PDP Institutional Ownership
Invesco Dorsey Wright Momentum ETF
1W: +0.8%
1M: +6.0%
3M: -2.4%
YTD: +18.2%
1Y: +18.2%
3Y: +83.8%
5Y: +50.8%
$140.29
+1.30 (+0.93%)
Weekly Expected Move ±2.8%
$132
$136
$140
$144
$148
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
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Institutional Ownership — PDP
237
Institutional Holders
+18 vs prior quarter
0.0%
Ownership
+0.00pp
960M
Total Invested
33
New Positions
45
Increased
83
Reduced
13
Closed
1.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (248 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 890,849 | 125M | +204,974 | +29.9% | 33Q | SEC ↗ |
| 2 | RAYMOND JAMES FINANCIAL INC | 664,010 | 93M | +127,248 | +23.7% | 7Q | SEC ↗ |
| 3 | WELLS FARGO & COMPANY/MN | 397,255 | 56M | -13,807 | -3.4% | 33Q | SEC ↗ |
| 4 | COMMONWEALTH EQUITY SERVICES, LLC | 369,927 | 52M | -16,564 | -4.3% | 33Q | SEC ↗ |
| 5 | BANK OF AMERICA CORP /DE | 341,051 | 48M | +15,681 | +4.8% | 15Q | SEC ↗ |
| 6 | ROYAL BANK OF CANADA | 299,497 | 42M | -6,814 | -2.2% | 33Q | SEC ↗ |
| 7 | LPL Financial LLC | 283,329 | 40M | -1,066 | -0.4% | 33Q | SEC ↗ |
| 8 | STIFEL FINANCIAL CORP | 247,279 | 35M | +2,720 | +1.1% | 33Q | SEC ↗ |
| 9 | Summit Financial, LLC | 206,793 | 29M | -3,860 | -1.8% | 6Q | SEC ↗ |
| 10 | Janney Montgomery Scott LLC | 181,714 | 25M | +1,911 | +1.1% | 33Q | SEC ↗ |
| 11 | UBS Group AG | 179,532 | 25M | -34,881 | -16.3% | 33Q | SEC ↗ |
| 12 | Rockefeller Capital Management L.P. | 155,358 | 22M | -827 | -0.5% | 20Q | SEC ↗ |
| 13 | Savant Capital, LLC | 130,472 | 18M | -2,445 | -1.8% | 19Q | SEC ↗ |
| 14 | NewSquare Capital LLC | 129,102 | 18M | +20,986 | +19.4% | 33Q | SEC ↗ |
| 15 | Prospera Financial Services Inc | 125,241 | 18M | -14,576 | -10.4% | 29Q | SEC ↗ |
| 16 | AMERIPRISE FINANCIAL INC | 118,675 | 17M | +12,741 | +12.0% | 16Q | SEC ↗ |
| 17 | Strid Group, LLC | 105,857 | 15M | -1,274 | -1.2% | 33Q | SEC ↗ |
| 18 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 77,428 | 11M | +1,646 | +2.2% | 25Q | SEC ↗ |
| 19 | OSAIC HOLDINGS, INC. | 72,325 | 10M | +10,370 | +16.7% | 26Q | SEC ↗ |
| 20 | ENVESTNET ASSET MANAGEMENT INC | 65,960 | 9M | -1,792 | -2.6% | 32Q | SEC ↗ |
| 21 | NewEdge Advisors, LLC | 63,518 | 9M | -1,039 | -1.6% | 33Q | SEC ↗ |
| 22 | &PARTNERS | 59,063 | 8M | +15,311 | +35.0% | 8Q | SEC ↗ |
| 23 | MML INVESTORS SERVICES, LLC | 53,529 | 8M | +4,706 | +9.6% | 33Q | SEC ↗ |
| 24 | Tradition Wealth Management, LLC | 51,631 | 7M | +1,412 | +2.8% | 23Q | SEC ↗ |
| 25 | Cambridge Investment Research Advisors | 49,489 | 7M | -3,783 | -7.1% | 33Q | SEC ↗ |
| 26 | Institute for Wealth Management, LLC. | 42,767 | 6M | -2 | -0.0% | 31Q | SEC ↗ |
| 27 | JPMORGAN CHASE & CO | 40,929 | 6M | -5,631 | -12.1% | 33Q | SEC ↗ |
| 28 | AFFINITY WEALTH MANAGEMENT LLC | 38,969 | 5M | +36,912 | +1794.5% | 7Q | SEC ↗ |
| 29 | OSBORNE PARTNERS CAPITAL MANAGEMENT, L | 33,954 | 5M | — | +0.0% | 33Q | SEC ↗ |
