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Invesco Dorsey Wright Momentum ETF
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Overview Fund Activity

170 hedge funds and large institutions have $603M invested in Invesco Dorsey Wright Momentum ETF in 2023 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 44 increasing their positions, 57 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
170
Holders Change
-3
Holders Change %
-1.73%
% of All Funds
2.68%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
11
Increased
44
Reduced
57
Closed
13
Calls
$932K
Puts
–
Net Calls
+$932K
Net Calls Change
+$643K

Top Buyers

1
NC
1
NewSquare Capital
Pennsylvania
$23.5M
2
PFS
2
Prospera Financial Services
Texas
$28.5M
3
CWP
3
Cyndeo Wealth Partners
Florida
$15.5M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$14.8M
5
NA
5
NewEdge Advisors
Louisiana
$6.63M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$19.9M
2
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$14.8M
3
BFEC
3
Benjamin F. Edwards & Company
Missouri
$1.07M
4
Morgan Stanley
4
Morgan Stanley
New York
$71.7M
5
MAP
5
Milestone Advisory Partners
North Carolina
$2.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
EBA
76
Eagle Bay Advisors
New York
$473K -$18.2K -225 -4%
WA
77
Win Advisors
Florida
$467K +$467K +7,279 New
WCM
78
WealthBridge Capital Management
Ohio
$456K – – –
Jane Street
79
Jane Street
New York
$447K +$151K +1,868 +51%
EWM
80
EPG Wealth Management
Georgia
$441K +$567 +7 +0.1%
Fidelity Investments
81
Fidelity Investments
Massachusetts
$434K -$10.5K -129 -2%
SFI
82
SPC Financial Inc
Maryland
$420K – – –
PFG
83
Prosperity Financial Group
California
$417K – – –
SWP
84
Stratos Wealth Partners
Ohio
$417K -$102K -1,261 -20%
TA
85
TKG Advisors
Indiana
$416K -$34.8K -430 -8%
NL
86
NWAM LLC
Washington
$415K +$192K +2,367 +86%
CIBC World Market
87
CIBC World Market
Ontario, Canada
$397K -$16.2K -200 -4%
CG
88
Colony Group
Massachusetts
$384K – – –
GAA
89
Global Assets Advisory
Florida
$381K – – –
IA
90
IFP Advisors
Florida
$375K -$20.4K -252 -5%
PTC
91
Private Trust Company
Ohio
$371K -$38.7K -477 -9%
CPC
92
Consolidated Planning Corp
Georgia
$358K -$112K -1,380 -24%
SHFP
93
Second Half Financial Partners
Florida
$356K – – –
PWP
94
Principle Wealth Partners
Connecticut
$356K – – –
KWM
95
Kingsview Wealth Management
Oregon
$342K -$1.04M -12,786 -75%
SL
96
Salomon & Ludwin
Virginia
$335K – – –
TWM
97
Trinity Wealth Management
Pennsylvania
$334K – – –
AWM
98
Apollon Wealth Management
South Carolina
$333K – – –
WI
99
Wintrust Investments
Illinois
$331K -$567K -7,011 -63%
CRWM
100
Castle Rock Wealth Management
California
$319K – – –
2 3
4
5 6