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Who owns PDP?

Institutional ownership of Invesco DWA Momentum ETF from Form 13F, Q2 2026

223 institutional managers reported holding Invesco DWA Momentum ETF (PDP) in Form 13F filings for Q2 2026, with 6,568,053 shares worth $995M. The largest reported holder was Morgan Stanley. Managers that filed both quarters added a net 489,807 shares (+8.1%). 31 opened new positions and 13 sold out.

Funds holding
223
Value held
$995M
New / sold out
31 / 13
Net shares, same filers
+8.1%

Holdings as of June 30, 2026, the end of Q2 2026. Managers have 45 days after a quarter ends to file Form 13F (by August 14, 2026 for Q2 2026), so positions may have changed since.

Largest holders of PDP

FundValueShare of 13F holdingsSharesMove
Morgan Stanley$135M13.6%890,849Added
Raymond James Financial Inc$101M10.1%664,010Added
Wells Fargo & Company$60.3M6.0%397,255Trimmed
Commonwealth Equity Services, LLC$56.1M5.6%369,927Trimmed
Bank of America Corp$51.7M5.2%341,051Added
Royal Bank of Canada$45.4M4.6%299,497Trimmed
LPL Financial LLC$43.0M4.3%283,329Trimmed
Stifel Financial Corp$37.5M3.8%247,279Added
Summit Financial, LLC$31.4M3.1%206,793Trimmed
Janney Montgomery Scott LLC$27.6M2.8%181,714Added
UBS Group AG$27.2M2.7%179,532Trimmed
Rockefeller Capital Management L.P.$23.6M2.4%155,358Trimmed
Savant Capital, LLC$19.8M2.0%130,472Trimmed
NewSquare Capital LLC$19.6M2.0%129,102Added
Prospera Financial Services Inc$19.0M1.9%125,241Trimmed
Ameriprise Financial Inc$18.0M1.8%118,675Added
Strid Group, LLC$16.1M1.6%105,857Trimmed
Cambridge Investment Research Advisors, Inc.$15.0M1.5%98,978Added
Wealth Enhancement Advisory Services, LLC$11.0M1.2%77,428Added
Osaic Holdings, Inc.$11.0M1.1%72,325Added
Envestnet Asset Management Inc$10.0M1.0%65,960Trimmed
NewEdge Advisors, LLC$9.6M1.0%63,518New
&partners$9.0M0.9%59,063Added
MML Investors Services, LLC$8.1M0.8%53,529Added
Tradition Wealth Management, LLC$7.8M0.8%51,631Added

Share of 13F holdings is each fund's shares as a share of the 6,568,053 PDP shares all 13F filers reported, not of shares outstanding.

Biggest buyers in Q2 2026

  1. Morgan Stanley Added+$31.1M
  2. Raymond James Financial Inc Added+$19.3M
  3. NewEdge Advisors, LLC New+$9.6M
  4. Cambridge Investment Research Advisors, Inc. Added+$6.9M
  5. Affinity Wealth Management LLC Added+$5.6M
  6. NewSquare Capital LLC Added+$3.2M
  7. Two Sigma Investments, LP New+$3.1M
  8. Beacon Pointe Advisors, LLC New+$2.6M
  9. Bank of America Corp Added+$2.4M
  10. &partners Added+$2.3M

Biggest sellers in Q2 2026

  1. UBS Group AG Trimmed-$5.3M
  2. BNP Paribas Financial Markets Trimmed-$4.6M
  3. Commonwealth Equity Services, LLC Trimmed-$2.5M
  4. Prospera Financial Services Inc Trimmed-$2.2M
  5. Wells Fargo & Company Trimmed-$2.1M
  6. Private Advisory Group LLC Trimmed-$2.0M
  7. LJI Wealth Management, LLC Trimmed-$1.7M
  8. Royal Bank of Canada Trimmed-$1.0M
  9. Calton & Associates, Inc. Trimmed-$1.0M
  10. JPMorgan Chase & Co Trimmed-$844K

The change in shares since the quarter before, adjusted for stock splits and priced at the Q2 2026 value per share. Funds bought $106M and sold $31.4M; 45 added and 62 trimmed.

Questions about PDP ownership

Who owns PDP stock?
223 institutional investment managers reported PDP positions in their Form 13F filings for Q2 2026, holding 6,568,053 shares worth $995M in total. Morgan Stanley reported the largest position.
Are funds buying or selling PDP?
In Q2 2026, 31 managers opened new PDP positions, 45 added, 62 trimmed and 13 sold out. Managers that filed in both quarters added a net 489,807 shares.
How current is this PDP institutional ownership data?
It covers holdings as of the end of Q2 2026. Managers have 45 days after the quarter ends to file Form 13F (by August 14, 2026 for Q2 2026), so positions may have changed since.

From the SEC's Form 13F data sets for Q2 2026: every 13F holdings report, matched to PDP by CUSIP. Options are left out. PDP news and filings · PDP insider trades · Top funds