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Invesco Dorsey Wright Momentum ETF
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Overview Fund Activity

168 hedge funds and large institutions have $559M invested in Invesco Dorsey Wright Momentum ETF in 2022 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 36 increasing their positions, 67 reducing their positions, and 11 closing their positions.

Holders
168
Holders Change
-4
Holders Change %
-2.33%
% of All Funds
2.91%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
8
Increased
36
Reduced
67
Closed
11
Calls
$304K
Puts
$203K
Net Calls
+$101K
Net Calls Change
-$716K

Top Buyers

1
NC
1
NewSquare Capital
Pennsylvania
$23.2M
2
PFS
2
Prospera Financial Services
Texas
$27.1M
3
MWM
3
MinichMacGregor Wealth Management
New York
$4.49M
4
Bank of America
4
Bank of America
North Carolina
$26.6M
5
TRCT
5
Tower Research Capital (TRC)
New York
$1.18M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$9.26M
2
Wells Fargo
2
Wells Fargo
California
$53.6M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$38M
4
Morgan Stanley
4
Morgan Stanley
New York
$65.8M
5
SC
5
Savant Capital
Illinois
$13.8M
Name Market Value Shares Shares
Change 		Shares
Change %
BA
51
Bridgewater Advisors
New York
$996K 14,735 – –
PAG
52
Private Advisory Group
Washington
$886K 13,113 +2,003 +18%
SFS
53
Sowell Financial Services
Arkansas
$874K 12,939 +12,939 New
Susquehanna International Group
54
Susquehanna International Group
Pennsylvania
$873K 12,924 -23,067 -64%
Baird Financial Group
55
Baird Financial Group
Wisconsin
$798K 11,801 +116 +1%
AWM
56
AE Wealth Management
Kansas
$785K 11,615 +5,430 +88%
WI
57
Wintrust Investments
Illinois
$753K 11,147 -137 -1%
SC
58
Scotia Capital
Ontario, Canada
$715K 10,573 -320 -3%
CA
59
Cetera Advisors
Colorado
$690K 10,207 +3 +0%
LNC
60
Lincoln National Corp
Pennsylvania
$681K 10,081 -193 -2%
PAG
61
Private Advisor Group
New Jersey
$668K 9,888 -2,533 -20%
CWA
62
Capital Wealth Alliance
Arizona
$655K 9,698 -10,797 -53%
SPIA
63
Steward Partners Investment Advisory
New York
$648K 9,595 – –
KAS
64
Kestra Advisory Services
Texas
$631K 9,340 +222 +2%
GWM
65
Geneos Wealth Management
Colorado
$616K 9,122 -730 -7%
CAN
66
Cetera Advisor Networks
California
$606K 8,971 +101 +1%
BAM
67
Belpointe Asset Management
Nevada
$549K 8,115 – –
FFN
68
Focus Financial Network
Minnesota
$544K 8,046 – –
WP
69
WMS Partners
Maryland
$542K 8,025 – –
GA
70
Gateway Advisory
New Jersey
$531K 7,853 -1,590 -17%
Creative Planning
71
Creative Planning
Kansas
$511K 7,558 +49 +0.7%
EBA
72
Eagle Bay Advisors
New York
$419K 6,206 – –
IA
73
IFP Advisors
Florida
$399K 7,123 +879 +14%
WA
74
Waverly Advisors
Alabama
$398K 5,885 – –
Fidelity Investments
75
Fidelity Investments
Massachusetts
$391K 5,780 -1,715 -23%
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3
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