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Invesco Dorsey Wright Momentum ETF
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Overview Fund Activity

168 hedge funds and large institutions have $559M invested in Invesco Dorsey Wright Momentum ETF in 2022 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 36 increasing their positions, 67 reducing their positions, and 11 closing their positions.

Holders
168
Holders Change
-4
Holders Change %
-2.33%
% of All Funds
2.91%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
8
Increased
36
Reduced
67
Closed
11
Calls
$304K
Puts
$203K
Net Calls
+$101K
Net Calls Change
-$716K

Top Buyers

1
NC
1
NewSquare Capital
Pennsylvania
$23.2M
2
PFS
2
Prospera Financial Services
Texas
$27.1M
3
MWM
3
MinichMacGregor Wealth Management
New York
$4.49M
4
Bank of America
4
Bank of America
North Carolina
$26.6M
5
TRCT
5
Tower Research Capital (TRC)
New York
$1.18M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$9.26M
2
Wells Fargo
2
Wells Fargo
California
$53.6M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$38M
4
Morgan Stanley
4
Morgan Stanley
New York
$65.8M
5
SC
5
Savant Capital
Illinois
$13.8M
Name Market Value Shares Shares
Change 		Shares
Change %
CPC
76
Consolidated Planning Corp
Georgia
$386K 5,709 -2,716 -32%
WCM
77
WealthBridge Capital Management
Ohio
$386K 5,663 – –
GAA
78
Global Assets Advisory
Florida
$381K 5,100 +5,100 New
AWS
79
Atria Wealth Solutions
New York
$381K 5,637 +71 +1%
EWM
80
EPG Wealth Management
Georgia
$365K 5,407 -8 -0.1%
AWA
81
Arkadios Wealth Advisors
Georgia
$364K 5,383 -196 -4%
UCFA
82
United Capital Financial Advisors
Texas
$359K 5,308 -1,308 -20%
SFI
83
SPC Financial Inc
Maryland
$357K 5,280 – –
FTUS
84
Flow Traders U.S.
New York
$355K 5,260 -6,357 -55%
OIA
85
OneDigital Investment Advisors
Kansas
$349K 5,157 -56 -1%
Jane Street
86
Jane Street
New York
$348K 5,149 -103 -2%
CIBC World Market
87
CIBC World Market
Ontario, Canada
$344K 5,096 – –
TA
88
TKG Advisors
Indiana
$328K 4,847 -329 -6%
Northern Trust
89
Northern Trust
Illinois
$311K 4,603 – –
PTC
90
Private Trust Company
Ohio
$309K 4,578 – –
SHFP
91
Second Half Financial Partners
Florida
$308K 4,553 -768 -14%
HighTower Advisors
92
HighTower Advisors
Illinois
$302K 4,470 -29 -0.6%
Koshinski Asset Management
93
Koshinski Asset Management
Illinois
$294K 4,348 – –
SPC
94
Sigma Planning Corp
Michigan
$293K 4,333 -200 -4%
KWM
95
Kingsview Wealth Management
Oregon
$292K 4,319 – –
SL
96
Salomon & Ludwin
Virginia
$286K 4,225 – –
SWM
97
Selective Wealth Management
Virginia
$284K 4,198 -500 -11%
PSF
98
Pacific Sun Financial
California
$284K 4,202 – –
SWP
99
Stratos Wealth Partners
Ohio
$281K 4,160 -2,282 -35%
TWM
100
Trinity Wealth Management
Pennsylvania
$281K 4,163 -123 -3%
2 3
4
5 6