Who owns Invesco Dorsey Wright Momentum ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of PDP from SEC Form 13F filings across 222 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 222 institutions disclosed 6.5M shares of Invesco Dorsey Wright Momentum ETF worth $987.8M — about 59.4% of shares outstanding; the largest disclosed holder is MORGAN STANLEY. Source: SEC Form 13F filings, parsed by EvidInvest.
222
13F holders
$987.8M
value, 2026 filers
59.4%
of shares outstanding (6.5M sh)
35
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of PDP's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 890,849 | $135.2M | 0.0% | 8.1% | +29.9% |
| 2 | RAYMOND JAMES FINANCIAL INC | 664,010 | $100.8M | 0.0% | 6% | +23.7% |
| 3 | WELLS FARGO & COMPANY/MN | 397,255 | $60.3M | 0.0% | 3.6% | -3.4% |
| 4 | COMMONWEALTH EQUITY SERVICES, LLC | 369,927 | $56.1M | 0.1% | 3.4% | -4.3% |
| 5 | BANK OF AMERICA CORP /DE/ | 341,051 | $51.7M | 0.0% | 3.1% | +4.8% |
| 6 | ROYAL BANK OF CANADA | 299,497 | $45.4M | 0.0% | 2.7% | -2.2% |
| 7 | LPL Financial LLC | 283,329 | $43.0M | 0.0% | 2.6% | -0.4% |
| 8 | STIFEL FINANCIAL CORP | 247,279 | $37.5M | 0.0% | 2.3% | +1.1% |
| 9 | Summit Financial, LLC | 206,793 | $31.4M | 0.3% | 1.9% | -1.8% |
| 10 | Janney Montgomery Scott LLC | 181,714 | $27.6M | 0.1% | 1.7% | +1.1% |
| 11 | UBS Group AG | 179,532 | $27.2M | 0.0% | 1.6% | -16.3% |
| 12 | Rockefeller Capital Management L.P. | 155,358 | $23.6M | 0.0% | 1.4% | -0.5% |
| 13 | Savant Capital, LLC | 130,472 | $19.8M | 0.1% | 1.2% | -1.8% |
| 14 | NewSquare Capital LLC | 129,102 | $19.6M | 1.4% | 1.2% | +19.4% |
| 15 | Prospera Financial Services Inc | 125,241 | $19.0M | 0.3% | 1.1% | -10.4% |
| 16 | AMERIPRISE FINANCIAL INC | 118,675 | $18.0M | 0.0% | 1.1% | +12.0% |
| 17 | Strid Group, LLC | 105,857 | $16.1M | 1.8% | 1% | -1.2% |
| 18 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 77,428 | $11.0M | 0.0% | 0.7% | +2.2% |
| 19 | OSAIC HOLDINGS, INC. | 72,325 | $11.0M | 0.0% | 0.7% | +16.7% |
| 20 | ENVESTNET ASSET MANAGEMENT INC | 65,960 | $10.0M | 0.0% | 0.6% | -2.6% |
| 21 | NewEdge Advisors, LLCNEW | 63,518 | $9.6M | 0.0% | 0.6% | new |
| 22 | &PARTNERS | 59,063 | $9.0M | 0.0% | 0.5% | +35.0% |
| 23 | MML INVESTORS SERVICES, LLC | 53,529 | $8.1M | 0.0% | 0.5% | +9.6% |
| 24 | Tradition Wealth Management, LLC | 51,631 | $7.8M | 0.5% | 0.5% | +2.8% |
| 25 | Cambridge Investment Research Advisors, Inc. | 49,489 | $7.5M | 0.0% | 0.5% | -7.1% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.