We are live on ! Find out more
PDP icon

Invesco Dorsey Wright Momentum ETF

182 hedge funds and large institutions have $567M invested in Invesco Dorsey Wright Momentum ETF in 2022 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 36 increasing their positions, 72 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 12

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

8% more funds holding

Funds holding: 169182 (+13)

1.09% more ownership

Funds ownership: 53.64%54.73% (+1.1%)

1% more capital invested

Capital invested by funds: $559M → $567M (+$7.74M)

50% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 72

Holders
182
Holders Change
+13
Holders Change %
+7.69%
% of All Funds
2.93%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
27
Increased
36
Reduced
72
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TRCT
76
Tower Research Capital (TRC)
New York
$566K -$695K -9,541 -55%
FFN
77
Focus Financial Network
Minnesota
$563K -$9.04K -124 -2%
KAS
78
Kestra Advisory Services
Texas
$504K -$164K -2,247 -24%
SOS
79
Silver Oak Securities
Tennessee
$501K +$514K +7,051 New
FIM
80
Freedom Investment Management
Connecticut
$486K +$499K +6,844 New
Northwestern Mutual Wealth Management
81
Northwestern Mutual Wealth Management
Wisconsin
$467K +$195K +2,680 +69%
EBA
82
Eagle Bay Advisors
New York
$431K -$10.6K -145 -2%
WA
83
Waverly Advisors
Alabama
$418K
TA
84
TKG Advisors
Indiana
$412K +$69K +946 +20%
CPC
85
Consolidated Planning Corp
Georgia
$406K
AWS
86
Atria Wealth Solutions
New York
$401K +$219 +3 +0.1%
WCM
87
WealthBridge Capital Management
Ohio
$399K -$2.99K -41 -0.7%
Fidelity Investments
88
Fidelity Investments
Massachusetts
$393K -$18.3K -251 -4%
EWM
89
EPG Wealth Management
Georgia
$385K +$1.31K +18 +0.3%
MCA
90
Millennium Capital Advisors
Arkansas
$378K -$22K -302 -5%
SFI
91
SPC Financial Inc
Maryland
$368K -$7.29K -100 -2%
PFG
92
Prosperity Financial Group
California
$367K +$376K +5,163 New
SWP
93
Stratos Wealth Partners
Ohio
$362K +$68.4K +939 +23%
CIBC World Market
94
CIBC World Market
Ontario, Canada
$362K
PTC
95
Private Trust Company
Ohio
$360K +$35.6K +488 +11%
UCFA
96
United Capital Financial Advisors
Texas
$352K -$25.6K -351 -7%
IA
97
IFP Advisors
Florida
$351K -$61.8K -848 -12%
OIA
98
OneDigital Investment Advisors
Kansas
$339K -$28.2K -387 -8%
Creative Planning
99
Creative Planning
Kansas
$337K -$205K -2,816 -37%
GAA
100
Global Assets Advisory
Florida
$334K -$29.2K -400 -8%