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Invesco Dorsey Wright Momentum ETF
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Overview Fund Activity

192 hedge funds and large institutions have $726M invested in Invesco Dorsey Wright Momentum ETF in 2024 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 45 increasing their positions, 55 reducing their positions, and 9 closing their positions.

Holders
192
Holders Change
+14
Holders Change %
+7.87%
% of All Funds
2.78%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
25
Increased
45
Reduced
55
Closed
9
Calls
$365K
Puts
–
Net Calls
+$365K
Net Calls Change
-$80K

Top Buyers

1
NC
1
NewSquare Capital
Pennsylvania
$34.5M
2
WA
2
Win Advisors
Florida
$6.17M
3
Bank of America
3
Bank of America
North Carolina
$47.6M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$34.5M
5
GAA
5
Global Assets Advisory
Florida
$3.2M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$77.6M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$9.62M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$9.19M
4
LPL Financial
4
LPL Financial
California
$23M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$12M
Name Holding Trade Value Shares
Change 		Shares
Change %
BF
76
BOK Financial
Oklahoma
$652K – – –
MCCA
77
Mill Creek Capital Advisors
Pennsylvania
$651K +$651K +6,592 New
Fidelity Investments
78
Fidelity Investments
Massachusetts
$633K +$27.7K +280 +5%
Comerica Bank
79
Comerica Bank
Texas
$581K -$504K -5,102 -46%
EBA
80
Eagle Bay Advisors
New York
$569K – – –
WCM
81
WealthBridge Capital Management
Ohio
$555K – – –
Creative Planning
82
Creative Planning
Kansas
$546K -$121K -1,227 -18%
EWM
83
EPG Wealth Management
Georgia
$538K +$198 +2 +0%
CWC
84
Carolinas Wealth Consulting
North Carolina
$522K +$522K +5,284 New
PFG
85
Prosperity Financial Group
California
$510K +$99 +1 +0%
SWP
86
Stratos Wealth Partners
Ohio
$508K +$395 +4 +0.1%
AWS
87
Atria Wealth Solutions
New York
$507K – – –
BAAM
88
Baker Avenue Asset Management
California
$497K +$62.8K +636 +14%
Citadel Advisors
89
Citadel Advisors
Florida
$492K -$250K -2,528 -34%
CWP
90
Cyndeo Wealth Partners
Florida
$486K -$526K -5,325 -52%
CIBC World Market
91
CIBC World Market
Ontario, Canada
$484K – – –
SFI
92
SPC Financial Inc
Maryland
$470K +$53.8K +545 +13%
Focus Partners Wealth
93
Focus Partners Wealth
Massachusetts
$468K – – –
IA
94
IFP Advisors
Florida
$458K -$263K -2,667 -37%
PTC
95
Private Trust Company
Ohio
$452K – – –
CPC
96
Consolidated Planning Corp
Georgia
$436K – – –
PWP
97
Principle Wealth Partners
Connecticut
$434K – – –
TA
98
TKG Advisors
Indiana
$434K -$59.5K -602 -12%
SWM
99
Spire Wealth Management
Virginia
$421K +$19.8K +200 +5%
NL
100
NWAM LLC
Washington
$414K -$51.8K -535 -11%
2 3
4
5 6