INVESCO DORSEY WRIGHT MOMENT PDP
$141.38
-3.8% 52w: $104.46 – $153.18
Latest 13F among current holders filed 13 days ago (Jun 22, 2026)
Price — last 12 months
research preview data104.46128.82153.18
Jun 20, 2025 Jul 2, 2026
Institutional holders
207
+7 QoQ
13F value
$740.7M
-1.5% QoQ
Smart-money holders
1
signal tier ≥ 2
New smart buyers
0
Q1 2026
Options barometer
1.2×
$435K calls / $350K puts
Institutional value by quarter
Number of holders
Who owns PDP?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| MORGAN STANLEY | Bank broker | 685.9K | $82.8M | 0.0% | -0.3% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 536.8K | $64.8M | 0.0% | +5.7% |
| WELLS FARGO & COMPANY/MN | Bank broker | 411.1K | $49.6M | 0.0% | -4.9% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 386.5K | $46.7M | 0.1% | -0.1% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 325.4K | $39.3M | 0.0% | -4.5% |
| ROYAL BANK OF CANADA | Bank broker | 306.3K | $37.0M | 0.0% | -1.9% |
| LPL Financial LLC | Bank broker | 284.4K | $34.3M | 0.0% | -18.8% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 244.6K | $29.5M | 0.0% | -5.1% |
| UBS Group AG | Bank broker | 214.4K | $25.9M | 0.0% | +11.5% |
| Summit Financial, LLC | Wealth advisor | 210.7K | $25.4M | 0.3% | -2.0% |
| Janney Montgomery Scott LLC | Diversified mechanical | 179.8K | $21.7M | 0.1% | -0.2% |
| Rockefeller Capital Management L.P. | Diversified mechanical | 156.2K | $18.9M | 0.0% | +3.2% |
| Prospera Financial Services Inc | Diversified mechanical | 139.8K | $16.9M | 0.3% | -15.3% |
| Savant Capital, LLC | Wealth advisor | 132.9K | $16.0M | 0.1% | -2.0% |
| NewSquare Capital LLC | Wealth advisor | 108.1K | $13.1M | 1.1% | -47.4% |
| Strid Group, LLC | Wealth advisor | 107.1K | $12.9M | 1.6% | -1.7% |
| AMERIPRISE FINANCIAL INC | Bank broker | 105.9K | $12.9M | 0.0% | -6.6% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 75.8K | $9.3M | 0.0% | -29.3% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 67.8K | $8.2M | 0.0% | +2.4% |
| NewEdge Advisors, LLC | Diversified mechanical | 64.6K | $7.8M | 0.0% | -22.4% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 62.0K | $7.5M | 0.0% | -2.5% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 53.3K | $6.4M | 0.0% | -21.7% |
| Tradition Wealth Management, LLC | Wealth advisor | 50.2K | $6.1M | 0.4% | -2.4% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 48.8K | $5.9M | 0.0% | -9.6% |
| JPMORGAN CHASE & CO | Bank broker | 46.6K | $5.4M | 0.0% | -46.3% |
| &PARTNERS | Diversified mechanical | 43.8K | $5.3M | 0.0% | +4.7% |
| Institute for Wealth Management, LLC. | Other | 42.8K | $5.2M | 0.6% | -0.7% |
| BNP PARIBAS FINANCIAL MARKETS | Bank broker | 40.0K | $4.8M | 0.0% | Held |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | Other | 34.0K | $4.1M | 0.2% | -0.3% |
| Cetera Investment Advisers | Wealth advisor | 29.5K | $3.6M | 0.0% | +3.6% |
| MTM Investment Management, LLC | Other | 29.0K | $3.5M | 1.1% | -1.5% |
| NBC SECURITIES, INC. | Diversified mechanical | 28.6K | $3.5M | 0.3% | +188.7% |
| JBR Co Financial Management Inc | Wealth advisor | 29.2K | $3.4M | 1.4% | Held |
| Farther Finance Advisors, LLC | Wealth advisor | 27.1K | $3.3M | 0.0% | -10.7% |
| B. Riley Wealth Advisors, Inc. | Diversified mechanical | 24.7K | $2.9M | 0.2% | -9.2% |
| BLAIR WILLIAM & CO/IL | Diversified mechanical | 23.4K | $2.8M | 0.0% | -2.1% |
| EP Wealth Advisors, LLC | Wealth advisor | 22.3K | $2.7M | 0.0% | -4.0% |
| D.A. DAVIDSON & CO. | Wealth advisor | 20.5K | $2.5M | 0.0% | -2.6% |
| Capital Investment Advisory Services, LLC | Wealth advisor | 20.1K | $2.4M | 0.2% | Held |
| CALTON & ASSOCIATES, INC. | Wealth advisor | 19.8K | $2.4M | 0.3% | -1.9% |
| MERCER GLOBAL ADVISORS INC /ADV | Wealth advisor | 19.2K | $2.3M | 0.0% | -1.6% |
| LJI Wealth Management, LLC | Wealth advisor | 19.2K | $2.3M | 0.4% | -8.9% |
| Equitable Holdings, Inc. | Wealth advisor | 19.3K | $2.2M | 0.0% | +117.7% |
| TRUIST FINANCIAL CORP | Diversified mechanical | 18.2K | $2.2M | 0.0% | -21.4% |
| Waverly Advisors, LLC | Wealth advisor | 18.2K | $2.2M | 0.0% | Held |
| Sovereign Financial Group, Inc. | Wealth advisor | 16.8K | $2.0M | 0.4% | Held |
| Private Advisory Group LLC | Other | 16.0K | $1.9M | 0.1% | +86.9% |
| Snowden Capital Advisors LLC | Diversified mechanical | 15.7K | $1.9M | 0.1% | +0.6% |
| Arkadios Wealth Advisors | Wealth advisor | 15.0K | $1.8M | 0.0% | +8.6% |
| Heirloom Wealth Management | Other | 14.9K | $1.8M | 0.3% | New |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.