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Disclosery

PDP INVESCO EXCHANGE TRADED FD T

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DORSEY WRIGHT MO (fund)

207 managers (207 13F filers) reported a position in PDP shares at 2024-12-31, 6,821,769 shares in all. 17 filers opened a position and 7 filers sold out during the quarter.

Managers
207
13F filers
207
New
17
Added
43
Reduced
60
Sold out
7
Shares held by filers
6,821,769

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC747,904$80.5M0.03%13F-HR/ATimelineGroup
MORGAN STANLEYin group MORGAN STANLEY702,067$75.5M0.01%-10,89913F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN553,236$59.5M0.01%-1,68113F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/452,878$48.7M<0.01%-10,37613F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC392,556$42.2M0.06%-22,06113F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA341,375$36.7M0.01%+4,27613F-HRTimelineGroup
NewSquare Capital LLC337,250$36.3M2.9%-7,43113F-HRTimeline
UBS Group AGin group UBS Group AG307,142$33.1M0.01%+45,09913F-HRTimelineGroup
LPL Financial LLC231,903$25M0.01%-27,65813F-HRTimeline
Janney Montgomery Scott LLC181,672$19.6M0.05%+6,30213F-HRTimeline
Prospera Financial Services Inc177,755$19.1M0.45%-23,51513F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC155,049$16.7M0.13%-7,61613F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC145,455$15.7M<0.01%-19,31013F-HRTimelineGroup
Strid Group, LLC121,692$13.1M2.04%-1,32713F-HRTimeline
NewEdge Advisors, LLC101,904$11M0.07%-2,10913F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…98,460$10.6M0.03%-4,50913F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC88,924$9.57M<0.01%-1,84213F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…86,586$9.32M0.02%-1,75513F-HR/ATimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO84,464$9.09M<0.01%+38113F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP79,258$8.53M0.01%-57413F-HRTimelineGroup
LJI Wealth Management, LLC67,188$7.23M1.42%-25,42213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.65,900$7.09M0.02%-4,83013F-HR/ATimelineGroup
Tradition Wealth Management, LLC63,878$6.87M0.61%-38513F-HRTimeline
Institute for Wealth Management, LLC.46,602$5.01M0.63%-1,29813F-HRTimeline
Cambridge Investment Research Advisors,…40,320$4.34M0.01%+1,02313F-HRTimeline
EP Wealth Advisors, LLC37,078$3.99M0.03%-4313F-HRTimeline
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC36,913$3.97M0.23%013F-HRTimeline
WIN ADVISORS, INC36,050$3.88M1.88%new13F-HRTimeline
MTM Investment Management, LLC32,656$3.51M1.35%-30013F-HRTimeline
JBR Co Financial Management Inc32,596$3.51M2.14%+11413F-HRTimeline
MML INVESTORS SERVICES, LLC31,102$3.35M0.01%+3,17013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP29,558$3.18M<0.01%+3,09013F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV27,208$2.93M0.01%+1,25513F-HRTimeline
BLAIR WILLIAM & CO/IL26,275$2.83M0.01%-37513F-HRTimeline
B. Riley Wealth Advisors, Inc.25,713$2.77M0.09%+22513F-HRTimeline
Cetera Investment Advisers25,390$2.73M0.01%-3,40213F-HRTimeline
G&S Capital LLC24,977$2.69M1.11%+2,02313F-HRTimeline
D.A. DAVIDSON & CO.23,076$2.48M0.02%+1,42713F-HRTimeline
PFG Investments, LLC22,665$2.44M0.15%-1,61013F-HRTimeline
Financial Management Professionals, Inc.22,585$2.43M0.31%new13F-HRTimeline
