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Invesco Dorsey Wright SmallCap Momentum ETF
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Overview Fund Activity

81 hedge funds and large institutions have $448M invested in Invesco Dorsey Wright SmallCap Momentum ETF in 2023 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 22 increasing their positions, 27 reducing their positions, and 15 closing their positions.

Holders
81
Holders Change
-3
Holders Change %
-3.57%
% of All Funds
1.28%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
14
Increased
22
Reduced
27
Closed
15
Calls
$527K
Puts
–
Net Calls
+$527K
Net Calls Change
+$63K

Top Buyers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$266M
2
LPL Financial
2
LPL Financial
California
$22.5M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$4.33M
4
PAG
4
Private Advisor Group
New Jersey
$2.76M
5
MCC
5
Money Concepts Capital
Florida
$1.91M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$15.8M
2
DSCM
2
Del-Sette Capital Management
New York
$0
3
EWA
3
EP Wealth Advisors
California
$762K
4
Wells Fargo
4
Wells Fargo
California
$18.7M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$3.49M
Name Market Value Shares Shares
Change 		Shares
Change %
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$266M 3,382,011 +1,168,655 +53%
Morgan Stanley
2
Morgan Stanley
New York
$25M 317,762 +5,230 +2%
LPL Financial
3
LPL Financial
California
$22.5M 285,326 +109,537 +62%
RJA
4
Raymond James & Associates
Florida
$20.6M 261,817 +485 +0.2%
Wells Fargo
5
Wells Fargo
California
$18.7M 236,927 -44,483 -16%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$15.8M 201,319 -85,641 -30%
Bank of America
7
Bank of America
North Carolina
$12.6M 159,555 -21,720 -12%
UBS Group
8
UBS Group
Switzerland
$6.24M 79,270 -22,761 -22%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$4.33M 54,962 +33,371 +155%
LWM
10
LJI Wealth Management
Indiana
$3.67M 46,574 +1,763 +4%
Carson Wealth (CWM LLC)
11
Carson Wealth (CWM LLC)
Nebraska
$3.55M 45,082 +3,733 +9%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$3.49M 44,368 -29,221 -40%
PAG
13
Private Advisor Group
New Jersey
$2.76M 35,104 +28,299 +416%
PFS
14
Prospera Financial Services
Texas
$2.45M 31,180 -2,040 -6%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$2.37M 30,053 -28,253 -48%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$2.33M 29,554 +200 +0.7%
1WM
17
1900 Wealth Management
Texas
$1.91M 24,308 +2,966 +14%
MCC
18
Money Concepts Capital
Florida
$1.91M 24,245 +24,245 New
Stifel Financial
19
Stifel Financial
Missouri
$1.89M 24,066 -1,282 -5%
PAG
20
Private Advisory Group
Washington
$1.75M 22,277 +22,277 New
CAN
21
Cetera Advisor Networks
California
$1.72M 21,911 -794 -3%
BIA
22
Biondo Investment Advisors
Pennsylvania
$1.64M 20,840 +598 +3%
Truist Financial
23
Truist Financial
North Carolina
$1.43M 18,155 +18,155 New
SG
24
Strid Group
Pennsylvania
$1.36M 17,295 -180 -1%
Goldman Sachs
25
Goldman Sachs
New York
$1.29M 16,408 -26 -0.2%
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