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Disclosery

PDP INVESCO EXCHANGE TRADED FD T

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DORSEY WRIGHT MO (fund)

210 managers (210 13F filers) reported a position in PDP shares at 2025-03-31, 7,035,906 shares in all. 19 filers opened a position and 16 filers sold out during the quarter.

Managers
210
13F filers
210
New
19
Added
50
Reduced
67
Sold out
16
Shares held by filers
7,035,906

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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 INC682,198$68.2M0.03%-65,70613F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY679,968$68M<0.01%-22,09913F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN533,967$53.4M0.01%-19,26913F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/447,292$44.7M<0.01%-5,58613F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC383,666$38.4M0.05%-8,89013F-HRTimeline
LPL Financial LLC354,067$35.4M0.01%+122,16413F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA349,488$34.9M0.01%+8,11313F-HR/ATimelineGroup
NewSquare Capital LLC328,030$32.8M2.68%-9,22013F-HRTimeline
UBS Group AGin group UBS Group AG251,196$25.1M0.01%-55,94613F-HRTimelineGroup
Summit Financial, LLC204,941$20.5M0.57%new13F-HRTimeline
Janney Montgomery Scott LLC180,659$18.1M0.05%-1,01313F-HRTimeline
Prospera Financial Services Inc176,740$17.7M0.41%-1,01513F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC147,604$14.8M0.12%-7,44513F-HR/ATimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC127,505$12.8M<0.01%-17,95013F-HRTimelineGroup
Strid Group, LLC118,716$11.9M1.84%-2,97613F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…101,271$10.1M0.02%+14,68513F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…101,128$10.1M0.02%+2,66813F-HRTimelineGroup
NewEdge Advisors, LLC98,118$9.81M0.06%-3,78613F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO89,169$8.92M<0.01%+4,70513F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC86,009$8.6M<0.01%-2,91513F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP79,125$7.91M0.01%-13313F-HRTimelineGroup
Farther Finance Advisors, LLC71,148$7.15M0.18%+69,80813F-HRTimeline
LJI Wealth Management, LLC70,720$7.07M1.41%+3,53213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.66,967$6.7M0.01%+1,06713F-HRTimelineGroup
Tradition Wealth Management, LLC65,603$6.56M0.58%+1,72513F-HRTimeline
Institute for Wealth Management, LLC.46,597$4.66M0.6%-513F-HRTimeline
MML INVESTORS SERVICES, LLC39,072$3.91M0.01%+7,97013F-HRTimeline
EP Wealth Advisors, LLC36,829$3.68M0.03%-24913F-HRTimeline
Cambridge Investment Research Advisors,…36,608$3.66M0.01%-3,71213F-HRTimeline
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC36,383$3.64M0.21%-53013F-HRTimeline
MTM Investment Management, LLC32,406$3.26M1.26%-25013F-HRTimeline
JBR Co Financial Management Inc30,961$3.1M1.81%-1,63513F-HRTimeline
B. Riley Wealth Advisors, Inc.28,875$2.89M0.09%+3,16213F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP28,693$2.87M<0.01%-86513F-HRTimelineGroup
G&S Capital LLC27,074$2.71M1.15%+2,09713F-HRTimeline
BLAIR WILLIAM & CO/IL26,270$2.63M0.01%-513F-HRTimeline
Cetera Investment Advisers26,103$2.61M0.01%+71313F-HRTimeline
D.A. DAVIDSON & CO.22,938$2.29M0.02%-13813F-HRTimeline
PFG Investments, LLC22,512$2.25M0.14%-15313F-HRTimeline
MorganRosel Wealth Management, LLC22,013$2.2M0.67%-57013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV20,327$2.03M<0.01%-6,88113F-HRTimeline