MorganRosel Wealth Management, LLC22,583$2.43M0.8%-16513F-HRTimeline
Capital Investment Advisory Services, L…20,121$2.17M0.21%013F-HRTimeline
Waverly Advisors, LLC18,951$2.04M0.03%-74513F-HRTimeline
MGB Wealth Management, LLC18,896$2.03M0.63%+1,90013F-HRTimeline
Global Retirement Partners, LLC17,951$1.93M0.06%+17,76613F-HRTimeline
KELLY FINANCIAL GROUP LLC17,309$1.86M0.66%13F-HRTimeline
Sovereign Financial Group, Inc.16,760$1.8M0.41%+513F-HRTimeline
Snowden Capital Advisors LLC16,741$1.8M0.06%013F-HRTimeline
Fort Point Capital Partners LLC16,039$1.73M0.19%-29213F-HRTimeline
Steward Partners Investment Advisory, L…15,657$1.68M0.01%-1,50413F-HRTimeline
CALTON & ASSOCIATES, INC.14,262$1.53M0.68%+7,22813F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth13,599$1.46M<0.01%-313F-HR/ATimelineGroup
Merit Financial Group, LLC12,178$1.31M0.02%+3,45313F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC11,997$1.29M0.01%+2,50913F-HRTimelineGroup
Bridgewater Advisors Inc.11,607$1.26M0.13%013F-HRTimeline
Sowell Financial Services LLC11,543$1.24M0.07%+11013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.10,697$1.15M<0.01%-14813F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…10,252$1.1M<0.01%+7,10613F-HRTimelineGroup
Arkadios Wealth Advisors10,236$1.1M0.06%+913F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC9,990$1.08M0.02%-67613F-HRTimelineGroup
Harvest Investment Services, LLC9,771$1.05M0.26%new13F-HRTimeline
Private Advisory Group LLC9,206$991K0.11%-44413F-HR/ATimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC8,983$967K<0.01%-2,91613F-HRTimelineGroup
SCOTIA CAPITAL INC.8,718$939K<0.01%-2213F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…8,682$934K0.01%-62613F-HRTimelineGroup
Private Advisor Group, LLC8,566$922K0.01%-63113F-HRTimeline
IBEX WEALTH ADVISORS8,288$892K0.11%new13F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC8,053$867K0.17%013F-HRTimeline
INTEGRITY ALLIANCE, LLC.7,785$838K0.09%13F-HRTimeline
FMR LLCin group FMR LLC7,625$821K<0.01%+67213F-HRTimelineGroup
Second Half Financial Partners, LLC7,581$816K0.4%+313F-HRTimeline
Focus Financial Network, Inc.7,362$792K0.03%-14913F-HRTimeline
WMS Partners, LLC7,125$767K0.04%013F-HRTimeline
Mill Creek Capital Advisors, LLC6,574$707K0.02%013F-HRTimeline
PMG Wealth Management, Inc.6,414$690K0.63%13F-HRTimeline
Sanctuary Advisors, LLC6,070$690K<0.01%-22413F-HRTimeline
BOKF, NAin group BOKF, NA6,431$688K0.01%-21113F-HRTimelineGroup
Geneos Wealth Management Inc.6,332$681K0.02%-29313F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC5,870$632K<0.01%+2,88613F-HRTimelineGroup
Creative Planningin group Creative Planning5,848$629K<0.01%-7313F-HRTimelineGroup
Eagle Bay Advisors LLC5,761$620K0.39%013F-HRTimeline
WealthBridge Capital Management, LLC5,575$600K0.17%-4413F-HRTimeline
EPG Wealth Management LLC5,452$587K0.15%+613F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.5,376$579K0.01%+40613F-HRTimelineGroup
COMERICA BANK5,322$573K<0.01%013F-HR/ATimeline
Millennium Capital Advisors, LLC5,263$566K0.39%013F-HRTimeline
Prosperity Financial Group, Inc.in group Prosperity Financial Group, I…5,165$556K0.28%+713F-HRTimelineGroup
Atria Wealth Solutions, Inc.5,133$552K0.01%013F-HRTimeline
Cyndeo Wealth Partners, LLC4,925$530K0.04%+113F-HRTimeline
CPC Advisors, LLC4,815$518K0.07%013F-HRTimeline
Kiker Wealth Management, LLC4,658$501K0.41%13F-HRTimeline
