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Invesco Dorsey Wright Momentum ETF
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Overview Fund Activity

173 hedge funds and large institutions have $528M invested in Invesco Dorsey Wright Momentum ETF in 2023 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 36 increasing their positions, 67 reducing their positions, and 17 closing their positions.

Holders
173
Holders Change
-8
Holders Change %
-4.42%
% of All Funds
2.77%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
13
Increased
36
Reduced
67
Closed
17
Calls
$517K
Puts
$228K
Net Calls
+$289K
Net Calls Change
+$289K

Top Buyers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$8.9M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$1.66M
3
KWM
3
Kingsview Wealth Management
Oregon
$1.29M
4
CWP
4
Cyndeo Wealth Partners
Florida
$9.42M
5
Rockefeller Capital Management
5
Rockefeller Capital Management
New York
$9.04M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$49.5M
2
DIM
2
Delta Investment Management
California
$0
3
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$19.2M
4
BFEC
4
Benjamin F. Edwards & Company
Missouri
$5.26M
5
UBS Group
5
UBS Group
Switzerland
$19.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
BA
51
Bridgewater Advisors
New York
$1.12M – – –
CA
52
Calton & Associates
Florida
$1.08M +$2.36K +31 +0.2%
SI
53
Stephens Inc
Arkansas
$1.07M -$140K -1,844 -12%
PAG
54
Private Advisory Group
Washington
$960K -$50.1K -659 -5%
SFS
55
Sowell Financial Services
Arkansas
$941K -$61.6K -811 -6%
MFG
56
Merit Financial Group
Georgia
$923K +$12.9K +170 +1%
Baird Financial Group
57
Baird Financial Group
Wisconsin
$848K -$48.5K -639 -5%
WI
58
Wintrust Investments
Illinois
$843K -$3.42K -45 -0.4%
Goldman Sachs
59
Goldman Sachs
New York
$794K – – –
CA
60
Cetera Advisors
Colorado
$793K +$2.05K +27 +0.3%
Cetera Investment Advisers
61
Cetera Investment Advisers
Illinois
$760K +$16.9K +222 +2%
LNC
62
Lincoln National Corp
Pennsylvania
$737K +$684 +9 +0.1%
CAN
63
Cetera Advisor Networks
California
$723K +$1.98K +26 +0.3%
SC
64
Scotia Capital
Ontario, Canada
$722K -$50.2K -660 -6%
TRCT
65
Tower Research Capital (TRC)
New York
$700K +$95.5K +1,258 +16%
SPIA
66
Steward Partners Investment Advisory
New York
$696K -$45.6K -600 -6%
HighTower Advisors
67
HighTower Advisors
Illinois
$677K -$2.13K -28 -0.3%
GWM
68
Geneos Wealth Management
Colorado
$615K -$48K -632 -7%
WP
69
WMS Partners
Maryland
$610K – – –
FFN
70
Focus Financial Network
Minnesota
$598K -$4.18K -55 -0.7%
SOS
71
Silver Oak Securities
Tennessee
$568K +$27.4K +358 +5%
PI
72
PFG Investments
New York
$563K +$563K +7,406 New
PAG
73
Private Advisor Group
New Jersey
$536K +$536K +7,049 New
BF
74
BOK Financial
Oklahoma
$489K -$632K -8,322 -56%
KAS
75
Kestra Advisory Services
Texas
$488K -$50.5K -665 -9%
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