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Invesco Dorsey Wright Momentum ETF

182 hedge funds and large institutions have $567M invested in Invesco Dorsey Wright Momentum ETF in 2022 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 36 increasing their positions, 72 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 12

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

8% more funds holding

Funds holding: 169182 (+13)

1.09% more ownership

Funds ownership: 53.64%54.73% (+1.1%)

1% more capital invested

Capital invested by funds: $559M → $567M (+$7.74M)

50% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 72

Holders
182
Holders Change
+13
Holders Change %
+7.69%
% of All Funds
2.93%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
27
Increased
36
Reduced
72
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJT
51
Raymond James Trust
Florida
$1.16M -$45.6K -625 -4%
SI
52
Stephens Inc
Arkansas
$1.13M -$904K -12,400 -44%
BF
53
BOK Financial
Oklahoma
$1.05M
BA
54
Bridgewater Advisors
New York
$1.05M
CA
55
Calton & Associates
Florida
$1.01M -$66K -905 -6%
Jane Street
56
Jane Street
New York
$990K +$640K +8,783 +171%
PAG
57
Private Advisory Group
Washington
$945K +$13.3K +183 +1%
SFS
58
Sowell Financial Services
Arkansas
$938K +$19.3K +265 +2%
MCC
59
Money Concepts Capital
Florida
$926K +$904K +12,406 +1,963%
CWA
60
Capital Wealth Alliance
Arizona
$862K +$177K +2,433 +25%
MFG
61
Merit Financial Group
Georgia
$851K +$873K +11,980 New
Baird Financial Group
62
Baird Financial Group
Wisconsin
$838K
FFA
63
Fragasso Financial Advisors
Pennsylvania
$827K +$849K +11,642 New
WI
64
Wintrust Investments
Illinois
$792K
Goldman Sachs
65
Goldman Sachs
New York
$742K +$762K +10,450 New
CA
66
Cetera Advisors
Colorado
$740K +$14.9K +205 +2%
SC
67
Scotia Capital
Ontario, Canada
$722K -$30.5K -419 -4%
Cetera Investment Advisers
68
Cetera Investment Advisers
Illinois
$695K +$713K +9,782 New
SPIA
69
Steward Partners Investment Advisory
New York
$694K +$12.1K +166 +2%
LNC
70
Lincoln National Corp
Pennsylvania
$689K -$28.4K -389 -4%
CAN
71
Cetera Advisor Networks
California
$675K +$38.3K +525 +6%
HighTower Advisors
72
HighTower Advisors
Illinois
$634K +$325K +4,459 +100%
GWM
73
Geneos Wealth Management
Colorado
$620K -$29.2K -400 -4%
BAM
74
Belpointe Asset Management
Nevada
$577K
WP
75
WMS Partners
Maryland
$570K