Skip to content
Disclosery

PDP INVESCO EXCHANGE TRADED FD T

Follow

DORSEY WRIGHT MO (fund)

204 managers (204 13F filers) reported a position in PDP shares at 2025-06-30, 6,603,741 shares in all. 14 filers opened a position and 22 filers sold out during the quarter.

Managers
204
13F filers
204
New
14
Added
46
Reduced
67
Sold out
22
Shares held by filers
6,603,741

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
MORGAN STANLEYin group MORGAN STANLEY699,375$75.9M<0.01%+19,40713F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC506,116$55M0.02%-176,08213F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN477,156$51.8M0.01%-56,81113F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/447,994$48.6M<0.01%+70213F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC376,028$40.8M0.05%-7,63813F-HRTimeline
LPL Financial LLC324,446$35.2M0.01%-29,62113F-HRTimeline
NewSquare Capital LLC311,658$33.8M2.52%-16,37213F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA308,669$33.5M0.01%-40,81913F-HR/ATimelineGroup
Summit Financial, LLC208,491$22.6M0.51%+3,55013F-HRTimeline
UBS Group AGin group UBS Group AG188,948$20.5M<0.01%-62,24813F-HRTimelineGroup
Janney Montgomery Scott LLC180,567$19.6M0.05%-9213F-HRTimeline
Prospera Financial Services Inc178,693$19.4M0.36%+1,95313F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC139,675$15.2M0.11%-7,92913F-HR/ATimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC116,039$12.6M<0.01%-11,46613F-HRTimelineGroup
Strid Group, LLC111,644$12.1M1.7%-7,07213F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…101,258$11M0.02%+13013F-HR/ATimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…99,237$10.8M0.02%-2,03413F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP94,102$10.2M0.01%+14,97713F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC92,223$10M<0.01%+6,21413F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO90,032$9.78M<0.01%+86313F-HRTimelineGroup
NewEdge Advisors, LLC84,604$9.19M0.05%-13,51413F-HRTimeline
LJI Wealth Management, LLC73,556$7.99M1.39%+2,83613F-HRTimeline
Farther Finance Advisors, LLC66,358$7.21M0.14%-4,79013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.64,945$7.04M0.01%-2,02213F-HR/ATimelineGroup
Tradition Wealth Management, LLC62,518$6.79M0.54%-3,08513F-HRTimeline
Institute for Wealth Management, LLC.45,817$4.98M0.56%-78013F-HRTimeline
MML INVESTORS SERVICES, LLC39,463$4.29M0.01%+39113F-HRTimeline
Cambridge Investment Research Advisors,…36,546$3.97M0.01%-6213F-HRTimeline
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC36,048$3.91M0.21%-33513F-HRTimeline
MTM Investment Management, LLC30,942$3.36M1.13%-1,46413F-HRTimeline
JBR Co Financial Management Inc30,012$3.26M1.61%-94913F-HRTimeline
B. Riley Wealth Advisors, Inc.28,877$3.14M0.15%+213F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP28,552$3.1M<0.01%-14113F-HRTimelineGroup
Cetera Investment Advisers26,304$2.86M<0.01%+20113F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP24,933$2.71M<0.01%new13F-HRTimelineGroup
BLAIR WILLIAM & CO/IL24,920$2.71M0.01%-1,35013F-HRTimeline
EP Wealth Advisors, LLC23,361$2.54M0.02%-13,46813F-HRTimeline
G&S Capital LLC23,086$2.51M0.99%-3,98813F-HRTimeline
D.A. DAVIDSON & CO.22,508$2.44M0.02%-43013F-HRTimeline
PFG Investments, LLC22,056$2.4M0.14%-45613F-HRTimeline
MorganRosel Wealth Management, LLC21,943$2.38M0.65%-7013F-HRTimeline