Capital Investment Advisory Services, L…20,121$2.01M0.18%013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS20,000$2M<0.01%new13F-HRTimelineGroup
MGB Wealth Management, LLC19,621$1.96M0.71%+72513F-HRTimeline
Waverly Advisors, LLC18,954$1.89M0.02%+313F-HRTimeline
Sovereign Financial Group, Inc.16,982$1.7M0.39%+22213F-HRTimeline
KELLY FINANCIAL GROUP LLC16,824$1.68M0.53%-48513F-HRTimeline
Snowden Capital Advisors LLC16,713$1.67M0.05%-2813F-HRTimeline
Fort Point Capital Partners LLC16,490$1.65M0.18%+45113F-HRTimeline
Financial Management Professionals, Inc.15,974$1.6M0.2%-6,61113F-HRTimeline
Steward Partners Investment Advisory, L…15,966$1.6M0.01%+30913F-HRTimeline
CALTON & ASSOCIATES, INC.15,314$1.53M0.35%+1,05213F-HR/ATimeline
Focus Partners Wealthin group Focus Partners Wealth13,007$1.3M<0.01%-59213F-HR/ATimelineGroup
Geneos Wealth Management Inc.12,789$1.28M0.02%+6,45713F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC12,017$1.2M0.01%+2013F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC11,720$1.17M<0.01%+2,73713F-HRTimelineGroup
Bridgewater Advisors Inc.11,607$1.16M0.1%013F-HRTimeline
Sowell Financial Services LLC11,543$1.15M0.05%013F-HRTimeline
FLOW TRADERS U.S. LLC11,222$1.12M0.05%new13F-HRTimeline
Arkadios Wealth Advisors10,239$1.02M0.04%+313F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC10,220$1.02M0.01%+23013F-HRTimelineGroup
LANARK FINANCIAL, INC.9,930$992K0.08%+9,91913F-HRTimeline
Merit Financial Group, LLC9,779$978K0.01%-2,39913F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…9,636$963K<0.01%-61613F-HRTimelineGroup
Harvest Investment Services, LLC9,556$955K0.27%-21513F-HRTimeline
HB Wealth Management, LLC9,265$926K0.01%new13F-HRTimeline
Global Assets Advisory, LLC9,600$917K0.17%+6,40013F-HRTimeline
Private Advisory Group LLC8,903$890K0.1%-30313F-HRTimeline
INTEGRITY ALLIANCE, LLC.8,671$867K0.03%+88613F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.8,665$866K<0.01%-2,03213F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC8,288$829K<0.01%+2,41813F-HR/ATimelineGroup
CAROLINAS WEALTH CONSULTING LLC8,282$828K0.18%+22913F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…8,162$816K0.01%-52013F-HRTimelineGroup
PMG Wealth Management, Inc.8,008$801K0.85%+1,59413F-HRTimeline
SCOTIA CAPITAL INC.7,983$798K<0.01%-73513F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC7,754$775K<0.01%new13F-HR/ATimelineGroup
FMR LLCin group FMR LLC7,680$768K<0.01%+5513F-HRTimelineGroup
Second Half Financial Partners, LLC7,348$735K0.36%-23313F-HRTimeline
Focus Financial Network, Inc.7,289$729K0.03%-7313F-HRTimeline
Mill Creek Capital Advisors, LLC6,574$657K0.02%013F-HRTimeline
Mullooly Asset Management, Inc.6,549$655K0.3%13F-HR/ATimeline
Private Advisor Group, LLC6,546$654K<0.01%-2,02013F-HRTimeline
BOKF, NAin group BOKF, NA6,431$643K0.01%013F-HRTimelineGroup
Sanctuary Advisors, LLC6,071$607K<0.01%+113F-HRTimeline
Creative Planningin group Creative Planning5,966$596K<0.01%+11813F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…5,819$582K0.02%+5,07213F-HRTimelineGroup
Eagle Bay Advisors LLC5,761$576K0.49%013F-HRTimeline
Kiker Wealth Management, LLC5,585$558K0.38%+92713F-HRTimeline
WealthBridge Capital Management, LLC5,575$557K0.16%013F-HRTimeline
Capital Wealth Alliance, LLC5,534$553K0.33%+1,09813F-HRTimeline
