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Invesco Dorsey Wright Momentum ETF
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Overview Fund Activity

170 hedge funds and large institutions have $608M invested in Invesco Dorsey Wright Momentum ETF in 2023 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 41 increasing their positions, 51 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
170
Holders Change
–
Holders Change %
0%
% of All Funds
2.71%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
12
Increased
41
Reduced
51
Closed
12
Calls
$485K
Puts
$231K
Net Calls
+$254K
Net Calls Change
-$678K

Top Buyers

1
NC
1
NewSquare Capital
Pennsylvania
$30.2M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$25M
3
Bank of America
3
Bank of America
North Carolina
$34M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$13.9M
5
Wells Fargo
5
Wells Fargo
California
$50.9M

Top Sellers

1
CA
1
Calton & Associates
Florida
$0
2
PFS
2
Prospera Financial Services
Texas
$26M
3
Rockefeller Capital Management
3
Rockefeller Capital Management
New York
$8.35M
4
UBS Group
4
UBS Group
Switzerland
$17.2M
5
RJA
5
Raymond James & Associates
Florida
$45.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
BF
76
BOK Financial
Oklahoma
$489K – – –
WA
77
Waverly Advisors
Alabama
$453K – – –
EBA
78
Eagle Bay Advisors
New York
$444K -$5.77K -75 -1%
SFI
79
SPC Financial Inc
Maryland
$439K +$40.4K +525 +10%
WCM
80
WealthBridge Capital Management
Ohio
$433K – – –
Fidelity Investments
81
Fidelity Investments
Massachusetts
$423K +$10.9K +142 +3%
EWM
82
EPG Wealth Management
Georgia
$419K +$154 +2 +0%
TRCT
83
Tower Research Capital (TRC)
New York
$407K +$307K +3,990 +309%
PFG
84
Prosperity Financial Group
California
$397K – – –
AWS
85
Atria Wealth Solutions
New York
$395K -$72.4K -940 -15%
TA
86
TKG Advisors
Indiana
$388K -$7.47K -97 -2%
NL
87
NWAM LLC
Washington
$380K -$14.2K -185 -4%
CIBC World Market
88
CIBC World Market
Ontario, Canada
$377K – – –
CG
89
Colony Group
Massachusetts
$365K – – –
IA
90
IFP Advisors
Florida
$357K – – –
PTC
91
Private Trust Company
Ohio
$352K – – –
CPC
92
Consolidated Planning Corp
Georgia
$340K – – –
PWP
93
Principle Wealth Partners
Connecticut
$338K – – –
SWP
94
Stratos Wealth Partners
Ohio
$332K -$63.7K -827 -16%
SL
95
Salomon & Ludwin
Virginia
$327K +$8.39K +109 +3%
KWM
96
Kingsview Wealth Management
Oregon
$322K -$2.77K -36 -0.9%
SHFP
97
Second Half Financial Partners
Florida
$314K -$25K -325 -7%
CRWM
98
Castle Rock Wealth Management
California
$306K – – –
TWM
99
Trinity Wealth Management
Pennsylvania
$304K -$12.8K -166 -4%
SAM
100
Strategy Asset Managers
California
$301K – – –
2 3
4
5 6