FLOW TRADERS U.S. LLC20,615$2.24M0.08%+9,39313F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV20,316$2.21M<0.01%-1113F-HRTimeline
Capital Investment Advisory Services, L…20,121$2.18M0.18%013F-HRTimeline
MGB Wealth Management, LLC19,581$2.13M0.7%-4013F-HRTimeline
Waverly Advisors, LLC18,956$2.06M0.02%+213F-HRTimeline
Global Retirement Partners, LLC18,360$1.99M0.05%13F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC17,960$1.95M<0.01%+10,20613F-HRTimelineGroup
Sovereign Financial Group, Inc.16,763$1.82M0.38%-21913F-HRTimeline
Snowden Capital Advisors LLC16,293$1.77M0.05%-42013F-HRTimeline
Fort Point Capital Partners LLC16,262$1.77M0.18%-22813F-HRTimeline
CALTON & ASSOCIATES, INC.16,256$1.77M0.31%+94213F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…16,062$1.74M<0.01%+6,42613F-HRTimelineGroup
Steward Partners Investment Advisory, L…15,162$1.65M0.01%-80413F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth13,197$1.43M<0.01%+19013F-HRTimelineGroup
Private Advisory Group LLC12,225$1.33M0.12%+3,32213F-HRTimeline
Bridgewater Advisors Inc.11,607$1.31M0.1%013F-HRTimeline
Sowell Financial Services LLC11,893$1.29M0.05%+35013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC11,610$1.26M0.01%-40713F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC11,288$1.23M0.02%+1,06813F-HRTimelineGroup
KELLY FINANCIAL GROUP LLC11,095$1.2M0.35%-5,72913F-HRTimeline
COMERICA BANK10,408$1.13M<0.01%+6,04013F-HRTimeline
Arkadios Wealth Advisors10,242$1.11M0.03%+313F-HRTimeline
LANARK FINANCIAL, INC.9,930$1.08M0.09%013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…9,855$1.07M0.01%+1,69313F-HRTimelineGroup
PMG Wealth Management, Inc.9,615$1.04M0.86%+1,60713F-HRTimeline
Harvest Investment Services, LLC9,397$1.02M0.23%-15913F-HRTimeline
Merit Financial Group, LLC9,254$1M0.01%-52513F-HRTimeline
HB Wealth Management, LLC8,320$903K0.01%-94513F-HRTimeline
INTEGRITY ALLIANCE, LLC.8,305$902K0.05%-36613F-HRTimeline
SCOTIA CAPITAL INC.7,973$865K<0.01%-1013F-HRTimeline
FMR LLCin group FMR LLC7,838$851K<0.01%+15813F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.7,809$848K<0.01%-85613F-HRTimelineGroup
Second Half Financial Partners, LLC7,435$807K0.38%+8713F-HRTimeline
Focus Financial Network, Inc.7,418$806K0.03%+12913F-HRTimeline
Mill Creek Capital Advisors, LLC6,574$714K0.02%013F-HRTimeline
Mullooly Asset Management, Inc.6,552$711K0.3%+313F-HRTimeline
Geneos Wealth Management Inc.6,152$668K0.02%-6,63713F-HRTimeline
Capital Wealth Alliance, LLC5,937$644K0.35%+40313F-HRTimeline
Private Advisor Group, LLC5,878$638K<0.01%-66813F-HRTimeline
Creative Planningin group Creative Planning5,695$618K<0.01%-27113F-HRTimelineGroup
Sanctuary Advisors, LLC5,622$610K<0.01%-44913F-HRTimeline
WealthBridge Capital Management, LLC5,575$605K0.15%013F-HRTimeline
Kiker Wealth Management, LLC5,469$594K0.33%-11613F-HRTimeline
Millennium Capital Advisors, LLC5,263$572K0.38%013F-HRTimeline
IFP Advisors, Inc5,265$572K0.02%+51913F-HRTimeline
Prosperity Financial Group, Inc.in group Prosperity Financial Group, I…5,160$560K0.24%+213F-HRTimelineGroup
Cyndeo Wealth Partners, LLC4,926$535K0.03%+113F-HRTimeline
Baker Avenue Asset Management, LP4,916$534K0.02%+60113F-HRTimeline
CPC Advisors, LLC4,815$523K0.07%013F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.4,790$520K0.01%+37013F-HRTimelineGroup
CIBC WORLD MARKET INC.4,596$499K<0.01%013F-HRTimeline
