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Invesco Dorsey Wright Momentum ETF
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Overview Fund Activity

170 hedge funds and large institutions have $603M invested in Invesco Dorsey Wright Momentum ETF in 2023 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 44 increasing their positions, 57 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
170
Holders Change
-3
Holders Change %
-1.73%
% of All Funds
2.68%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
11
Increased
44
Reduced
57
Closed
13
Calls
$932K
Puts
–
Net Calls
+$932K
Net Calls Change
+$643K

Top Buyers

1
NC
1
NewSquare Capital
Pennsylvania
$23.5M
2
PFS
2
Prospera Financial Services
Texas
$28.5M
3
CWP
3
Cyndeo Wealth Partners
Florida
$15.5M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$14.8M
5
NA
5
NewEdge Advisors
Louisiana
$6.63M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$19.9M
2
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$14.8M
3
BFEC
3
Benjamin F. Edwards & Company
Missouri
$1.07M
4
Morgan Stanley
4
Morgan Stanley
New York
$71.7M
5
MAP
5
Milestone Advisory Partners
North Carolina
$2.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$4.29M +$536K +6,617 +14%
IFWM
27
Institute for Wealth Management
Colorado
$4.2M -$60.1K -742 -1%
OPCM
28
Osborne Partners Capital Management
California
$3.6M -$154K -1,906 -4%
Mercer Global Advisors
29
Mercer Global Advisors
Colorado
$3.5M -$87.4K -1,079 -2%
TWM
30
Tradition Wealth Management
Minnesota
$3.12M -$48.3K -596 -2%
EWA
31
EP Wealth Advisors
California
$3.11M +$256K +1,007 +9%
Truist Financial
32
Truist Financial
North Carolina
$2.9M -$522K -6,440 -15%
MIM
33
MTM Investment Management
South Carolina
$2.67M – – –
BRWA
34
B. Riley Wealth Advisors
Florida
$2.6M -$249K -3,076 -9%
MAP
35
Milestone Advisory Partners
North Carolina
$2.4M -$2.88M -35,543 -55%
William Blair & Company
36
William Blair & Company
Illinois
$2.38M – – –
SFG
37
Sovereign Financial Group
Connecticut
$2.28M +$324 +4 +0%
GSC
38
G&S Capital
Colorado
$2.22M -$318K -3,921 -13%
MWM
39
MorganRosel Wealth Management
Colorado
$2.06M -$45.5K -562 -2%
DADC
40
D.A. Davidson & Co
Montana
$2.03M +$192K +2,366 +10%
SCA
41
Snowden Capital Advisors
New York
$1.75M +$50.2K +619 +3%
CIAS
42
Capital Investment Advisory Services
North Carolina
$1.6M +$11.8K +146 +0.7%
PI
43
PFG Investments
New York
$1.58M +$983K +12,128 +164%
FA
44
Forefront Analytics
Pennsylvania
$1.57M -$1.42M -17,544 -48%
MML Investors Services
45
MML Investors Services
Massachusetts
$1.54M +$63.6K +785 +4%
FPCP
46
Fort Point Capital Partners
California
$1.53M -$11.9K -147 -0.8%
RJT
47
Raymond James Trust
Florida
$1.35M +$24.8K +306 +2%
RWA
48
Rainsberger Wealth Advisors
Colorado
$1.29M -$64.9K -801 -5%
AWM
49
AE Wealth Management
Kansas
$1.22M -$53.2K -657 -4%
BA
50
Bridgewater Advisors
New York
$1.19M – – –
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