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Invesco Dorsey Wright Momentum ETF
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Overview Fund Activity

170 hedge funds and large institutions have $608M invested in Invesco Dorsey Wright Momentum ETF in 2023 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 41 increasing their positions, 51 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
170
Holders Change
–
Holders Change %
0%
% of All Funds
2.71%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
12
Increased
41
Reduced
51
Closed
12
Calls
$485K
Puts
$231K
Net Calls
+$254K
Net Calls Change
-$678K

Top Buyers

1
NC
1
NewSquare Capital
Pennsylvania
$30.2M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$25M
3
Bank of America
3
Bank of America
North Carolina
$34M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$13.9M
5
Wells Fargo
5
Wells Fargo
California
$50.9M

Top Sellers

1
CA
1
Calton & Associates
Florida
$0
2
PFS
2
Prospera Financial Services
Texas
$26M
3
Rockefeller Capital Management
3
Rockefeller Capital Management
New York
$8.35M
4
UBS Group
4
UBS Group
Switzerland
$17.2M
5
RJA
5
Raymond James & Associates
Florida
$45.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
BA
51
Bridgewater Advisors
New York
$1.13M – – –
Comerica Bank
52
Comerica Bank
Texas
$1.11M +$1.11M +14,479 New
PAG
53
Private Advisory Group
Washington
$1.03M +$150K +1,943 +17%
BFEC
54
Benjamin F. Edwards & Company
Missouri
$1.01M -$2.47K -32 -0.2%
SFS
55
Sowell Financial Services
Arkansas
$983K – – –
MFG
56
Merit Financial Group
Georgia
$910K +$29.9K +388 +3%
Susquehanna International Group
57
Susquehanna International Group
Pennsylvania
$878K +$205K +2,657 +30%
NS
58
NBC Securities
Alabama
$878K +$878K +11,412 New
CA
59
Cetera Advisors
Colorado
$874K +$77 +1 +0%
KAS
60
Kestra Advisory Services
Texas
$874K +$338K +4,392 +63%
SI
61
Stephens Inc
Arkansas
$842K -$129K -1,680 -13%
Baird Financial Group
62
Baird Financial Group
Wisconsin
$826K -$25.7K -334 -3%
CAN
63
Cetera Advisor Networks
California
$813K +$39.7K +515 +5%
HighTower Advisors
64
HighTower Advisors
Illinois
$729K +$15.1K +196 +2%
LNC
65
Lincoln National Corp
Pennsylvania
$718K -$133K -1,732 -16%
SPIA
66
Steward Partners Investment Advisory
New York
$705K – – –
Cetera Investment Advisers
67
Cetera Investment Advisers
Illinois
$685K -$77.4K -1,005 -10%
BSW
68
Buckingham Strategic Wealth
Missouri
$668K – – –
SC
69
Scotia Capital
Ontario, Canada
$654K -$539 -7 -0.1%
FFN
70
Focus Financial Network
Minnesota
$606K – – –
PAG
71
Private Advisor Group
New Jersey
$560K +$22.9K +297 +4%
GWM
72
Geneos Wealth Management
Colorado
$555K -$41.2K -535 -7%
WP
73
WMS Partners
Maryland
$549K – – –
Citadel Advisors
74
Citadel Advisors
Florida
$538K +$538K +6,982 New
Creative Planning
75
Creative Planning
Kansas
$506K +$22.7K +295 +5%
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3
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