Realta Investment Advisors4,541$493K0.19%013F-HRTimeline
PRIVATE TRUST CO NA4,522$491K0.05%013F-HRTimeline
Principle Wealth Partners LLC4,395$477K0.03%013F-HRTimeline
NWF Advisory Services Inc.4,200$456K0.05%+18013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…4,182$454K0.01%-1,63713F-HRTimelineGroup
Bryn Mawr Trust Advisors, LLC4,051$440K0.02%new13F-HRTimeline
SPC Financial, Inc.3,830$416K0.03%013F-HRTimeline
STRATEGY ASSET MANAGERS LLC3,681$400K0.07%-5713F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC3,554$386K0.01%013F-HRTimeline
&PARTNERS3,525$383K<0.01%-16313F-HRTimeline
Eagle Bay Advisors LLC3,519$382K0.32%-2,24213F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.3,517$382K<0.01%+60113F-HRTimelineGroup
Trinity Wealth Management, LLC3,482$378K0.15%-713F-HRTimeline
SAPIENT CAPITAL LLC3,454$375K0.01%013F-HRTimeline
TKG Advisors, LLC3,427$372K0.17%-43213F-HRTimeline
World Investment Advisors3,383$367K0.01%-813F-HRTimeline
NWAM LLC3,198$358K0.02%+51313F-HR/ATimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…3,261$354K<0.01%013F-HRTimelineGroup
CWM, LLCin group CWM, LLC3,264$354K<0.01%-24613F-HRTimelineGroup
GOLDEN ROAD ADVISORS LLC3,235$351K0.23%013F-HRTimeline
Castle Rock Wealth Management, LLC3,130$350K0.08%-10013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP3,133$340K<0.01%+53913F-HR/ATimelineGroup
Claris Financial LLC3,126$339K0.26%-32213F-HRTimeline
HRT FINANCIAL LP3,051$331K<0.01%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…3,017$328K<0.01%+7513F-HRTimelineGroup
Financial Advocates Investment Manageme…3,000$326K0.03%013F-HRTimeline
Pacific Sun Financial Corp2,972$323K0.17%013F-HRTimeline
Morling Financial Advisors, LLC2,933$318K0.1%013F-HRTimeline
Kingsview Wealth Management, LLC2,926$318K0.01%+5013F-HRTimeline
True North Advisors, LLC2,874$312K0.06%013F-HRTimeline
Modern Wealth Management, LLC2,831$307K0.01%013F-HR/ATimeline
Selective Wealth Management, Inc.2,798$306K0.11%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP2,772$299K<0.01%-1713F-HRTimelineGroup
Apollon Financial, LLCin group Apollon Wealth Management, LLC2,716$295K0.06%013F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management2,674$290K<0.01%+2913F-HRTimelineGroup
First City Capital Management, Inc.2,585$281K0.16%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/2,585$281K<0.01%-16513F-HR/ATimelineGroup
Welch & Forbes LLC2,419$263K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management2,418$263K0.01%-1,27513F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC2,357$256K<0.01%+1,75713F-HRTimeline
HighTower Advisors, LLC2,298$250K<0.01%-1,25513F-HRTimeline
Post Resch Tallon Group Inc.2,250$244K0.24%-48013F-HRTimeline
Shilanski & Associates, Inc.2,221$241K0.07%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC2,194$238K<0.01%013F-HRTimelineGroup
Koshinski Asset Management, Inc.2,190$238K0.02%013F-HRTimeline
SMITH, MOORE & CO.2,123$231K0.02%013F-HRTimeline
Heritage Trust Co2,095$227K0.03%013F-HRTimeline
Delta Investment Management, LLC2,068$225K0.04%+113F-HRTimeline
AFFINITY WEALTH MANAGEMENT LLC2,057$223K0.04%013F-HRTimeline
Keystone Financial Group2,051$223K0.02%-14913F-HRTimeline
IHT Wealth Management, LLC2,016$219K0.01%-1,40013F-HRTimeline
CWC Advisors, LLC.2,006$218K0.11%013F-HRTimeline
VISTA CAPITAL PARTNERS, INC.2,000$217K0.02%new13F-HRTimeline
