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Invesco Dorsey Wright Momentum ETF
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Overview Fund Activity

178 hedge funds and large institutions have $686M invested in Invesco Dorsey Wright Momentum ETF in 2024 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 25 increasing their positions, 70 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
178
Holders Change
-14
Holders Change %
-7.29%
% of All Funds
2.59%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
8
Increased
25
Reduced
70
Closed
19
Calls
$656K
Puts
$382K
Net Calls
+$274K
Net Calls Change
-$91K

Top Buyers

1
NA
1
NewEdge Advisors
Louisiana
$10.2M
2
TWM
2
Tradition Wealth Management
Minnesota
$6.11M
3
FMP
3
Financial Management Professionals
Texas
$652K
4
GA
4
Gateway Advisory
New Jersey
$20.9M
5
Stifel Financial
5
Stifel Financial
Missouri
$7.84M

Top Sellers

1
WA
1
Win Advisors
Florida
$0
2
PAG
2
Private Advisory Group
Washington
$931K
3
GAA
3
Global Assets Advisory
Florida
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$74.4M
5
UBS Group
5
UBS Group
Switzerland
$21.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
SA
76
Sanctuary Advisors
Indiana
$597K +$597K +6,331 New
SWP
77
Stratos Wealth Partners
Ohio
$581K +$77.4K +791 +15%
EBA
78
Eagle Bay Advisors
New York
$564K – – –
WCM
79
WealthBridge Capital Management
Ohio
$550K -$294 -3 -0.1%
Creative Planning
80
Creative Planning
Kansas
$541K – – –
EWM
81
EPG Wealth Management
Georgia
$533K -$538K -5,446 Closed
Comerica Bank
82
Comerica Bank
Texas
$521K -$54.3K -555 -9%
PFG
83
Prosperity Financial Group
California
$505K – – –
AWS
84
Atria Wealth Solutions
New York
$502K – – –
CPC
85
Consolidated Planning Corp
Georgia
$491K +$58.7K +600 +14%
CWP
86
Cyndeo Wealth Partners
Florida
$482K – – –
AWA
87
Arkadios Wealth Advisors
Georgia
$471K +$223K +2,283 +90%
SFI
88
SPC Financial Inc
Maryland
$465K – – –
CIBC World Market
89
CIBC World Market
Ontario, Canada
$464K -$14.7K -150 -3%
Focus Partners Wealth
90
Focus Partners Wealth
Massachusetts
$464K – – –
IA
91
IFP Advisors
Florida
$453K – – –
PTC
92
Private Trust Company
Ohio
$448K – – –
PWP
93
Principle Wealth Partners
Connecticut
$430K – – –
BAAM
94
Baker Avenue Asset Management
California
$426K -$65.7K -671 -13%
TA
95
TKG Advisors
Indiana
$422K -$7.14K -73 -2%
SWM
96
Spire Wealth Management
Virginia
$417K – – –
JSW
97
Journey Strategic Wealth
New Jersey
$382K – – –
HighTower Advisors
98
HighTower Advisors
Illinois
$376K +$36K +367 +11%
CRWM
99
Castle Rock Wealth Management
California
$373K – – –
TWM
100
Trinity Wealth Management
Pennsylvania
$360K -$22.4K -229 -6%
2 3
4
5 6