INVESCO DORSEY WRIGHT MOMENT (PDP) Institutional Ownership Changes & 13F Activity
INVESCO DORSEY WRIGHT MOMENT (PDP). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Morgan Stanley, Raymond James Financial Inc, Ameriprise Financial Inc, Ubs Group Ag, and Bnp Paribas Financial Markets.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Citadel Advisors Llc | Sell | -1,310 | -35.4% | 2,394 | $363.24K | Q2 2026 | Sep 02, 2026 |
| Mercer Global Advisors Inc | Buy | +2,527 | +13.1% | 21,750 | $3.30M | Q2 2026 | Aug 19, 2026 |
| Beacon Pointe Advisors, Llc | Buy | +17,026 | — | 17,026 | $2.58M | Q2 2026 | Aug 18, 2026 |
| Equitable Holdings, Inc. | Buy | +848 | +4.4% | 20,103 | $3.05M | Q2 2026 | Aug 17, 2026 |
| Raymond James Financial Inc | Buy | +127,248 | +23.7% | 664,010 | $100.75M | Q2 2026 | Aug 14, 2026 |
| Ameriprise Financial Inc | Buy | +118,675 | — | 118,675 | $18.01M | Q2 2026 | Aug 14, 2026 |
| Two Sigma Investments, Lp | Buy | +20,733 | — | 20,733 | $3.15M | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Buy | +15,681 | +4.8% | 341,051 | $51.75M | Q2 2026 | Aug 14, 2026 |
| &Partners | Buy | +15,311 | +35.0% | 59,063 | $8.96M | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Sell | -13,807 | -3.4% | 397,255 | $60.28M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +10,370 | +16.7% | 72,325 | $10.97M | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Sell | -6,814 | -2.2% | 299,497 | $45.44M | Q2 2026 | Aug 14, 2026 |
| Goldman Sachs Group Inc | Sell | -4,259 | -56.1% | 3,334 | $505.87K | Q2 2026 | Aug 14, 2026 |
| Cerity Partners Llc | Buy | +2,427 | — | 2,427 | $365.16K | Q2 2026 | Aug 14, 2026 |
| Xtx Topco Ltd | Buy | +2,345 | — | 2,345 | $355.81K | Q2 2026 | Aug 14, 2026 |
| Susquehanna International Group, Llp | Sell | -2,008 | -21.9% | 7,161 | $1.09M | Q2 2026 | Aug 14, 2026 |
| Ameriflex Group, Inc. | Buy | +1,000 | +4000.0% | 1,025 | $155.53K | Q2 2026 | Aug 14, 2026 |
| Morganrosel Wealth Management, Llc | Sell | -749 | -12.4% | 5,293 | $803.17K | Q2 2026 | Aug 14, 2026 |
| Jones Financial Companies Lllp | Buy | +611 | +17.2% | 4,173 | $614.68K | Q2 2026 | Aug 14, 2026 |
| Aqr Capital Management Llc | Sell | -85 | -1.8% | 4,537 | $688.40K | Q2 2026 | Aug 14, 2026 |
| Strategy Asset Managers Llc | Sell | -17 | -0.7% | 2,573 | $390.40K | Q2 2026 | Aug 14, 2026 |
| Qube Research & Technologies Ltd | Buy | +4 | — | 4 | $607.00 | Q2 2026 | Aug 14, 2026 |
| Morgan Stanley | Buy | +204,974 | +29.9% | 890,849 | $135.17M | Q2 2026 | Aug 13, 2026 |
| Ubs Group Ag | Sell | -34,881 | -16.3% | 179,532 | $27.24M | Q2 2026 | Aug 13, 2026 |
| Bnp Paribas Financial Markets | Sell | -30,300 | -75.8% | 9,700 | $1.47M | Q2 2026 | Aug 13, 2026 |
| Mariner, Llc | Buy | +1,329 | — | 1,329 | $201.66K | Q2 2026 | Aug 13, 2026 |
| Snowden Capital Advisors Llc | Buy | +1,020 | +6.5% | 16,716 | $2.54M | Q2 2026 | Aug 13, 2026 |
| Rockefeller Capital Management L.P. | Sell | -827 | -0.5% | 155,358 | $23.57M | Q2 2026 | Aug 13, 2026 |
| Steward Partners Investment Advisory, Llc | Sell | -813 | -6.0% | 12,667 | $1.92M | Q2 2026 | Aug 13, 2026 |
| Pursuit Wealth Strategies, Llc | Buy | +752 | — | 752 | $114.10K | Q2 2026 | Aug 13, 2026 |
Frequently asked questions about PDP activity
Which institutional owners are buying PDP?
Institutional owners buying PDP include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in PDP activity?
"Buy" means an investor increased their reported position in PDP compared to the prior reporting period. This reflects growing exposure to INVESCO DORSEY WRIGHT MOMENT (PDP) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in PDP increasing?
Institutional interest in PDP can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.