Mercer Global Advisors
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Mercer Global Advisors’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History

Mercer Global Advisors’s Portfolio PDP Stock Details PDP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.3M Buy
21,750
+2,527
+13% +$352K ﹤0.01% 1077
2026
Q1 		$2.32M Sell
19,223
-310
-2% -$38.5K ﹤0.01% 1122
2025
Q4 		$2.27M Sell
19,533
-584
-3% -$68.8K ﹤0.01% 1052
2025
Q3 		$2.37M Sell
20,117
-199
-1% -$22.4K ﹤0.01% 963
2025
Q2 		$2.21M Sell
20,316
-11
-0.1% -$1.12K ﹤0.01% 843
2025
Q1 		$2.03M Sell
20,327
-6,881
-25% -$743K ﹤0.01% 834
2024
Q4 		$2.93M Buy
27,208
+1,255
+5% +$138K 0.01% 706
2024
Q3 		$2.67M Sell
25,953
-1,075
-4% -$106K 0.01% 677
2024
Q2 		$2.64M Sell
27,028
-1,289
-5% -$124K 0.01% 640
2024
Q1 		$2.8M Sell
28,317
-4,654
-14% -$425K 0.01% 629
2023
Q4 		$2.82M Sell
32,971
-6,530
-17% -$519K 0.01% 630
2023
Q3 		$3.04M Sell
39,501
-3,635
-8% -$290K 0.01% 574
2023
Q2 		$3.5M Sell
43,136
-1,079
-2% -$81.9K 0.01% 554
2023
Q1 		$3.36M Sell
44,215
-155
-0.3% -$11.5K 0.02% 534
2022
Q4 		$3.15M Sell
44,370
-3,595
-7% -$262K 0.02% 559
2022
Q3 		$3.24M Sell
47,965
-64
-0.1% -$4.66K 0.02% 505
2022
Q2 		$3.27M Sell
48,029
-5,164
-10% -$387K 0.02% 489
2022
Q1 		$4.31M Sell
53,193
-3,295
-6% -$267K 0.03% 425
2021
Q4 		$5.34M Sell
56,488
-1,279
-2% -$121K 0.03% 357
2021
Q3 		$5.17M Sell
57,767
-6,009
-9% -$553K 0.04% 344
2021
Q2 		$5.72M Sell
63,776
-8,665
-12% -$750K 0.04% 305
2021
Q1 		$6.17M Buy
72,441
+51,496
+246% +$4.51M 0.06% 263
2020
Q4 		$1.84M Sell
20,945
-453
-2% -$37.1K 0.02% 445
2020
Q3 		$1.64M Sell
21,398
-1,757
-8% -$129K 0.02% 433
2020
Q2 		$1.56M Sell
23,155
-2,390
-9% -$149K 0.03% 374
2020
Q1 		$1.38M Sell
25,545
-3,876
-13% -$243K 0.03% 391
2019
Q4 		$1.89M Sell
29,421
-6,280
-18% -$390K 0.04% 357
2019
Q3 		$2.17M Buy
35,701
+3,169
+10% +$195K 0.05% 291
2019
Q2 		$1.96M Sell
32,532
-997
-3% -$58.2K 0.05% 287
2019
Q1 		$1.9M Buy
+33,529
New +$1.79M 0.07% 250

Other funds holding PDP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Mercer Global Advisors's PDP Position: Q2 2026 in Review

Mercer Global Advisors increased its Invesco Dorsey Wright Momentum ETF (PDP) stake by 13% in Q2 2026, buying an estimated $352K and bringing the position to 21,750 shares worth $3.3M. The position accounts for ﹤0.01% of the portfolio, ranked #1077.

Mercer Global Advisors first reported a position in PDP in Q1 2019 and has held it in 30 quarters since. The position peaked at $6.17M in Q1 2021. 223 funds tracked by Wall St. Rank hold PDP as of Q2 2026.

  • Mercer Global Advisors held 21,750 shares of Invesco Dorsey Wright Momentum ETF worth $3.3M as of Q2 2026.
  • Mercer Global Advisors bought 2,527 Invesco Dorsey Wright Momentum ETF shares in Q2 2026, an estimated $352K.
  • Invesco Dorsey Wright Momentum ETF made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #1077 holding.
  • Mercer Global Advisors first reported a position in Invesco Dorsey Wright Momentum ETF in Q1 2019 and has held it in 30 quarters since.
  • Mercer Global Advisors's Invesco Dorsey Wright Momentum ETF position peaked at $6.17M in Q1 2021.
  • 223 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.