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Invesco Dorsey Wright Momentum ETF
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Overview Fund Activity

170 hedge funds and large institutions have $603M invested in Invesco Dorsey Wright Momentum ETF in 2023 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 44 increasing their positions, 57 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
170
Holders Change
-3
Holders Change %
-1.73%
% of All Funds
2.68%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
11
Increased
44
Reduced
57
Closed
13
Calls
$932K
Puts
–
Net Calls
+$932K
Net Calls Change
+$643K

Top Buyers

1
NC
1
NewSquare Capital
Pennsylvania
$23.5M
2
PFS
2
Prospera Financial Services
Texas
$28.5M
3
CWP
3
Cyndeo Wealth Partners
Florida
$15.5M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$14.8M
5
NA
5
NewEdge Advisors
Louisiana
$6.63M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$19.9M
2
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$14.8M
3
BFEC
3
Benjamin F. Edwards & Company
Missouri
$1.07M
4
Morgan Stanley
4
Morgan Stanley
New York
$71.7M
5
MAP
5
Milestone Advisory Partners
North Carolina
$2.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
51
Calton & Associates
Florida
$1.16M +$10.3K +127 +0.9%
BFEC
52
Benjamin F. Edwards & Company
Missouri
$1.07M -$4.55M -56,120 -81%
SFS
53
Sowell Financial Services
Arkansas
$1.03M +$30.2K +373 +3%
SI
54
Stephens Inc
Arkansas
$1.02M -$122K -1,500 -11%
MFG
55
Merit Financial Group
Georgia
$927K -$57.9K -715 -6%
PAG
56
Private Advisory Group
Washington
$926K -$98.1K -1,211 -10%
CA
57
Cetera Advisors
Colorado
$920K +$74K +913 +9%
Baird Financial Group
58
Baird Financial Group
Wisconsin
$897K -$7.94K -98 -0.9%
LNC
59
Lincoln National Corp
Pennsylvania
$896K +$110K +1,356 +14%
CAN
60
Cetera Advisor Networks
California
$814K +$42.5K +525 +6%
Cetera Investment Advisers
61
Cetera Investment Advisers
Illinois
$803K -$8.1K -100 -1%
HighTower Advisors
62
HighTower Advisors
Illinois
$750K +$29.8K +368 +4%
SPIA
63
Steward Partners Investment Advisory
New York
$742K – – –
Susquehanna International Group
64
Susquehanna International Group
Pennsylvania
$709K -$1.06M -13,134 -60%
BSW
65
Buckingham Strategic Wealth
Missouri
$703K +$703K +8,680 New
SC
66
Scotia Capital
Ontario, Canada
$689K -$80.6K -995 -10%
FFN
67
Focus Financial Network
Minnesota
$637K – – –
GWM
68
Geneos Wealth Management
Colorado
$627K -$28.4K -350 -4%
WP
69
WMS Partners
Maryland
$577K -$72.9K -900 -11%
PAG
70
Private Advisor Group
New Jersey
$565K -$6.08K -75 -1%
KAS
71
Kestra Advisory Services
Texas
$564K +$43.2K +533 +8%
BF
72
BOK Financial
Oklahoma
$538K +$17.1K +211 +3%
Creative Planning
73
Creative Planning
Kansas
$508K +$108K +1,333 +27%
AWS
74
Atria Wealth Solutions
New York
$492K +$40.6K +501 +9%
WA
75
Waverly Advisors
Alabama
$477K – – –
1 2
3
4 5