| 30 | Cetera Investment Advisers | 30,917 | 4M | +1,457 | +4.9% | 15Q | SEC ↗ |
| 31 | MTM Investment Management, LLC | 28,686 | 4M | -292 | -1.0% | 23Q | SEC ↗ |
| 32 | LANARK FINANCIAL, INC. | 28,541 | 4M | -50 | -0.2% | 12Q | SEC ↗ |
| 33 | Farther Finance Advisors, LLC | 27,248 | 4M | +156 | +0.6% | 7Q | SEC ↗ |
| 34 | JBR Co Financial Management Inc | 26,974 | 4M | -2,179 | -7.5% | 11Q | SEC ↗ |
| 35 | B. Riley Wealth Advisors, Inc. | 24,711 | 3M | -31 | -0.1% | 33Q | SEC ↗ |
| 36 | BLAIR WILLIAM & CO/IL | 23,485 | 3M | +70 | +0.3% | 31Q | SEC ↗ |
| 37 | EP Wealth Advisors, LLC | 22,474 | 3M | +208 | +0.9% | 3Q | SEC ↗ |
| 38 | MERCER GLOBAL ADVISORS INC /ADV | 21,750 | 3M | +2,527 | +13.1% | 30Q | SEC ↗ |
| 39 | D.A. DAVIDSON & CO. | 21,292 | 3M | +795 | +3.9% | 33Q | SEC ↗ |
| 40 | TWO SIGMA INVESTMENTS, LP NEW | 20,733 | 3M | — | +0.0% | 1Q | SEC ↗ |
| 41 | Capital Investment Advisory Services, | 20,139 | 3M | — | +0.0% | 31Q | SEC ↗ |
| 42 | Equitable Holdings, Inc. | 20,103 | 3M | +848 | +4.4% | 19Q | SEC ↗ |
| 43 | Waverly Advisors, LLC | 18,189 | 3M | — | +0.0% | 33Q | SEC ↗ |
| 44 | Global Retirement Partners, LLC NEW | 17,762 | 2M | — | +0.0% | 1Q | SEC ↗ |
| 45 | Beacon Pointe Advisors, LLC NEW | 17,026 | 2M | — | +0.0% | 1Q | SEC ↗ |
| 46 | Sovereign Financial Group, Inc. | 16,767 | 2M | — | +0.0% | 19Q | SEC ↗ |
| 47 | Snowden Capital Advisors LLC | 16,716 | 2M | +1,020 | +6.5% | 33Q | SEC ↗ |
| 48 | TRUIST FINANCIAL CORP | 15,266 | 2M | -2,941 | -16.2% | 27Q | SEC ↗ |
| 49 | PFG Investments, LLC | 15,138 | 2M | +1,034 | +7.3% | 14Q | SEC ↗ |
| 50 | Arkadios Wealth Advisors | 13,644 | 2M | -1,356 | -9.0% | 11Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| TWO SIGMA INVESTMENTS, LP | 20,733 | 3M |
| Global Retirement Partners, LLC | 17,762 | 2M |
| Beacon Pointe Advisors, LLC | 17,026 | 2M |
| Nilsine Partners, LLC | 8,265 | 1M |
| Lloyd Advisory Services, LLC. | 8,029 | 1M |
| Bellars Harris Wealth Management, L | 7,827 | 1M |
| Pathstone Holdings, LLC | 6,574 | 922K |
| EWA, LLC | 5,706 | 800K |
| StoneX Group Inc. | 2,474 | 347K |
| Cerity Partners LLC | 2,427 | 340K |
| XTX Topco Ltd | 2,345 | 329K |
| Sequoia Financial Advisors, LLC | 1,760 | 247K |
| Clark Capital Management Group, Inc | 1,604 | 225K |
| AMG National Trust Bank | 1,600 | 224K |
| Advisors Capital Management, LLC | 1,556 | 218K |
| SMITH, MOORE & CO. | 1,546 | 217K |
| Oak Asset Management, LLC | 1,450 | 203K |
| Cascade Financial Partners, LLC | 1,450 | 203K |
| Dale Q Rice Investment Management L | 1,422 | 199K |
| Panoramic Capital Partners, LLC | 1,400 | 196K |
Sold Out (19)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| CPC Advisors, LLC | 4,815 | 675K |
| JANE STREET GROUP, LLC | 2,420 | 339K |
| World Investment Advisors | 2,404 | 337K |
| MGO ONE SEVEN LLC | 2,215 | 311K |
| TWO SIGMA SECURITIES, LLC | 1,961 | 275K |
| NORTHERN TRUST CORP | 1,800 | 253K |
| HARBOR INVESTMENT ADVISORY, LLC | 1,790 | 251K |
