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Invesco Dorsey Wright Momentum ETF
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Overview Fund Activity

186 hedge funds and large institutions have $721M invested in Invesco Dorsey Wright Momentum ETF in 2024 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 25 increasing their positions, 65 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
186
Holders Change
+8
Holders Change %
+4.49%
% of All Funds
2.69%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
23
Increased
25
Reduced
65
Closed
11
Calls
$1.38M
Puts
$1.14M
Net Calls
+$248K
Net Calls Change
-$26K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$26.8M
2
UBS Group
2
UBS Group
Switzerland
$27.1M
3
BEI
3
Benjamin Edwards Inc
Missouri
$1.1M
4
Ameriprise
4
Ameriprise
Minnesota
$17.1M
5
Focus Partners Wealth
5
Focus Partners Wealth
Massachusetts
$1.4M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$73.6M
2
PFS
2
Prospera Financial Services
Texas
$20.8M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$7.3M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$42.8M
5
LCM
5
Lunt Capital Management
Utah
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Focus Partners Wealth
51
Focus Partners Wealth
Massachusetts
$1.4M +$915K +8,863 +187%
BA
52
Bridgewater Advisors
New York
$1.23M -$332K -3,128 -21%
Citadel Advisors
53
Citadel Advisors
Florida
$1.23M +$898K +8,697 +272%
SFS
54
Sowell Financial Services
Arkansas
$1.18M – – –
NS
55
NBC Securities
Alabama
$1.17M -$58.9K -570 -5%
Baird Financial Group
56
Baird Financial Group
Wisconsin
$1.12M +$97.8K +947 +10%
BEI
57
Benjamin Edwards Inc
Missouri
$1.1M +$1.1M +10,666 New
AWA
58
Arkadios Wealth Advisors
Georgia
$1.06M +$559K +5,416 +113%
PAG
59
Private Advisory Group
Washington
$996K +$14.7K +142 +1%
KAS
60
Kestra Advisory Services
Texas
$980K -$41K -397 -4%
SI
61
Stephens Inc
Arkansas
$961K -$14.4K -139 -1%
PAG
62
Private Advisor Group
New Jersey
$950K -$17K -165 -2%
SC
63
Scotia Capital
Ontario, Canada
$903K -$14.9K -144 -2%
MFG
64
Merit Financial Group
Georgia
$901K -$459K -4,443 -34%
CWC
65
Carolinas Wealth Consulting
North Carolina
$832K +$48.5K +470 +6%
SHFP
66
Second Half Financial Partners
Florida
$782K +$310 +3 +0%
FFN
67
Focus Financial Network
Minnesota
$776K – – –
WP
68
WMS Partners
Maryland
$736K – – –
SA
69
Sanctuary Advisors
Indiana
$729K -$4.28K -37 -0.6%
CA
70
Calton & Associates
Florida
$726K -$752K -7,285 -51%
Fidelity Investments
71
Fidelity Investments
Massachusetts
$718K +$69.3K +671 +11%
BF
72
BOK Financial
Oklahoma
$685K – – –
GWM
73
Geneos Wealth Management
Colorado
$684K -$4.65K -45 -0.7%
MCCA
74
Mill Creek Capital Advisors
Pennsylvania
$679K -$1.86K -18 -0.3%
Creative Planning
75
Creative Planning
Kansas
$611K +$40.9K +396 +7%
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