for Wealth Management, LLC.New Position+43K+$5.0M
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLCNew Position+34K+$4.0M
MTM Investment Management, LLCNew Position+29K+$3.4M
B. Riley Wealth Advisors, Inc.New Position+27K+$3.2M
TRUIST FINANCIAL CORPNew Position+23K+$2.7M
PFG Investments, LLCNew Position+22K+$2.5M
MorganRosel Wealth Management, LLCNew Position+22K+$2.5M
LJI Wealth Management, LLCNew Position+21K+$2.5M
D.A. DAVIDSON & CO.New Position+21K+$2.5M

PDP — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
WELLS FARGO & COMPANY/MNDecreased-18K-$53.1B
BANK OF AMERICA CORP /DE/Decreased-100K-$51.9B
ROYAL BANK OF CANADADecreased-5K-$37.4B
NewSquare Capital LLCDecreased-102K-$36.3B
Prospera Financial Services IncDecreased-8K-$20.5B
Strid Group, LLCDecreased-549-$12.9B
JPMORGAN CHASE & CODecreased-18K-$12.3B
NewEdge Advisors, LLCDecreased-838-$9.9B
OSAIC HOLDINGS, INC.Decreased-1K-$7.3B
Tradition Wealth Management, LLCDecreased-9K-$7.1B
Farther Finance Advisors, LLCDecreased-11K-$4.9B
JBR Co Financial Management IncDecreased-70-$3.4B
GOLDMAN SACHS GROUP INCClosed Position-28K-$3.3B
BLAIR WILLIAM & CO/ILDecreased-650-$2.9B
NWF Advisory Services Inc.Decreased-26K-$2.6B

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Anchor Investment Management, LLC855$99.5M0.01%Share
2MORGAN STANLEY685,599$79.0M0.00%Share
3COMMONWEALTH EQUITY SERVICES, LLC386,843$45.0M0.06%Share
4RAYMOND JAMES FINANCIAL INC365,914$42.0M0.01%Share
5LPL Financial LLC350,205$40.0M0.01%Share
6WELLS FARGO & COMPANY/MN310,246$36.0M0.01%Share
7ROYAL BANK OF CANADA296,955$34.0M0.01%Share
8STIFEL FINANCIAL CORP257,673$29.0M0.03%Share
9BANK OF AMERICA CORP /DE/233,849$27.0M0.00%Share
10Summit Financial, LLC215,035$25.0M0.37%Share
11NewSquare Capital LLC205,401$23.9M2.11%Share
12UBS Group AG191,651$22.3M0.00%Share
13Janney Montgomery Scott LLC180,219$20.0M0.05%Share
14Prospera Financial Services Inc165,161$19.0M0.31%Share
15Rockefeller Capital Management L.P.151,288$17.0M0.03%Share
16NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO251,418$16.2M0.01%Share
17Savant Capital, LLC135,575$15.0M0.09%Share
18RAYMOND JAMES FINANCIAL INC127,556$14.0M0.00%Share
19WELLS FARGO & COMPANY/MN121,821$14.0M0.00%Share
20WEALTH ENHANCEMENT ADVISORY SERVICES, LLC107,152$13.1M0.02%Share
21AMERIPRISE FINANCIAL INC112,783$13.0M0.00%Share
22Strid Group, LLC108,936$12.7M1.58%Share
23BANK OF AMERICA CORP /DE/102,399$11.0M0.00%Share
24JPMORGAN CHASE & CO83,330$9.0M0.00%Share
25NewEdge Advisors, LLC83,200$9.0M0.03%Share
26Cambridge Investment Research Advisors, Inc.68,023$7.0M0.02%Share
27ENVESTNET ASSET MANAGEMENT INC66,147$7.0M0.00%Share
28OSAIC HOLDINGS, INC.61,546$7.0M0.01%Share
29MML INVESTORS SERVICES, LLC53,989$6.0M0.01%Share
30Tradition Wealth Management, LLC51,480$6.0M0.43%Share
31Institute for Wealth Management, LLC.43,067$5.0M0.53%Share
32&PARTNERS41,800$4.0M0.02%Share
33BNP PARIBAS FINANCIAL MARKETS40,000$4.0M0.00%Share
34OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC34,064$4.0M0.20%Share
35Farther Finance Advisors, LLC30,340$3.5M0.04%Share
36MTM Investment Management, LLC29,423$3.4M1.09%Share
37JBR Co Financial Management Inc29,153$3.4M1.42%Share
38B. Riley Wealth Advisors, Inc.27,245$3.2M0.15%Share
39Cetera Investment Advisers28,427$3.0M0.00%Share
40TRUIST FINANCIAL CORP23,099$2.7M0.00%Share
41PFG Investments, LLC21,830$2.5M0.12%Share
42MorganRosel Wealth Management, LLC21,790$2.5M0.63%Share
43LJI Wealth Management, LLC21,081$2.5M0.37%Share
44D.A. DAVIDSON & CO.21,048$2.5M0.02%Share
45CALTON & ASSOCIATES, INC.20,201$2.4M0.35%Share
46Capital Investment Advisory Services, LLC20,139$2.3M0.17%Share
47MGB Wealth Management, LLC18,971$2.2M0.63%Share
48EP Wealth Advisors, LLC23,190$2.0M0.01%Share
49BLAIR WILLIAM & CO/IL23,915$2.0M0.01%Share
50MERCER GLOBAL ADVISORS INC /ADV19,533$2.0M0.00%Share

PDP Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025196$841.4M+82
Q3 2025114$598.4B-71
Q2 2025185$526.2B-18
Q1 2025203$631.0B+32
Q4 2024171$21.1T+36
Q3 2024135$396.0T+4
Q2 2024131$398.6T+4
Q1 2024127$357.4T—

Similar Stocks by Institutional Ownership

1306.T

NEXT FUNDS TOPIX Exchange Traded Fund

152100.KS

PLUS 200

102780.KS

Kodex Samsung Group

1591.T

NEXT FUNDS JPX-Nikkei Index 400 Exchange Traded Fund

VOO

Vanguard S&P 500 ETF

OAKI

Oakmark International Large Cap ETF

BCTK

Baron Technology ETF

JPM

JPMorgan Chase & Co.

As of Q4 2025, 50 institutional investors hold PDP (Invesco Dorsey Wright Momentum ETF). The largest holder is Anchor Investment Management, LLC with $99.5M in shares. This quarter, 15 institutions opened new positions and 1 closed their positions.

Frequently Asked Questions

How many hedge funds own PDP?

As of Q4 2025, 50 institutional investors report holding PDP (Invesco Dorsey Wright Momentum ETF) in their 13F filings.

Who is the largest institutional holder of PDP?

The largest institutional holder of PDP is Anchor Investment Management, LLC with $99.5M in shares.

Is institutional ownership of PDP increasing or decreasing?

This quarter, 15 institutions opened new positions in PDP and 1 closed their positions.