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Invesco Dorsey Wright Momentum ETF
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Overview Fund Activity

178 hedge funds and large institutions have $702M invested in Invesco Dorsey Wright Momentum ETF in 2023 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 43 increasing their positions, 57 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
178
Holders Change
+8
Holders Change %
+4.71%
% of All Funds
2.61%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
22
Increased
43
Reduced
57
Closed
11
Calls
$445K
Puts
–
Net Calls
+$445K
Net Calls Change
+$191K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$145M
2
LPL Financial
2
LPL Financial
California
$21.4M
3
GA
3
Gateway Advisory
New Jersey
$17.6M
4
UBS Group
4
UBS Group
Switzerland
$20.6M
5
CA
5
Calton & Associates
Florida
$1.22M

Top Sellers

1
CWP
1
Cyndeo Wealth Partners
Florida
$876K
2
NC
2
NewSquare Capital
Pennsylvania
$23.1M
3
PFS
3
Prospera Financial Services
Texas
$21.3M
4
Wells Fargo
4
Wells Fargo
California
$50M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$10.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
PI
51
PFG Investments
New York
$1.25M -$957K -11,200 -43%
RWA
52
Rainsberger Wealth Advisors
Colorado
$1.24M -$116K -1,352 -9%
CA
53
Calton & Associates
Florida
$1.22M +$1.22M +14,283 New
MFG
54
Merit Financial Group
Georgia
$1.14M +$127K +1,489 +13%
SFS
55
Sowell Financial Services
Arkansas
$1M -$91.3K -1,068 -8%
CA
56
Cetera Advisors
Colorado
$995K +$24.8K +290 +3%
CAN
57
Cetera Advisor Networks
California
$977K +$74K +866 +8%
NS
58
NBC Securities
Alabama
$975K -$256 -3 -0%
BFEC
59
Benjamin F. Edwards & Company
Missouri
$973K -$149K -1,742 -13%
Comerica Bank
60
Comerica Bank
Texas
$939K -$299K -3,500 -24%
Baird Financial Group
61
Baird Financial Group
Wisconsin
$917K -$769 -9 -0.1%
SI
62
Stephens Inc
Arkansas
$897K -$38.1K -446 -4%
CWP
63
Cyndeo Wealth Partners
Florida
$876K -$15.3M -178,622 -95%
SPIA
64
Steward Partners Investment Advisory
New York
$769K -$13.8K -162 -2%
LNC
65
Lincoln National Corp
Pennsylvania
$768K -$28.8K -337 -4%
BSW
66
Buckingham Strategic Wealth
Missouri
$742K – – –
SC
67
Scotia Capital
Ontario, Canada
$725K -$769 -9 -0.1%
FFN
68
Focus Financial Network
Minnesota
$722K +$49.3K +577 +7%
KAS
69
Kestra Advisory Services
Texas
$699K -$271K -3,173 -28%
Cetera Investment Advisers
70
Cetera Investment Advisers
Illinois
$685K -$75.4K -882 -10%
PAG
71
Private Advisor Group
New Jersey
$643K +$20.9K +245 +3%
Citadel Advisors
72
Citadel Advisors
Florida
$642K +$44.6K +522 +7%
IA
73
IFP Advisors
Florida
$624K +$228K +2,667 +58%
WP
74
WMS Partners
Maryland
$609K – – –
GWM
75
Geneos Wealth Management
Colorado
$594K -$22.2K -260 -4%
1 2
3
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