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Invesco Dorsey Wright SmallCap Momentum ETF

82 hedge funds and large institutions have $158M invested in Invesco Dorsey Wright SmallCap Momentum ETF in 2022 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 27 increasing their positions, 27 reducing their positions, and 12 closing their positions.

Holders
82
Holders Change
-2
Holders Change %
-2.38%
% of All Funds
1.42%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
27
Reduced
27
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Wells Fargo
1
Wells Fargo
California
$30.5M 444,587 -58,694 -12%
Morgan Stanley
2
Morgan Stanley
New York
$23.8M 347,426 +26,097 +8%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$19.4M 282,760 +20,855 +8%
RJA
4
Raymond James & Associates
Florida
$16.5M 240,683 -4,327 -2%
Bank of America
5
Bank of America
North Carolina
$10.7M 155,997 +52,012 +50%
LPL Financial
6
LPL Financial
California
$10M 146,004 +19,574 +15%
UBS Group
7
UBS Group
Switzerland
$6.81M 99,396 +4,184 +4%
Janney Montgomery Scott
8
Janney Montgomery Scott
Pennsylvania
$4.47M 65,224 -56,095 -46%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$3.07M 44,846 +4,074 +10%
PFS
10
Prospera Financial Services
Texas
$2.37M 34,620 +440 +1%
Stifel Financial
11
Stifel Financial
Missouri
$1.98M 28,935 +2,268 +9%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$1.83M 26,742 +11,514 +76%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$1.69M 24,636 +803 +3%
Carson Wealth (CWM LLC)
14
Carson Wealth (CWM LLC)
Nebraska
$1.67M 24,428 +7,066 +41%
1WM
15
1900 Wealth Management
Texas
$1.61M 23,489 -428 -2%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$1.38M 20,199 +1,392 +7%
BIA
17
Biondo Investment Advisors
Pennsylvania
$1.35M 19,657 +920 +5%
SG
18
Strid Group
Pennsylvania
$1.2M 17,544 -8,326 -32%
IWM
19
IHT Wealth Management
Illinois
$1.2M 17,502 +306 +2%
Goldman Sachs
20
Goldman Sachs
New York
$1.16M 16,953 -170 -1%
Osaic Holdings
21
Osaic Holdings
Arizona
$841K 12,254 -1,814 -13%
SCA
22
Snowden Capital Advisors
New York
$830K 12,128 -6,271 -34%
HI
23
Harbour Investments
Wisconsin
$815K 12,001
EWA
24
EP Wealth Advisors
California
$782K 11,409
LSA
25
Lansing Street Advisors
Pennsylvania
$683K 9,965 -1,104 -10%