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Invesco Dorsey Wright Momentum ETF
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Overview Fund Activity

178 hedge funds and large institutions have $686M invested in Invesco Dorsey Wright Momentum ETF in 2024 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 25 increasing their positions, 70 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
178
Holders Change
-14
Holders Change %
-7.29%
% of All Funds
2.59%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
8
Increased
25
Reduced
70
Closed
19
Calls
$656K
Puts
$382K
Net Calls
+$274K
Net Calls Change
-$91K

Top Buyers

1
NA
1
NewEdge Advisors
Louisiana
$10.2M
2
TWM
2
Tradition Wealth Management
Minnesota
$6.11M
3
FMP
3
Financial Management Professionals
Texas
$652K
4
GA
4
Gateway Advisory
New Jersey
$20.9M
5
Stifel Financial
5
Stifel Financial
Missouri
$7.84M

Top Sellers

1
WA
1
Win Advisors
Florida
$0
2
PAG
2
Private Advisory Group
Washington
$931K
3
GAA
3
Global Assets Advisory
Florida
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$74.4M
5
UBS Group
5
UBS Group
Switzerland
$21.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
IFWM
26
Institute for Wealth Management
Colorado
$4.69M -$20.8K -213 -0.4%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$4.58M -$382K -3,906 -8%
OPCM
28
Osborne Partners Capital Management
California
$3.74M -$254K -2,591 -6%
EWA
29
EP Wealth Advisors
California
$3.68M -$62.6K -640 -2%
JCFM
30
JBR Co Financial Management
Oklahoma
$3.26M -$106K -1,087 -3%
MIM
31
MTM Investment Management
South Carolina
$3.23M – – –
Truist Financial
32
Truist Financial
North Carolina
$3.01M -$21.7K -222 -0.7%
Cetera Investment Advisers
33
Cetera Investment Advisers
Illinois
$2.81M -$89.6K -916 -3%
BRWA
34
B. Riley Wealth Advisors
Florida
$2.74M -$252K -2,577 -8%
William Blair & Company
35
William Blair & Company
Illinois
$2.69M -$29.4K -300 -1%
Mercer Global Advisors
36
Mercer Global Advisors
Colorado
$2.64M -$126K -1,289 -5%
GSC
37
G&S Capital
Colorado
$2.36M -$69.1K -688 -3%
PI
38
PFG Investments
New York
$2.36M -$9.1K -93 -0.4%
MWM
39
MorganRosel Wealth Management
Colorado
$2.23M -$62.2K -636 -3%
MML Investors Services
40
MML Investors Services
Massachusetts
$2.2M +$336K +3,437 +18%
DADC
41
D.A. Davidson & Co
Montana
$2.13M -$32.3K -330 -1%
WA
42
Waverly Advisors
Alabama
$1.94M -$38.5K -393 -2%
CIAS
43
Capital Investment Advisory Services
North Carolina
$1.89M +$7.54K +77 +0.4%
MWM
44
MGB Wealth Management
Texas
$1.74M – – –
SPIA
45
Steward Partners Investment Advisory
New York
$1.72M -$116K -1,185 -6%
RJT
46
Raymond James Trust
Florida
$1.69M -$89.6K -916 -5%
SCA
47
Snowden Capital Advisors
New York
$1.67M +$17.6K +180 +1%
SFG
48
Sovereign Financial Group
Connecticut
$1.65M -$445K -4,547 -21%
FA
49
Forefront Analytics
Pennsylvania
$1.63M -$266K -2,719 -14%
FPCP
50
Fort Point Capital Partners
California
$1.61M -$14.7K -150 -0.9%
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