EPG Wealth Management LLC5,455$545K0.15%+313F-HRTimeline
Millennium Capital Advisors, LLC5,263$526K0.39%013F-HRTimeline
Prosperity Financial Group, Inc.in group Prosperity Financial Group, I…5,158$516K0.26%-713F-HRTimelineGroup
Atria Wealth Solutions, Inc.5,133$513K0.01%013F-HRTimeline
Cyndeo Wealth Partners, LLC4,925$492K0.03%013F-HRTimeline
CPC Advisors, LLC4,815$481K0.07%013F-HRTimeline
IFP Advisors, Inc4,746$474K0.01%+11313F-HRTimeline
CIBC WORLD MARKET INC.4,596$460K<0.01%013F-HRTimeline
Realta Investment Advisors4,541$454K0.21%+1,57613F-HRTimeline
PRIVATE TRUST CO NA4,522$452K0.05%-5613F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.4,420$442K0.01%-95613F-HRTimelineGroup
Principle Wealth Partners LLC4,395$439K0.03%013F-HRTimeline
COMERICA BANK4,368$437K<0.01%-95413F-HRTimeline
Baker Avenue Asset Management, LP4,315$431K0.01%-8413F-HRTimeline
NWF Advisory Services Inc.4,020$402K0.06%new13F-HRTimeline
TKG Advisors, LLC3,859$386K0.19%-21513F-HRTimeline
SPC Financial, Inc.3,830$383K0.03%013F-HRTimeline
STRATEGY ASSET MANAGERS LLC3,738$374K0.08%-11413F-HRTimeline
Claris Financial LLC3,448$371K0.24%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management3,693$369K0.01%013F-HRTimelineGroup
&PARTNERS3,688$367K<0.01%-38813F-HRTimeline
Signal Advisors Wealth, LLC3,558$356K0.03%new13F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC3,554$355K0.01%013F-HRTimeline
HighTower Advisors, LLC3,553$355K<0.01%-42313F-HRTimeline
CWM, LLCin group CWM, LLC3,510$351K<0.01%+8713F-HRTimelineGroup
Trinity Wealth Management, LLC3,489$349K0.16%-3913F-HRTimeline
SAPIENT CAPITAL LLC3,454$345K0.01%013F-HRTimeline
IHT Wealth Management, LLC3,416$341K0.01%new13F-HRTimeline
World Investment Advisors3,391$339K0.01%-32113F-HRTimeline
Lord & Richards Wealth Management, LLC3,361$336K0.38%-95413F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…3,261$326K<0.01%+6513F-HRTimelineGroup
Castle Rock Wealth Management, LLC3,230$324K0.09%013F-HRTimeline
GOLDEN ROAD ADVISORS LLC3,235$323K0.25%013F-HRTimeline
WORLD EQUITY GROUP, INC.3,199$320K0.09%new13F-HRTimeline
Financial Advocates Investment Manageme…3,000$300K0.02%013F-HRTimeline
Pacific Sun Financial Corp2,972$297K0.17%-10013F-HRTimeline
Dale Q Rice Investment Management Ltd2,948$295K0.15%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,942$294K<0.01%+4413F-HRTimelineGroup
Morling Financial Advisors, LLC2,933$293K0.1%013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.2,916$292K<0.01%013F-HRTimelineGroup
Advisory Services Network, LLC2,909$291K0.01%new13F-HRTimeline
Kingsview Wealth Management, LLC2,876$288K0.01%+27613F-HRTimeline
True North Advisors, LLC2,874$287K0.05%013F-HRTimeline
Modern Wealth Management, LLC2,831$283K0.01%013F-HR/ATimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP2,789$278K<0.01%+99713F-HR/ATimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/2,750$275K<0.01%013F-HRTimelineGroup
Post Resch Tallon Group Inc.2,730$272K0.28%+73013F-HRTimeline
Apollon Financial, LLCin group Apollon Wealth Management, LLC2,716$272K0.06%+28413F-HRTimelineGroup
NWAM LLC2,685$268K0.02%-1,31613F-HRTimeline
Selective Wealth Management, Inc.2,798$267K0.12%013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management2,645$264K<0.01%-17513F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP2,594$259K<0.01%-13913F-HRTimelineGroup
First City Capital Management, Inc.2,585$258K0.15%013F-HRTimeline
