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Invesco Dorsey Wright Momentum ETF
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Overview Fund Activity

173 hedge funds and large institutions have $528M invested in Invesco Dorsey Wright Momentum ETF in 2023 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 36 increasing their positions, 67 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
173
Holders Change
-8
Holders Change %
-4.42%
% of All Funds
2.77%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
13
Increased
36
Reduced
67
Closed
17
Calls
$517K
Puts
$228K
Net Calls
+$289K
Net Calls Change
+$289K

Top Buyers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$8.9M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$1.66M
3
KWM
3
Kingsview Wealth Management
Oregon
$1.29M
4
CWP
4
Cyndeo Wealth Partners
Florida
$9.42M
5
Rockefeller Capital Management
5
Rockefeller Capital Management
New York
$9.04M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$49.5M
2
DIM
2
Delta Investment Management
California
$0
3
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$19.2M
4
BFEC
4
Benjamin F. Edwards & Company
Missouri
$5.26M
5
UBS Group
5
UBS Group
Switzerland
$19.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
IFWM
26
Institute for Wealth Management
Colorado
$4M -$44.2K -582 -1%
OPCM
27
Osborne Partners Capital Management
California
$3.52M -$99.5K -1,310 -3%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$3.52M -$239K -3,142 -6%
NA
29
NewEdge Advisors
Louisiana
$3.48M -$1.03M -13,548 -23%
Mercer Global Advisors
30
Mercer Global Advisors
Colorado
$3.36M -$11.8K -155 -0.3%
Truist Financial
31
Truist Financial
North Carolina
$3.21M -$345K -4,536 -10%
TWM
32
Tradition Wealth Management
Minnesota
$2.97M -$186K -2,443 -6%
FA
33
Forefront Analytics
Pennsylvania
$2.8M +$43.1K +567 +2%
BRWA
34
B. Riley Wealth Advisors
Florida
$2.67M -$60.4K -795 -2%
MIM
35
MTM Investment Management
South Carolina
$2.5M -$142K -1,874 -5%
GSC
36
G&S Capital
Colorado
$2.38M -$79.4K -1,045 -3%
William Blair & Company
37
William Blair & Company
Illinois
$2.23M – – –
SFG
38
Sovereign Financial Group
Connecticut
$2.14M +$532 +7 +0%
MWM
39
MorganRosel Wealth Management
Colorado
$1.97M +$2.36K +31 +0.1%
DADC
40
D.A. Davidson & Co
Montana
$1.72M -$1.77M -23,287 -51%
Susquehanna International Group
41
Susquehanna International Group
Pennsylvania
$1.66M +$1.4M +18,478 +543%
Citadel Advisors
42
Citadel Advisors
Florida
$1.64M -$395K -5,198 -19%
SCA
43
Snowden Capital Advisors
New York
$1.59M +$37.4K +492 +2%
CIAS
44
Capital Investment Advisory Services
North Carolina
$1.49M +$912 +12 +0.1%
FPCP
45
Fort Point Capital Partners
California
$1.44M -$59.3K -780 -4%
MML Investors Services
46
MML Investors Services
Massachusetts
$1.39M -$20.5K -270 -1%
KWM
47
Kingsview Wealth Management
Oregon
$1.29M +$974K +12,822 +307%
RWA
48
Rainsberger Wealth Advisors
Colorado
$1.27M -$14.2K -187 -1%
RJT
49
Raymond James Trust
Florida
$1.24M -$836 -11 -0.1%
AWM
50
AE Wealth Management
Kansas
$1.19M -$148K -1,947 -11%
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