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Invesco Dorsey Wright Momentum ETF
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Overview Fund Activity

173 hedge funds and large institutions have $528M invested in Invesco Dorsey Wright Momentum ETF in 2023 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 36 increasing their positions, 67 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
173
Holders Change
-8
Holders Change %
-4.42%
% of All Funds
2.77%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
13
Increased
36
Reduced
67
Closed
17
Calls
$517K
Puts
$228K
Net Calls
+$289K
Net Calls Change
+$289K

Top Buyers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$8.9M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$1.66M
3
KWM
3
Kingsview Wealth Management
Oregon
$1.29M
4
CWP
4
Cyndeo Wealth Partners
Florida
$9.42M
5
Rockefeller Capital Management
5
Rockefeller Capital Management
New York
$9.04M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$49.5M
2
DIM
2
Delta Investment Management
California
$0
3
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$19.2M
4
BFEC
4
Benjamin F. Edwards & Company
Missouri
$5.26M
5
UBS Group
5
UBS Group
Switzerland
$19.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWP
76
Stratos Wealth Partners
Ohio
$487K +$99.1K +1,305 +26%
EBA
77
Eagle Bay Advisors
New York
$460K – – –
WA
78
Waverly Advisors
Alabama
$447K – – –
CPC
79
Consolidated Planning Corp
Georgia
$440K +$6.53K +86 +2%
WCM
80
WealthBridge Capital Management
Ohio
$427K – – –
AWS
81
Atria Wealth Solutions
New York
$423K -$5.24K -69 -1%
TA
82
TKG Advisors
Indiana
$423K -$17.5K -231 -4%
Fidelity Investments
83
Fidelity Investments
Massachusetts
$417K -$3.19K -42 -0.8%
EWM
84
EPG Wealth Management
Georgia
$413K +$684 +9 +0.2%
SFI
85
SPC Financial Inc
Maryland
$394K – – –
PFG
86
Prosperity Financial Group
California
$391K -$912 -12 -0.2%
CIBC World Market
87
CIBC World Market
Ontario, Canada
$387K – – –
PTC
88
Private Trust Company
Ohio
$384K -$836 -11 -0.2%
Creative Planning
89
Creative Planning
Kansas
$375K +$15.2K +200 +4%
GAA
90
Global Assets Advisory
Florida
$360K – – –
CG
91
Colony Group
Massachusetts
$360K +$360K +4,739 New
SHFP
92
Second Half Financial Partners
Florida
$334K – – –
PWP
93
Principle Wealth Partners
Connecticut
$334K – – –
Koshinski Asset Management
94
Koshinski Asset Management
Illinois
$330K – – –
BAM
95
Belpointe Asset Management
Nevada
$329K -$288K -3,785 -47%
CAPTRUST Financial Advisors
96
CAPTRUST Financial Advisors
North Carolina
$319K +$912 +12 +0.3%
SL
97
Salomon & Ludwin
Virginia
$314K – – –
TWM
98
Trinity Wealth Management
Pennsylvania
$313K – – –
AWM
99
Apollon Wealth Management
South Carolina
$312K +$312K +4,107 New
FTUS
100
Flow Traders U.S.
New York
$302K +$302K +3,973 New
2 3
4
5 6