| Tower Research Capital LLC (TRC) | 1,389 | 195K |
| ADVISORTRUST PARTNERS, LLC | 846 | 119K |
| Western Wealth Management, LLC | 742 | 104K |
| WealthShield Partners, LLC | 700 | 98K |
| Root Financial Partners, LLC | 332 | 47K |
| MAI Capital Management | 300 | 42K |
| BARRETT & COMPANY, INC. | 300 | 42K |
| SageView Advisory Group, LLC | 257 | 36K |
| Plante Moran Financial Advisors, LL | 96 | 13K |
| MCGUIRE CAPITAL ADVISORS INC | 60 | 8K |
| Legacy Wealth Managment, LLC/ID | 8 | 1K |
| Strategic Wealth Partners, Ltd. | 7 | 1K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| MORGAN STANLEY | +204,974 | +29.9% | 890,849 |
| RAYMOND JAMES FINANCIAL INC | +127,248 | +23.7% | 664,010 |
| AFFINITY WEALTH MANAGEMENT LLC | +36,912 | +1794.5% | 38,969 |
| NewSquare Capital LLC | +20,986 | +19.4% | 129,102 |
| BANK OF AMERICA CORP /DE | +15,681 | +4.8% | 341,051 |
| &PARTNERS | +15,311 | +35.0% | 59,063 |
| AMERIPRISE FINANCIAL INC | +12,741 | +12.0% | 118,675 |
| OSAIC HOLDINGS, INC. | +10,370 | +16.7% | 72,325 |
| AE Wealth Management LLC | +8,695 | +715.0% | 9,911 |
| Geneos Wealth Management Inc. | +5,166 | +95.0% | 10,602 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | +5,131 | +1441.3% | 5,487 |
| MML INVESTORS SERVICES, LLC | +4,706 | +9.6% | 53,529 |
| STIFEL FINANCIAL CORP | +2,720 | +1.1% | 247,279 |
| MERCER GLOBAL ADVISORS INC /ADV | +2,527 | +13.1% | 21,750 |
| Janney Montgomery Scott LLC | +1,911 | +1.1% | 181,714 |
| Spire Wealth Management | +1,880 | +55.2% | 5,284 |
| WEALTH ENHANCEMENT ADVISORY SERVICE | +1,646 | +2.2% | 77,428 |
| Cetera Investment Advisers | +1,457 | +4.9% | 30,917 |
| Tradition Wealth Management, LLC | +1,412 | +2.8% | 51,631 |
| Baker Avenue Asset Management, LP | +1,222 | +23.3% | 6,469 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| UBS Group AG | -34,881 | -16.3% | 179,532 |
| BNP PARIBAS FINANCIAL MARKETS | -30,300 | -75.8% | 9,700 |
| COMMONWEALTH EQUITY SERVICES, LLC | -16,564 | -4.3% | 369,927 |
| Prospera Financial Services Inc | -14,576 | -10.4% | 125,241 |
| WELLS FARGO & COMPANY/MN | -13,807 | -3.4% | 397,255 |
| Private Advisory Group LLC | -13,092 | -82.0% | 2,871 |
| LJI Wealth Management, LLC | -10,973 | -57.2% | 8,226 |
| ROYAL BANK OF CANADA | -6,814 | -2.2% | 299,497 |
| CALTON & ASSOCIATES, INC. | -6,745 | -34.0% | 13,077 |
| JPMORGAN CHASE & CO | -5,631 | -12.1% | 40,929 |
| GOLDMAN SACHS GROUP INC | -4,259 | -56.1% | 3,334 |
| Heirloom Wealth Management | -3,891 | -26.1% | 10,991 |
| Summit Financial, LLC | -3,860 | -1.8% | 206,793 |
| Cambridge Investment Research Advis | -3,783 | -7.1% | 49,489 |
| TRUIST FINANCIAL CORP | -2,941 | -16.2% | 15,266 |
| Savant Capital, LLC | -2,445 | -1.8% | 130,472 |
| JBR Co Financial Management Inc | -2,179 | -7.5% | 26,974 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | -2,008 | -21.9% | 7,161 |
| ENVESTNET ASSET MANAGEMENT INC | -1,792 | -2.6% | 65,960 |
| IFP Advisors, Inc | -1,713 | -36.9% | 2,925 |