Mirador Capital Partners LP2,000$217K0.04%new13F-HRTimeline
Visionary Wealth Advisors1,950$212K0.01%new13F-HRTimeline
Trueblood Wealth Management, LLC1,910$207K0.09%new13F-HRTimeline
NorthCoast Asset Management LLC1,842$200K<0.01%new13F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department1,832$199K0.06%013F-HRTimelineGroup
HARBOR INVESTMENT ADVISORY, LLC1,790$194K0.02%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,778$193K<0.01%new13F-HRTimelineGroup
AE Wealth Management LLC1,658$180K<0.01%-8513F-HRTimeline
Allworth Financial LP1,615$175K<0.01%013F-HRTimeline
Wagner Wealth Management, LLC1,186$129K0.03%013F-HRTimeline
MCF Advisors LLC1,140$124K0.01%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…1,053$114K0.01%new13F-HRTimelineGroup
Tortoise Investment Management, LLC1,000$109K0.01%013F-HRTimeline
HHM Wealth Advisors, LLC943$102K0.01%-6713F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…927$101K<0.01%013F-HRTimelineGroup
Anchor Investment Management, LLC855$92.8K0.01%013F-HRTimeline
Founders Financial Alliance, LLC802$87.1K0.02%013F-HRTimeline
Wilmington Savings Fund Society, FSB800$86.9K<0.01%013F-HRTimeline
WealthShield Partners, LLC700$76K0.01%013F-HRTimeline
Costello Asset Management, INC631$68.5K0.03%+113F-HRTimeline
HARBOUR INVESTMENTS, INC.594$64.5K<0.01%013F-HRTimeline
Salomon & Ludwin, LLC528$56.8K0.01%013F-HRTimeline
Parallel Advisors, LLC466$50.6K<0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.410$44.5K<0.01%013F-HRTimelineGroup
Capital Investment Counsel, Inc392$42.6K0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV356$38.7K<0.01%013F-HRTimeline
BARRETT & COMPANY, INC.300$32.6K0.01%013F-HRTimeline
MAI Capital Management300$32.6K<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…295$32K<0.01%013F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/251$27.3K<0.01%013F-HRTimelineGroup
Keener Financial Planning LLC251$27K0.01%013F-HRTimeline
Red Tortoise LLC245$26.6K0.01%new13F-HRTimeline
Strategic Wealth Partners, Ltd.220$23.9K<0.01%13F-HRTimeline
LRI Investments, LLC200$21.7K<0.01%013F-HRTimeline
Park Square Financial Group, LLC187$20.3K0.01%013F-HRTimeline
Frazier Financial Advisors, LLC174$18.9K0.01%013F-HRTimeline
Creative Capital Management Investments…134$14.6K0.01%new13F-HRTimeline
Putney Financial Group LLC133$14.4K0.01%013F-HR/ATimeline
Quest 10 Wealth Builders, Inc.126$13.7K0.01%-3113F-HRTimeline
Bogart Wealth, LLC114$12.4K<0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC109$11.8K<0.01%013F-HRTimelineGroup
HAZLETT, BURT & WATSON, INC.100$11K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC101$10.9K<0.01%013F-HRTimeline
Plante Moran Financial Advisors, LLC96$10.4K<0.01%013F-HRTimeline
BROADWATER CAPITAL MANAGEMENT LLC10,316$10.3K0.01%+10,22113F-HR/ATimeline
WFA Asset Management Corp100$9.8K0.01%013F-HRTimeline
Abound Wealth Management80$8.69K<0.01%013F-HRTimeline
Investors Research Corp75$8.14K<0.01%013F-HRTimeline
Larson Financial Group LLC57$6.19K<0.01%013F-HRTimeline
Transce3nd, LLC49$5.32K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC45$4.89K<0.01%013F-HRTimeline
ATLAS CAPITAL ADVISORS INC.44$4.78K<0.01%013F-HRTimeline
Cedar Mountain Advisors, LLC28$3.06K<0.01%013F-HRTimeline
Register Financial Advisors LLC12$1.3K<0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC12$1K<0.01%new13F-HRTimelineGroup