IFP Advisors, Inc4,633$498K0.02%-76113F-HRTimeline
CIBC WORLD MARKET INC.4,596$495K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA4,578$493K0.05%013F-HRTimeline
Capital Wealth Alliance, LLC4,436$478K0.27%new13F-HRTimeline
Baker Avenue Asset Management, LP4,399$473K0.01%+12313F-HRTimeline
Principle Wealth Partners LLC4,395$473K0.03%013F-HRTimeline
TKG Advisors, LLC4,074$471K0.22%-9913F-HRTimeline
Lord & Richards Wealth Management, LLC4,315$464K0.98%13F-HRTimeline
&PARTNERS4,076$447K0.01%+33013F-HRTimeline
NWAM LLC4,001$431K0.03%-2013F-HRTimeline
HighTower Advisors, LLC3,976$428K<0.01%+1013F-HRTimeline
STRATEGY ASSET MANAGERS LLC3,852$415K0.08%013F-HRTimeline
SPC Financial, Inc.3,830$412K0.04%-54513F-HRTimeline
World Investment Advisors3,712$399K0.01%+41513F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management3,693$397K0.01%-13113F-HRTimelineGroup
OLD MISSION CAPITAL LLC3,596$387K0.01%-1,93213F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC3,554$382K0.01%-35113F-HRTimeline
Trinity Wealth Management, LLC3,528$380K0.17%-15013F-HRTimeline
Castle Rock Wealth Management, LLC3,230$374K0.09%-60013F-HRTimeline
SAPIENT CAPITAL LLC3,454$372K0.01%013F-HRTimeline
Claris Financial LLC3,448$371K0.24%13F-HRTimeline
CWM, LLCin group CWM, LLC3,423$368K<0.01%+1,45513F-HRTimelineGroup
GOLDEN ROAD ADVISORS LLC3,235$348K0.26%013F-HRTimeline
Global Assets Advisory, LLC3,200$345K0.19%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…3,196$344K<0.01%013F-HRTimelineGroup
Pacific Sun Financial Corp3,072$331K0.18%013F-HRTimeline
Realta Investment Advisors2,965$325K0.13%+40513F-HRTimeline
Financial Advocates Investment Manageme…3,000$323K0.02%013F-HRTimeline
Morling Financial Advisors, LLC2,933$316K0.11%013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.2,916$314K<0.01%-57113F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,898$312K<0.01%013F-HRTimelineGroup
True North Advisors, LLC2,874$309K0.07%013F-HRTimeline
OneDigital Investment Advisors LLC2,846$306K<0.01%new13F-HRTimeline
Modern Wealth Management, LLC2,831$305K0.01%new13F-HR/ATimeline
Selective Wealth Management, Inc.2,798$304K0.12%013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management2,820$303K<0.01%-6913F-HRTimelineGroup
Keystone Financial Group2,773$298K0.03%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/2,750$296K<0.01%+16513F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP2,733$294K<0.01%+213F-HRTimelineGroup
Kingsview Wealth Management, LLC2,600$280K0.01%013F-HRTimeline
First City Capital Management, Inc.2,585$278K0.15%013F-HRTimeline
Astoria Portfolio Advisors LLC.2,416$263K0.09%013F-HRTimeline
Apollon Financial, LLCin group Apollon Wealth Management, LLC2,432$262K0.06%013F-HRTimelineGroup
Welch & Forbes LLC2,419$260K<0.01%013F-HRTimeline
Transform Wealth, LLC2,348$253K0.01%new13F-HRTimeline
CITIGROUP INCin group CITIGROUP INC2,268$244K<0.01%-8213F-HRTimelineGroup
Shilanski & Associates, Inc.2,221$239K0.08%013F-HRTimeline
Koshinski Asset Management, Inc.2,190$236K0.02%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…2,015$233K0.01%013F-HRTimeline
SMITH, MOORE & CO.2,123$228K0.02%+113F-HRTimeline
HRT FINANCIAL LP2,123$228K<0.01%new13F-HRTimeline
Heritage Trust Co2,095$225K0.03%13F-HRTimeline
Delta Investment Management, LLC2,066$222K0.04%+313F-HRTimeline
Post Resch Tallon Group Inc.2,000$216K0.21%13F-HRTimeline