J.W. COLE ADVISORS, INC.2,526$253K0.01%new13F-HRTimeline
Welch & Forbes LLC2,419$242K<0.01%013F-HRTimeline
Shilanski & Associates, Inc.2,221$222K0.07%013F-HRTimeline
Keystone Financial Group2,200$220K0.02%-57313F-HRTimeline
CITIGROUP INCin group CITIGROUP INC2,194$219K<0.01%-7413F-HRTimelineGroup
Koshinski Asset Management, Inc.2,190$219K0.02%013F-HRTimeline
SMITH, MOORE & CO.2,123$212K0.02%013F-HRTimeline
Heritage Trust Co2,095$209K0.03%013F-HRTimeline
Delta Investment Management, LLC2,067$207K0.04%+113F-HRTimeline
AFFINITY WEALTH MANAGEMENT LLC2,057$206K0.04%+19413F-HRTimeline
CWC Advisors, LLC.2,006$201K0.11%013F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department1,832$183K0.06%013F-HRTimelineGroup
HARBOR INVESTMENT ADVISORY, LLC1,790$179K0.02%013F-HRTimeline
AE Wealth Management LLC1,743$174K<0.01%-9013F-HRTimeline
Allworth Financial LP1,615$160K<0.01%+28713F-HRTimeline
Wagner Wealth Management, LLC1,186$119K0.03%+113F-HRTimeline
MCF Advisors LLC1,140$114K0.01%013F-HRTimeline
HHM Wealth Advisors, LLC1,010$101K0.01%013F-HRTimeline
Tortoise Investment Management, LLC1,000$100K0.01%013F-HR/ATimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…927$92.7K<0.01%013F-HRTimelineGroup
Anchor Investment Management, LLC855$85.5K0.01%013F-HRTimeline
Founders Financial Alliance, LLC802$80.2K0.02%-56313F-HRTimeline
Wilmington Savings Fund Society, FSB800$80K<0.01%013F-HRTimeline
WealthShield Partners, LLC700$70K0.01%new13F-HRTimeline
Costello Asset Management, INC630$63K0.03%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC600$60K<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.594$59.4K<0.01%013F-HRTimeline
Salomon & Ludwin, LLC528$52.8K0.01%-61613F-HRTimeline
Parallel Advisors, LLC466$46.6K<0.01%013F-HRTimeline
Hexagon Capital Partners LLC400$40K0.01%013F-HRTimeline
Capital Investment Counsel, Inc392$39.2K0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.410$36.7K<0.01%-10013F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV356$35.6K<0.01%013F-HRTimeline
BARRETT & COMPANY, INC.300$30K0.01%013F-HRTimeline
MAI Capital Management300$30K<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…295$29.5K<0.01%013F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/251$25.1K<0.01%-3713F-HRTimelineGroup
Keener Financial Planning LLC251$25K0.02%013F-HRTimeline
FSC Wealth Advisors, LLC203$20.3K0.01%013F-HRTimeline
LRI Investments, LLC200$20K<0.01%013F-HRTimeline
Park Square Financial Group, LLC187$18.7K0.01%-1413F-HRTimeline
Frazier Financial Advisors, LLC174$17.4K0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.157$15.7K0.02%013F-HRTimeline
Putney Financial Group LLC133$13.3K0.01%013F-HRTimeline
EASTERN BANK120$12K<0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC109$11.7K<0.01%013F-HRTimelineGroup
MV CAPITAL MANAGEMENT, INC.117$11.7K<0.01%013F-HRTimeline
Bogart Wealth, LLC114$11.4K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC101$10.1K<0.01%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.100$10K<0.01%new13F-HRTimeline
WFA Asset Management Corp100$9.89K0.01%013F-HRTimeline
Plante Moran Financial Advisors, LLC96$9.6K<0.01%new13F-HRTimeline
BROADWATER CAPITAL MANAGEMENT LLC95$9.5K0.01%013F-HR/ATimeline
Main Street Group, LTD90$9K<0.01%new13F-HRTimeline
Abound Wealth Management80$8K<0.01%013F-HRTimeline
Investors Research Corp75$7.5K<0.01%013F-HRTimeline
Larson Financial Group LLC57$5.7K<0.01%013F-HRTimeline