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Invesco Dorsey Wright Momentum
PDP • NASDAQ
Invesco Dorsey Wright Momentum is an exchange-traded fund on NASDAQ. As of Q3 2025, 197 institutional investors hold shares in this ETF, with total holdings valued at $771.2M. MORGAN STANLEY is the largest holder with a position valued at $80.5M.
Overview
Overview of institutional ownership in PDP as of Q3 2025
All Institutions
- Institutions
- 197
- Value Held
- $771.2M
- Shares Held
- 6.5M
- Avg Position
- $3.9M
- Median Position
- $403.3K
Hedge Funds
- Hedge Funds
- 1
- Value Held
- $1.2M
- Shares Held
- 10.2K
- Avg Position
- $1.2M
- Median Position
- $1.2M
Biggest Investors
Institutions with the largest positions in PDP as of Q3 2025
| Institution | Position Value |
|---|---|
 MORGAN STANLEY RIA/Wealth | $80.5M 0.00% of portfolio |
 RAYMOND JAMES FINANCIAL INC RIA/Wealth | $58.0M 0.02% of portfolio |
 WELLS FARGO & COMPANY/MN Institution | $53.1M 0.01% of portfolio |
 BANK OF AMERICA CORP /DE/ Institution | $52.0M 0.00% of portfolio |
 COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | $45.6M 0.06% of portfolio |
L LPL Financial LLC Institution | $39.0M 0.01% of portfolio |
R ROYAL BANK OF CANADA Institution | $37.4M 0.01% of portfolio |
 CFG Asset Management LLC RIA/Wealth | $36.3M 2.46% of portfolio |
S STIFEL FINANCIAL CORP Long Only Manager | $25.8M 0.02% of portfolio |
 Summit Financial, LLC RIA/Wealth | $25.0M 0.38% of portfolio |
Net Capital Flow
Institutional buying and selling activity for PDP in Q3 2025
- Traded
- −$1.3M
- Buyers
- 65
- Sellers
- 88
- Total Bought
- +$38.9M
- Total Sold
- −$40.2M
- Avg Position
- $3.6M
Biggest Buyers
| Institution | Net Bought |
|---|---|
S STIFEL FINANCIAL CORP Long Only Manager | +$14.7M +124.1K shares |
+$5.1M +43.5K shares | |
B BNP PARIBAS ARBITRAGE, SA Institution | +$2.4M +20.0K shares |
 JPMORGAN CHASE & CO Institution | +$1.7M +14.2K shares |
+$1.5M +12.2K shares | |
W WILEY BROS.-AINTREE CAPITAL, LLC Institution | +$1.3M +11.4K shares |
COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | +$1.2M +10.4K shares |
 CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | +$1.2M +10.2K shares |
 GOLDMAN SACHS GROUP INC Institution | +$1.1M +9.7K shares |
R ROYAL BANK OF CANADA Institution | +$1.0M +8.5K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
 LJI Wealth Management, LLC RIA/Wealth | −$6.2M −52.4K shares |
WELLS FARGO & COMPANY/MN Institution | −$3.2M −27.0K shares |
 Farther Finance Advisors, LLC RIA/Wealth | −$2.9M −24.8K shares |
 TWO SIGMA INVESTMENTS LLC Hedge Fund•Multi-Strategy | −$2.7M −24.9K shares |
 G&S Capital LLC RIA/Wealth | −$2.5M −23.1K shares |
 ENVESTNET ASSET MANAGEMENT INC Long Only Manager | −$2.4M −19.9K shares |
F FLOW TRADERS U.S. LLC Institution | −$2.2M −20.6K shares |
MORGAN STANLEY RIA/Wealth | −$2.1M −17.6K shares |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | −$1.8M −15.0K shares |
 Fort Point Capital Partners, LLC Fund of Funds | −$1.8M −16.3K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited PDP in Q3 2025
- New Positions
- 5
- New Value
- $878.6K
- Exited Positions
- 17
- Exited Value
- $12.1M
New Positions
| Institution | Position Value |
|---|---|
R Rede Wealth, LLC RIA/Wealth | $415.4K 3.5K shares |
O Onyx Bridge Wealth Group LLC RIA/Wealth | $396.7K 3.4K shares |
R Root Financial Partners, LLC RIA/Wealth | $39.2K 332.0 shares |
 Truvestments Capital LLC RIA/Wealth | $21.4K 181.0 shares |
A AMERIFLEX GROUP, INC. Institution | $5.9K 50.0 shares |
Exited Positions
| Institution | Previous Position |
|---|---|
TWO SIGMA INVESTMENTS LLC Hedge Fund•Multi-Strategy | $2.7M 24.9K shares |
G&S Capital LLC RIA/Wealth | $2.5M 23.1K shares |
F FLOW TRADERS U.S. LLC Institution | $2.2M 20.6K shares |
Fort Point Capital Partners, LLC Fund of Funds | $1.8M 16.3K shares |
 SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | $1.7M 16.1K shares |
T TKG Advisors, LLC Institution | $372.1K 3.4K shares |
$325.8K 3.0K shares | |
 True North Advisors, LLC RIA/Wealth | $312.1K 2.9K shares |
 Capital Investment Counsel, Inc RIA/Wealth | $42.6K 392.0 shares |
 FSC Wealth Advisors, LLC RIA/Wealth | $22.1K 203.0 shares |
Options Activity
Institutions with the largest Call and Put options positions in PDP as of Q3 2025
- Call Positions
- 1
- Call Value
- $318.7K
- Put Positions
- 1
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | $318.7K 27.0 contracts |
Put Positions
| Institution | Position Value |
|---|---|
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | - - contracts |
Most Committed Institutions
Institutions with PDP as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
CFG Asset Management LLC RIA/Wealth | 2.46% $36.3M |
 Strid Group, LLC RIA/Wealth | 1.64% $12.9M |
 JBR Co Financial Management Inc RIA/Wealth | 1.46% $3.4M |
M MTM Investment Management, LLC RIA/Wealth | 1.12% $3.5M |
 PMG Wealth Management, Inc. RIA/Wealth | 0.88% $1.2M |
 MorganRosel Wealth Management, LLC RIA/Wealth | 0.68% $2.6M |
M MGB Wealth Management, LLC RIA/Wealth | 0.63% $2.2M |
 Institute for Wealth Management, LLC. RIA/Wealth | 0.56% $5.3M |
 Tradition Wealth Management, LLC RIA/Wealth | 0.54% $7.1M |
LJI Wealth Management, LLC RIA/Wealth | 0.44% $2.5M |
Hedge Fund Spotlight
Discover hedge funds investing in PDP
CITADEL ADVISORS LLC
Hedge Fund • Multi-Strategy
Portfolio ManagerKenneth Cordele Griffin
- Portfolio Value
- $122.08B
- Positions
- 5,531
- Last Reported
- Q3 2025
Sector Allocation
I
Position in Invesco Dorsey Wright Momentum
- Market Value
- $1.2M
- Shares Held
- 10.2K
- Portfolio Weight
- 0.00%
- Owned Since
- 2022-Q1
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Software - Infrastructure Technology | $2.1B | 1.68% | |
Semiconductors Technology | $1.8B | 1.50% | |
Internet Content & Information Communication Services | $1.4B | 1.18% |
