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Invesco Dorsey Wright Momentum ETF
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Overview Fund Activity

168 hedge funds and large institutions have $559M invested in Invesco Dorsey Wright Momentum ETF in 2022 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 36 increasing their positions, 67 reducing their positions, and 11 closing their positions.

Holders
168
Holders Change
-4
Holders Change %
-2.33%
% of All Funds
2.91%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
8
Increased
36
Reduced
67
Closed
11
Calls
$304K
Puts
$203K
Net Calls
+$101K
Net Calls Change
-$716K

Top Buyers

1
NC
1
NewSquare Capital
Pennsylvania
$23.2M
2
PFS
2
Prospera Financial Services
Texas
$27.1M
3
MWM
3
MinichMacGregor Wealth Management
New York
$4.49M
4
Bank of America
4
Bank of America
North Carolina
$26.6M
5
TRCT
5
Tower Research Capital (TRC)
New York
$1.18M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$9.26M
2
Wells Fargo
2
Wells Fargo
California
$53.6M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$38M
4
Morgan Stanley
4
Morgan Stanley
New York
$65.8M
5
SC
5
Savant Capital
Illinois
$13.8M
Name Market Value Shares Shares
Change 		Shares
Change %
IFWM
26
Institute for Wealth Management
Colorado
$3.65M 53,947 -193 -0.4%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$3.38M 50,041 -5,400 -10%
Mercer Global Advisors
28
Mercer Global Advisors
Colorado
$3.24M 47,965 -64 -0.1%
OPCM
29
Osborne Partners Capital Management
California
$3.24M 47,897 – –
DADC
30
D.A. Davidson & Co
Montana
$3.13M 46,379 -651 -1%
TWM
31
Tradition Wealth Management
Minnesota
$3.05M 45,129 -9,768 -18%
EWA
32
EP Wealth Advisors
California
$2.6M 38,526 -131 -0.3%
BRWA
33
B. Riley Wealth Advisors
Florida
$2.53M 37,426 +3,627 +11%
MIM
34
MTM Investment Management
South Carolina
$2.37M 35,092 -280 -0.8%
Citadel Advisors
35
Citadel Advisors
Florida
$2.21M 32,761 +2,438 +8%
MAP
36
Milestone Advisory Partners
North Carolina
$2.16M 32,001 -10,562 -25%
William Blair & Company
37
William Blair & Company
Illinois
$2.01M 29,750 -150 -0.5%
SI
38
Stephens Inc
Arkansas
$1.92M 28,364 -6,682 -19%
SFG
39
Sovereign Financial Group
Connecticut
$1.9M 28,164 +5 +0%
MWM
40
MorganRosel Wealth Management
Colorado
$1.78M 26,334 -1,595 -6%
GSC
41
G&S Capital
Colorado
$1.67M 24,758 +1,396 +6%
SCA
42
Snowden Capital Advisors
New York
$1.56M 23,131 -8,231 -26%
FPCP
43
Fort Point Capital Partners
California
$1.35M 19,934 +40 +0.2%
CIAS
44
Capital Investment Advisory Services
North Carolina
$1.33M 19,653 -209 -1%
MML Investors Services
45
MML Investors Services
Massachusetts
$1.23M 18,172 +1,364 +8%
TRCT
46
Tower Research Capital (TRC)
New York
$1.18M 17,503 +17,503 New
RJT
47
Raymond James Trust
Florida
$1.15M 17,013 +1,532 +10%
RWA
48
Rainsberger Wealth Advisors
Colorado
$1.11M 16,453 +149 +0.9%
CA
49
Calton & Associates
Florida
$1.02M 15,114 +1,037 +7%
BF
50
BOK Financial
Oklahoma
$997K 14,753 – –
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