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Invesco Dorsey Wright Momentum ETF
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Overview Fund Activity

170 hedge funds and large institutions have $608M invested in Invesco Dorsey Wright Momentum ETF in 2023 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 41 increasing their positions, 51 reducing their positions, and 12 closing their positions.

Holders
170
Holders Change
–
Holders Change %
0%
% of All Funds
2.71%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
12
Increased
41
Reduced
51
Closed
12
Calls
$485K
Puts
$231K
Net Calls
+$254K
Net Calls Change
-$678K

Top Buyers

1
NC
1
NewSquare Capital
Pennsylvania
$30.2M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$25M
3
Bank of America
3
Bank of America
North Carolina
$34M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$13.9M
5
Wells Fargo
5
Wells Fargo
California
$50.9M

Top Sellers

1
CA
1
Calton & Associates
Florida
$0
2
PFS
2
Prospera Financial Services
Texas
$26M
3
Rockefeller Capital Management
3
Rockefeller Capital Management
New York
$8.35M
4
UBS Group
4
UBS Group
Switzerland
$17.2M
5
RJA
5
Raymond James & Associates
Florida
$45.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$3.97M -$104K -1,350 -3%
IFWM
27
Institute for Wealth Management
Colorado
$3.97M -$27.2K -353 -0.7%
TWM
28
Tradition Wealth Management
Minnesota
$3.44M +$488K +6,346 +17%
OPCM
29
Osborne Partners Capital Management
California
$3.41M -$13.5K -175 -0.4%
Mercer Global Advisors
30
Mercer Global Advisors
Colorado
$3.04M -$280K -3,635 -8%
EWA
31
EP Wealth Advisors
California
$2.97M +$2.03M +26,430 +217%
Truist Financial
32
Truist Financial
North Carolina
$2.72M -$41.7K -542 -2%
MIM
33
MTM Investment Management
South Carolina
$2.54M – – –
MAP
34
Milestone Advisory Partners
North Carolina
$2.37M +$97.2K +1,262 +4%
BRWA
35
B. Riley Wealth Advisors
Florida
$2.36M -$110K -1,425 -4%
William Blair & Company
36
William Blair & Company
Illinois
$2.24M -$23.1K -300 -1%
SFG
37
Sovereign Financial Group
Connecticut
$2.16M -$8.55K -111 -0.4%
GSC
38
G&S Capital
Colorado
$2.02M -$83.6K -1,086 -4%
PI
39
PFG Investments
New York
$1.98M +$481K +6,244 +32%
MWM
40
MorganRosel Wealth Management
Colorado
$1.9M -$52.7K -684 -3%
DADC
41
D.A. Davidson & Co
Montana
$1.82M -$104K -1,350 -5%
LCM
42
Lunt Capital Management
Utah
$1.55M +$1.55M +20,180 New
CIAS
43
Capital Investment Advisory Services
North Carolina
$1.53M +$9.7K +126 +0.6%
FA
44
Forefront Analytics
Pennsylvania
$1.49M +$539 +7 +0%
MML Investors Services
45
MML Investors Services
Massachusetts
$1.44M -$29.4K -382 -2%
FPCP
46
Fort Point Capital Partners
California
$1.38M -$68.9K -895 -5%
SCA
47
Snowden Capital Advisors
New York
$1.25M -$412K -5,356 -25%
RJT
48
Raymond James Trust
Florida
$1.25M -$37.9K -492 -3%
RWA
49
Rainsberger Wealth Advisors
Colorado
$1.22M -$3.7K -48 -0.3%
AWM
50
AE Wealth Management
Kansas
$1.16M +$4.47K +58 +0.4%
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