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Invesco Dorsey Wright Momentum ETF
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Overview Fund Activity

186 hedge funds and large institutions have $721M invested in Invesco Dorsey Wright Momentum ETF in 2024 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 25 increasing their positions, 65 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
186
Holders Change
+8
Holders Change %
+4.49%
% of All Funds
2.69%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
23
Increased
25
Reduced
65
Closed
11
Calls
$1.38M
Puts
$1.14M
Net Calls
+$248K
Net Calls Change
-$26K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$26.8M
2
UBS Group
2
UBS Group
Switzerland
$27.1M
3
BEI
3
Benjamin Edwards Inc
Missouri
$1.1M
4
Ameriprise
4
Ameriprise
Minnesota
$17.1M
5
Focus Partners Wealth
5
Focus Partners Wealth
Massachusetts
$1.4M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$73.6M
2
PFS
2
Prospera Financial Services
Texas
$20.8M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$7.3M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$42.8M
5
LCM
5
Lunt Capital Management
Utah
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
IFWM
26
Institute for Wealth Management
Colorado
$4.95M -$4.65K -45 -0.1%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$4.06M -$770K -7,457 -16%
EWA
28
EP Wealth Advisors
California
$3.83M -$50.8K -492 -1%
OPCM
29
Osborne Partners Capital Management
California
$3.81M -$135K -1,310 -3%
MIM
30
MTM Investment Management
South Carolina
$3.43M – – –
JCFM
31
JBR Co Financial Management
Oklahoma
$3.35M -$81.6K -790 -2%
Cetera Investment Advisers
32
Cetera Investment Advisers
Illinois
$2.97M +$11.8K +114 +0.4%
MML Investors Services
33
MML Investors Services
Massachusetts
$2.88M +$559K +5,413 +24%
William Blair & Company
34
William Blair & Company
Illinois
$2.75M -$82.6K -800 -3%
Truist Financial
35
Truist Financial
North Carolina
$2.73M -$442K -4,284 -14%
Mercer Global Advisors
36
Mercer Global Advisors
Colorado
$2.67M -$111K -1,075 -4%
BRWA
37
B. Riley Wealth Advisors
Florida
$2.63M -$263K -2,553 -9%
PI
38
PFG Investments
New York
$2.51M +$21.2K +205 +0.9%
GSC
39
G&S Capital
Colorado
$2.37M -$51.6K -500 -2%
MWM
40
MorganRosel Wealth Management
Colorado
$2.35M -$2.58K -25 -0.1%
DADC
41
D.A. Davidson & Co
Montana
$2.24M -$10.8K -105 -0.5%
CIAS
42
Capital Investment Advisory Services
North Carolina
$2.08M +$82K +794 +4%
WA
43
Waverly Advisors
Alabama
$2.03M -$15.8K -153 -0.8%
SPIA
44
Steward Partners Investment Advisory
New York
$1.77M -$46.6K -451 -3%
MWM
45
MGB Wealth Management
Texas
$1.76M -$40.5K -392 -2%
SFG
46
Sovereign Financial Group
Connecticut
$1.73M -$10.1K -98 -0.6%
SCA
47
Snowden Capital Advisors
New York
$1.73M -$29.5K -286 -2%
FA
48
Forefront Analytics
Pennsylvania
$1.72M – – –
RJT
49
Raymond James Trust
Florida
$1.7M -$85.7K -830 -5%
FPCP
50
Fort Point Capital Partners
California
$1.69M -$16.4K -159 -1%
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