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Invesco Dorsey Wright Momentum ETF
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Overview Fund Activity

178 hedge funds and large institutions have $702M invested in Invesco Dorsey Wright Momentum ETF in 2023 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 43 increasing their positions, 57 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
178
Holders Change
+8
Holders Change %
+4.71%
% of All Funds
2.61%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
22
Increased
43
Reduced
57
Closed
11
Calls
$445K
Puts
–
Net Calls
+$445K
Net Calls Change
+$191K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$145M
2
LPL Financial
2
LPL Financial
California
$21.4M
3
GA
3
Gateway Advisory
New Jersey
$17.6M
4
UBS Group
4
UBS Group
Switzerland
$20.6M
5
CA
5
Calton & Associates
Florida
$1.22M

Top Sellers

1
CWP
1
Cyndeo Wealth Partners
Florida
$876K
2
NC
2
NewSquare Capital
Pennsylvania
$23.1M
3
PFS
3
Prospera Financial Services
Texas
$21.3M
4
Wells Fargo
4
Wells Fargo
California
$50M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$10.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Creative Planning
76
Creative Planning
Kansas
$577K +$15.6K +182 +3%
BF
77
BOK Financial
Oklahoma
$568K – – –
Fidelity Investments
78
Fidelity Investments
Massachusetts
$524K +$53.5K +626 +11%
WA
79
Waverly Advisors
Alabama
$518K +$15K +176 +3%
EBA
80
Eagle Bay Advisors
New York
$493K – – –
EWM
81
EPG Wealth Management
Georgia
$490K +$90 +1 +0%
WCM
82
WealthBridge Capital Management
Ohio
$481K – – –
PFG
83
Prosperity Financial Group
California
$441K +$513 +6 +0.1%
SWP
84
Stratos Wealth Partners
Ohio
$440K +$70.6K +826 +19%
AWS
85
Atria Wealth Solutions
New York
$439K +$85 +1 +0%
TA
86
TKG Advisors
Indiana
$427K -$3.76K -44 -0.9%
CIBC World Market
87
CIBC World Market
Ontario, Canada
$419K – – –
NL
88
NWAM LLC
Washington
$411K -$10.5K -123 -2%
Focus Partners Wealth
89
Focus Partners Wealth
Massachusetts
$405K +$405K +4,739 New
PTC
90
Private Trust Company
Ohio
$391K – – –
CPC
91
Consolidated Planning Corp
Georgia
$377K – – –
PWP
92
Principle Wealth Partners
Connecticut
$376K – – –
BAAM
93
Baker Avenue Asset Management
California
$375K +$60K +702 +19%
Koshinski Asset Management
94
Koshinski Asset Management
Illinois
$370K +$123K +1,436 +50%
SFI
95
SPC Financial Inc
Maryland
$360K -$128K -1,495 -26%
SWM
96
Spire Wealth Management
Virginia
$351K +$159K +1,841 +83%
SHFP
97
Second Half Financial Partners
Florida
$348K – – –
CFO
98
Callan Family Office
Pennsylvania
$342K +$342K +4,000 New
SAM
99
Strategy Asset Managers
California
$334K – – –
TWM
100
Trinity Wealth Management
Pennsylvania
$334K -$3.93K -46 -1%
2 3
4
5 6