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Invesco Dorsey Wright Momentum ETF
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Overview Fund Activity

206 hedge funds and large institutions have $969M invested in Invesco Dorsey Wright Momentum ETF in 2024 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 43 increasing their positions, 60 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
206
Holders Change
+20
Holders Change %
+10.75%
% of All Funds
2.74%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
34
Increased
43
Reduced
60
Closed
6
Calls
$721K
Puts
$1.18M
Net Calls
-$463K
Net Calls Change
-$711K

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$33.1M
2
WA
2
Win Advisors
Florida
$3.88M
3
FMP
3
Financial Management Professionals
Texas
$2.43M
4
GRP
4
Global Retirement Partners
California
$1.93M
5
HIS
5
Harvest Investment Services
Illinois
$1.05M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$25M
2
LWM
2
LJI Wealth Management
Indiana
$7.23M
3
PFS
3
Prospera Financial Services
Texas
$19.1M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$42.2M
5
Ameriprise
5
Ameriprise
Minnesota
$15.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPIA
51
Steward Partners Investment Advisory
New York
$1.68M -$162K -1,504 -9%
CA
52
Calton & Associates
Florida
$1.53M +$778K +7,228 +103%
Focus Partners Wealth
53
Focus Partners Wealth
Massachusetts
$1.46M -$323 -3 -0%
MFG
54
Merit Financial Group
Georgia
$1.31M +$372K +3,453 +40%
KAS
55
Kestra Advisory Services
Texas
$1.29M +$270K +2,509 +26%
BA
56
Bridgewater Advisors
New York
$1.26M – – –
SFS
57
Sowell Financial Services
Arkansas
$1.24M +$11.8K +110 +1%
Baird Financial Group
58
Baird Financial Group
Wisconsin
$1.15M -$15.9K -148 -1%
Susquehanna International Group
59
Susquehanna International Group
Pennsylvania
$1.1M +$765K +7,106 +226%
AWA
60
Arkadios Wealth Advisors
Georgia
$1.1M +$968 +9 +0.1%
BEI
61
Benjamin Edwards Inc
Missouri
$1.08M -$72.8K -676 -6%
HIS
62
Harvest Investment Services
Illinois
$1.05M +$1.05M +9,771 New
PAG
63
Private Advisory Group
Washington
$991K -$47.8K -444 -5%
Citadel Advisors
64
Citadel Advisors
Florida
$967K -$314K -2,916 -25%
SC
65
Scotia Capital
Ontario, Canada
$939K -$2.37K -22 -0.3%
SI
66
Stephens Inc
Arkansas
$934K -$67.4K -626 -7%
PAG
67
Private Advisor Group
New Jersey
$922K -$67.9K -631 -7%
IWA
68
IBEX Wealth Advisors
New Jersey
$892K +$892K +8,288 New
CWC
69
Carolinas Wealth Consulting
North Carolina
$867K – – –
IA
70
Integrity Alliance
Iowa
$838K +$838K +7,785 New
Fidelity Investments
71
Fidelity Investments
Massachusetts
$821K +$72.3K +672 +10%
SHFP
72
Second Half Financial Partners
Florida
$816K +$323 +3 +0%
FFN
73
Focus Financial Network
Minnesota
$792K -$16K -149 -2%
WP
74
WMS Partners
Maryland
$767K – – –
MCCA
75
Mill Creek Capital Advisors
Pennsylvania
$707K – – –
1 2
3
4 5