CWC Advisors, LLC.2,006$216K0.22%013F-HRTimeline
VISTA CAPITAL PARTNERS, INC.2,000$215K0.03%013F-HRTimeline
Mirador Capital Partners LP2,000$215K0.04%013F-HRTimeline
Visionary Wealth Advisors1,950$210K0.01%013F-HRTimeline
Trueblood Wealth Management, LLC1,948$210K0.1%-1913F-HRTimeline
AFFINITY WEALTH MANAGEMENT LLC1,863$200K0.04%new13F-HRTimeline
AE Wealth Management LLC1,833$197K<0.01%new13F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department1,832$197K0.06%13F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,792$193K<0.01%+99513F-HRTimelineGroup
HARBOR INVESTMENT ADVISORY, LLC1,790$193K0.02%013F-HRTimeline
Allworth Financial LP1,328$154K<0.01%+17513F-HRTimeline
Founders Financial Alliance, LLC1,365$147K0.04%+113F-HRTimeline
Farther Finance Advisors, LLC1,340$144K0.01%new13F-HRTimeline
Wagner Wealth Management, LLC1,185$128K0.03%013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED1,177$128K0.01%+97013F-HRTimeline
Salomon & Ludwin, LLC1,144$123K0.01%-16113F-HRTimeline
MCF Advisors LLC1,140$123K0.01%013F-HRTimeline
HHM Wealth Advisors, LLC1,010$109K0.01%013F-HRTimeline
Tortoise Investment Management, LLC1,000$108K0.01%013F-HR/ATimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…927$99.8K<0.01%013F-HRTimelineGroup
Anchor Investment Management, LLC855$92K0.01%013F-HRTimeline
Wilmington Savings Fund Society, FSB800$86.1K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…747$80.4K<0.01%-89613F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.594$63.9K<0.01%+40013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.510$55.6K<0.01%013F-HRTimelineGroup
Parallel Advisors, LLC466$50.1K<0.01%013F-HRTimeline
Hexagon Capital Partners LLC400$43K0.01%013F-HRTimeline
Capital Investment Counsel, Inc392$42.2K0.01%-7513F-HRTimeline
GeoWealth Management, LLC377$40.6K<0.01%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV356$38.3K<0.01%013F-HRTimeline
BARRETT & COMPANY, INC.300$32.3K0.01%013F-HRTimeline
MAI Capital Management300$32.3K<0.01%new13F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…295$31.7K<0.01%new13F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/288$31K<0.01%-2513F-HRTimelineGroup
Keener Financial Planning LLC251$27K0.02%new13F-HRTimeline
FSC Wealth Advisors, LLC203$21.9K0.01%013F-HRTimeline
Park Square Financial Group, LLC201$21.6K0.01%13F-HRTimeline
LRI Investments, LLC200$21.5K<0.01%013F-HRTimeline
Frazier Financial Advisors, LLC174$18.9K0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.157$16.9K0.02%13F-HRTimeline
Putney Financial Group LLC133$14.3K0.01%13F-HRTimeline
EASTERN BANK120$12.9K<0.01%013F-HRTimeline
MV CAPITAL MANAGEMENT, INC.117$12.6K<0.01%013F-HRTimeline
Bogart Wealth, LLC114$12.3K<0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC109$11.7K<0.01%013F-HRTimelineGroup
Smartleaf Asset Management LLC101$10.9K<0.01%013F-HRTimeline
WFA Asset Management Corp100$10.8K0.01%013F-HRTimeline
BROADWATER CAPITAL MANAGEMENT LLC95$10.2K0.01%013F-HR/ATimeline
Abound Wealth Management80$8.61K<0.01%013F-HRTimeline
Investors Research Corp75$8.07K<0.01%013F-HRTimeline
Transce3nd, LLC61$6.56K<0.01%13F-HRTimeline
Larson Financial Group LLC57$6.13K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC45$4.84K<0.01%13F-HRTimeline
ATLAS CAPITAL ADVISORS INC.44$4.73K<0.01%013F-HRTimeline
Element Wealth, LLC43$4.63K<0.01%new13F-HRTimeline