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Invesco Dorsey Wright Momentum ETF

182 hedge funds and large institutions have $567M invested in Invesco Dorsey Wright Momentum ETF in 2022 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 36 increasing their positions, 72 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 12

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

8% more funds holding

Funds holding: 169182 (+13)

1.09% more ownership

Funds ownership: 53.64%54.73% (+1.1%)

1% more capital invested

Capital invested by funds: $559M → $567M (+$7.74M)

50% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 72

Holders
182
Holders Change
+13
Holders Change %
+7.69%
% of All Funds
2.93%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
27
Increased
36
Reduced
72
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
26
JP Morgan Chase
New York
$5.82M -$282K -3,865 -5%
MAP
27
Milestone Advisory Partners
North Carolina
$4.64M +$2.43M +33,356 +104%
IFWM
28
Institute for Wealth Management
Colorado
$3.78M -$53.8K -738 -1%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$3.51M -$45.6K -625 -1%
OPCM
30
Osborne Partners Capital Management
California
$3.39M -$17.1K -235 -0.5%
Truist Financial
31
Truist Financial
North Carolina
$3.33M -$1.13M -15,537 -25%
DADC
32
D.A. Davidson & Co
Montana
$3.26M -$33.7K -462 -1%
Mercer Global Advisors
33
Mercer Global Advisors
Colorado
$3.15M -$262K -3,595 -7%
TWM
34
Tradition Wealth Management
Minnesota
$2.95M -$265K -3,637 -8%
EWA
35
EP Wealth Advisors
California
$2.83M +$91.5K +1,255 +3%
FA
36
Forefront Analytics
Pennsylvania
$2.58M +$2.65M +36,352 New
BRWA
37
B. Riley Wealth Advisors
Florida
$2.55M -$110K -1,512 -4%
MIM
38
MTM Investment Management
South Carolina
$2.48M -$18.4K -252 -0.7%
GSC
39
G&S Capital
Colorado
$2.3M +$551K +7,556 +31%
William Blair & Company
40
William Blair & Company
Illinois
$2.09M -$25.5K -350 -1%
SFG
41
Sovereign Financial Group
Connecticut
$2M -$4.3K -59 -0.2%
Citadel Advisors
42
Citadel Advisors
Florida
$1.91M -$431K -5,915 -18%
MWM
43
MorganRosel Wealth Management
Colorado
$1.84M -$27.8K -382 -1%
SCA
44
Snowden Capital Advisors
New York
$1.46M -$192K -2,639 -11%
FPCP
45
Fort Point Capital Partners
California
$1.4M -$12.5K -172 -0.9%
CIAS
46
Capital Investment Advisory Services
North Carolina
$1.39M -$5.61K -77 -0.4%
MML Investors Services
47
MML Investors Services
Massachusetts
$1.32M +$25.8K +354 +2%
NA
48
NewEdge Advisors
Louisiana
$1.27M -$13.5M -184,747 -76%
AWM
49
AE Wealth Management
Kansas
$1.25M +$438K +6,007 +52%
RWA
50
Rainsberger Wealth Advisors
Colorado
$1.2M +$29.5K +405 +2%