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Invesco Dorsey Wright Momentum ETF
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Overview Fund Activity

178 hedge funds and large institutions have $686M invested in Invesco Dorsey Wright Momentum ETF in 2024 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 25 increasing their positions, 70 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
178
Holders Change
-14
Holders Change %
-7.29%
% of All Funds
2.59%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
8
Increased
25
Reduced
70
Closed
19
Calls
$656K
Puts
$382K
Net Calls
+$274K
Net Calls Change
-$91K

Top Buyers

1
NA
1
NewEdge Advisors
Louisiana
$10.2M
2
TWM
2
Tradition Wealth Management
Minnesota
$6.11M
3
FMP
3
Financial Management Professionals
Texas
$652K
4
GA
4
Gateway Advisory
New Jersey
$20.9M
5
Stifel Financial
5
Stifel Financial
Missouri
$7.84M

Top Sellers

1
WA
1
Win Advisors
Florida
$0
2
PAG
2
Private Advisory Group
Washington
$931K
3
GAA
3
Global Assets Advisory
Florida
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$74.4M
5
UBS Group
5
UBS Group
Switzerland
$21.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
BA
51
Bridgewater Advisors
New York
$1.4M – – –
CA
52
Calton & Associates
Florida
$1.4M +$391 +4 +0%
MFG
53
Merit Financial Group
Georgia
$1.29M -$38.9K -398 -3%
Jane Street
54
Jane Street
New York
$1.22M +$328K +3,351 +37%
NS
55
NBC Securities
Alabama
$1.17M -$32K -327 -3%
SFS
56
Sowell Financial Services
Arkansas
$1.12M -$25.9K -265 -2%
BFEC
57
Benjamin F. Edwards & Company
Missouri
$1.05M +$60.6K +619 +6%
LCM
58
Lunt Capital Management
Utah
$986K -$974K -9,953 -50%
Baird Financial Group
59
Baird Financial Group
Wisconsin
$969K -$76K -777 -7%
KAS
60
Kestra Advisory Services
Texas
$967K +$81.3K +831 +9%
PAG
61
Private Advisory Group
Washington
$931K -$4.31M -44,017 -82%
SI
62
Stephens Inc
Arkansas
$924K -$69.2K -707 -7%
PAG
63
Private Advisor Group
New Jersey
$916K +$183K +1,870 +25%
SC
64
Scotia Capital
Ontario, Canada
$869K -$92.7K -947 -10%
BSW
65
Buckingham Strategic Wealth
Missouri
$849K – – –
CWC
66
Carolinas Wealth Consulting
North Carolina
$742K +$225K +2,299 +44%
SHFP
67
Second Half Financial Partners
Florida
$741K +$16.3K +167 +2%
FFN
68
Focus Financial Network
Minnesota
$740K -$91.5K -929 -11%
Susquehanna International Group
69
Susquehanna International Group
Pennsylvania
$724K -$216K -2,206 -23%
WP
70
WMS Partners
Maryland
$697K – – –
GWM
71
Geneos Wealth Management
Colorado
$653K – – –
FMP
72
Financial Management Professionals
Texas
$652K +$652K +6,667 New
BF
73
BOK Financial
Oklahoma
$650K – – –
MCCA
74
Mill Creek Capital Advisors
Pennsylvania
$645K – – –
Fidelity Investments
75
Fidelity Investments
Massachusetts
$615K -$12.1K -124 -2%
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3
4 5