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Invesco Dorsey Wright Momentum ETF
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Overview Fund Activity

206 hedge funds and large institutions have $969M invested in Invesco Dorsey Wright Momentum ETF in 2024 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 43 increasing their positions, 60 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
206
Holders Change
+20
Holders Change %
+10.75%
% of All Funds
2.74%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
34
Increased
43
Reduced
60
Closed
6
Calls
$721K
Puts
$1.18M
Net Calls
-$463K
Net Calls Change
-$711K

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$33.1M
2
WA
2
Win Advisors
Florida
$3.88M
3
FMP
3
Financial Management Professionals
Texas
$2.43M
4
GRP
4
Global Retirement Partners
California
$1.93M
5
HIS
5
Harvest Investment Services
Illinois
$1.05M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$25M
2
LWM
2
LJI Wealth Management
Indiana
$7.23M
3
PFS
3
Prospera Financial Services
Texas
$19.1M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$42.2M
5
Ameriprise
5
Ameriprise
Minnesota
$15.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$4.34M +$110K +1,023 +3%
EWA
27
EP Wealth Advisors
California
$3.99M -$4.63K -43 -0.1%
OPCM
28
Osborne Partners Capital Management
California
$3.97M – – –
WA
29
Win Advisors
Florida
$3.88M +$3.88M +36,050 New
MIM
30
MTM Investment Management
South Carolina
$3.51M -$32.3K -300 -0.9%
JCFM
31
JBR Co Financial Management
Oklahoma
$3.51M +$12.3K +114 +0.4%
MML Investors Services
32
MML Investors Services
Massachusetts
$3.35M +$341K +3,170 +11%
Truist Financial
33
Truist Financial
North Carolina
$3.18M +$333K +3,090 +12%
Mercer Global Advisors
34
Mercer Global Advisors
Colorado
$2.93M +$135K +1,255 +5%
William Blair & Company
35
William Blair & Company
Illinois
$2.83M -$40.4K -375 -1%
BRWA
36
B. Riley Wealth Advisors
Florida
$2.77M +$24.2K +225 +0.9%
Cetera Investment Advisers
37
Cetera Investment Advisers
Illinois
$2.73M -$366K -3,402 -12%
GSC
38
G&S Capital
Colorado
$2.69M +$218K +2,023 +9%
DADC
39
D.A. Davidson & Co
Montana
$2.48M +$154K +1,427 +7%
PI
40
PFG Investments
New York
$2.44M -$173K -1,610 -7%
FMP
41
Financial Management Professionals
Texas
$2.43M +$2.43M +22,585 New
MWM
42
MorganRosel Wealth Management
Colorado
$2.43M -$17.8K -165 -0.7%
CIAS
43
Capital Investment Advisory Services
North Carolina
$2.17M – – –
WA
44
Waverly Advisors
Alabama
$2.04M -$80.2K -745 -4%
MWM
45
MGB Wealth Management
Texas
$2.03M +$204K +1,900 +11%
GRP
46
Global Retirement Partners
California
$1.93M +$1.91M +17,766 +9,603%
KFG
47
Kelly Financial Group
Connecticut
$1.86M +$1.86M +17,309 New
SFG
48
Sovereign Financial Group
Connecticut
$1.8M +$538 +5 +0%
SCA
49
Snowden Capital Advisors
New York
$1.8M – – –
FPCP
50
Fort Point Capital Partners
California
$1.73M -$31.4K -292 -2%
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