← Every company

Who Owns Invesco Dorsey Wright Momentum ETF

Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in Invesco Dorsey Wright Momentum ETF.

Who crossed 5% of PDP →
Managers holding
8
as of 2026-09-30
Reported value
$5.2M
summed across filings
Shares held
37.5K
Added vs trimmed
1 / 2
since each filer's last quarter

Positions as of 2026-09-30

Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.

ManagerValue
Farther Finance Advisors, LLCETF27.4K shadded$3.8M
SAPIENT CAPITAL LLCDORS WRI MOM ETF3.5K shheld$476.1K
Castle Rock Wealth Management, LLCDORS WRI MOM ETF2.5K shtrimmed$353.6K
Mirador Capital Partners LPDORS WRI MOM ETF2K shheld$275.7K
Post Resch Tallon Group Inc.DORS WRI MOM ETF2K shtrimmed$274.3K
Trust CoETF63 shheld$8.7K
Central Pacific Bank - Trust DivisionDORS WRI MOM ETF9 shheld$1.2K
ELEVATION WEALTH PARTNERS, LLCDORS WRI MOM ETF6 shheld$827

Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.

More on PDP

Follow Invesco Dorsey Wright Momentum ETF (PDP) by email

New trades in Invesco Dorsey Wright Momentum ETF (PDP) by members of Congress, insiders and funds, with the rest of the week's filings. One email a week, free.

Unsubscribe with one click from any email.

Related datasets