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Invesco Dorsey Wright Momentum ETF
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Overview Fund Activity

172 hedge funds and large institutions have $568M invested in Invesco Dorsey Wright Momentum ETF in 2022 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 31 increasing their positions, 69 reducing their positions, and 22 closing their positions.

Holders
172
Holders Change
-10
Holders Change %
-5.49%
% of All Funds
2.91%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
15
Increased
31
Reduced
69
Closed
22
Calls
$817K
Puts
–
Net Calls
+$817K
Net Calls Change
+$145K

Top Buyers

1
SC
1
Savant Capital
Illinois
$15.6M
2
NA
2
NewEdge Advisors
Louisiana
$16.3M
3
Bank of America
3
Bank of America
North Carolina
$24.9M
4
Citadel Advisors
4
Citadel Advisors
Florida
$2.07M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$2.45M

Top Sellers

1
NC
1
NewSquare Capital
Pennsylvania
$13.4M
2
PFS
2
Prospera Financial Services
Texas
$20.7M
3
LPL Financial
3
LPL Financial
California
$14.6M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$17M
5
Wells Fargo
5
Wells Fargo
California
$57.4M
Name Market Value Shares Shares
Change 		Shares
Change %
TWM
26
Tradition Wealth Management
Minnesota
$3.74M 54,897 -63,960 -54%
IFWM
27
Institute for Wealth Management
Colorado
$3.69M 54,140 -252 -0.5%
Mercer Global Advisors
28
Mercer Global Advisors
Colorado
$3.27M 48,029 -5,164 -10%
OPCM
29
Osborne Partners Capital Management
California
$3.26M 47,897 -455 -0.9%
DADC
30
D.A. Davidson & Co
Montana
$3.2M 47,030 -1,717 -4%
MAP
31
Milestone Advisory Partners
North Carolina
$2.93M 42,563 -34,827 -45%
EWA
32
EP Wealth Advisors
California
$2.63M 38,657 -700 -2%
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
$2.45M 35,991 +19,711 +121%
MIM
34
MTM Investment Management
South Carolina
$2.43M 35,372 -255 -0.7%
SI
35
Stephens Inc
Arkansas
$2.39M 35,046 -603 -2%
BRWA
36
B. Riley Wealth Advisors
Florida
$2.3M 33,799 -1,521 -4%
SCA
37
Snowden Capital Advisors
New York
$2.14M 31,362 -8 -0%
Citadel Advisors
38
Citadel Advisors
Florida
$2.07M 30,323 +21,911 +260%
William Blair & Company
39
William Blair & Company
Illinois
$2.04M 29,900 -250 -0.8%
SFG
40
Sovereign Financial Group
Connecticut
$1.92M 28,159 – –
MWM
41
MorganRosel Wealth Management
Colorado
$1.9M 27,929 +1,960 +8%
GSC
42
G&S Capital
Colorado
$1.59M 23,362 +417 +2%
CWA
43
Capital Wealth Alliance
Arizona
$1.4M 20,495 -999 -5%
FPCP
44
Fort Point Capital Partners
California
$1.36M 19,894 +1 +0%
CIAS
45
Capital Investment Advisory Services
North Carolina
$1.35M 19,862 – –
OMC
46
Old Mission Capital
Illinois
$1.22M 17,903 +11,602 +184%
MML Investors Services
47
MML Investors Services
Massachusetts
$1.15M 16,808 +315 +2%
RWA
48
Rainsberger Wealth Advisors
Colorado
$1.11M 16,304 -1,031 -6%
WWM
49
Western Wealth Management
Colorado
$1.08M 15,796 -15,956 -50%
RJT
50
Raymond James Trust
Florida
$1.05M 15,481 – –
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