PDP · Invesco Dorsey Wright Momentum ETF ETF
$136.15
+2.34 (+1.74%)
At close · Sep 4
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 2
Total Value: $768,663
Total Shares: 5,066
Institutional Ownership Trend
17 quarters
Holder Concentration
Across 2 13F filers · Δ vs Mar 31, 2025Top Holder
52.7%
−47.3 pts
Top 5
100.0%
0.0 pts
Top 10
100.0%
0.0 pts
HHI
5,015
Highly concentrated−4,985
Quarterly Activity
vs Mar 31, 2025
New
2
Increased
0
Decreased
0
Sold Out
1
Unchanged
0
Holder count:
+1
Institutional value:
-73.4%
Shares held:
-82.5%
Top New Positions
vs Mar 31, 2025| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Large Corient Private Wealth LLC | 2,672 | $405,422 | |
| Mega CITADEL ADVISORS LLC | 2,394 | $363,241 |
Top Sold-Out Positions
vs Mar 31, 2025| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Mid B. Riley Wealth Advisors, Inc. | 28,875 | $2,886,922 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Large Corient Private Wealth LLC PDP | $405,422 | 52.74% | 2,672 | Shares | 2026-08-27 | |
| Mega CITADEL ADVISORS LLC PDP | $363,241 | 47.26% | 2,394 | Shares | 2026-09-02 |