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Invesco Dorsey Wright Momentum ETF
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Overview Fund Activity

192 hedge funds and large institutions have $726M invested in Invesco Dorsey Wright Momentum ETF in 2024 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 45 increasing their positions, 55 reducing their positions, and 9 closing their positions.

Holders
192
Holders Change
+14
Holders Change %
+7.87%
% of All Funds
2.78%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
25
Increased
45
Reduced
55
Closed
9
Calls
$365K
Puts
–
Net Calls
+$365K
Net Calls Change
-$80K

Top Buyers

1
NC
1
NewSquare Capital
Pennsylvania
$34.5M
2
WA
2
Win Advisors
Florida
$6.17M
3
Bank of America
3
Bank of America
North Carolina
$47.6M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$34.5M
5
GAA
5
Global Assets Advisory
Florida
$3.2M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$77.6M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$9.62M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$9.19M
4
LPL Financial
4
LPL Financial
California
$23M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$12M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJT
51
Raymond James Trust
Florida
$1.8M +$197K +1,999 +12%
MWM
52
MGB Wealth Management
Texas
$1.72M +$99 +1 +0%
SCA
53
Snowden Capital Advisors
New York
$1.66M – – –
FPCP
54
Fort Point Capital Partners
California
$1.64M -$48.3K -489 -3%
CA
55
Cetera Advisors
Colorado
$1.61M +$459K +4,645 +40%
BA
56
Bridgewater Advisors
New York
$1.46M – – –
CA
57
Calton & Associates
Florida
$1.41M +$3.16K +32 +0.2%
MFG
58
Merit Financial Group
Georgia
$1.28M +$23.9K +254 +2%
NS
59
NBC Securities
Alabama
$1.21M +$84.7K +858 +8%
SFS
60
Sowell Financial Services
Arkansas
$1.16M – – –
CAN
61
Cetera Advisor Networks
California
$1.13M – – –
Baird Financial Group
62
Baird Financial Group
Wisconsin
$1.05M -$4.54K -46 -0.4%
SI
63
Stephens Inc
Arkansas
$1M -$33.6K -340 -3%
BFEC
64
Benjamin F. Edwards & Company
Missouri
$999K -$125K -1,270 -11%
SC
65
Scotia Capital
Ontario, Canada
$971K +$133K +1,348 +16%
Susquehanna International Group
66
Susquehanna International Group
Pennsylvania
$948K +$612K +6,195 +182%
Jane Street
67
Jane Street
New York
$904K +$904K +9,147 New
KAS
68
Kestra Advisory Services
Texas
$894K +$86.3K +874 +11%
LNC
69
Lincoln National Corp
Pennsylvania
$892K +$4.15K +42 +0.5%
BSW
70
Buckingham Strategic Wealth
Missouri
$857K – – –
FFN
71
Focus Financial Network
Minnesota
$777K -$368 -4 -0%
PAG
72
Private Advisor Group
New Jersey
$740K -$2.37K -24 -0.3%
SHFP
73
Second Half Financial Partners
Florida
$732K +$329K +3,333 +82%
WP
74
WMS Partners
Maryland
$704K – – –
GWM
75
Geneos Wealth Management
Colorado
$659K -$27.2K -275 -4%
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3
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