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Invesco Dorsey Wright Momentum ETF
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Overview Fund Activity

186 hedge funds and large institutions have $721M invested in Invesco Dorsey Wright Momentum ETF in 2024 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 25 increasing their positions, 65 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
186
Holders Change
+8
Holders Change %
+4.49%
% of All Funds
2.69%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
23
Increased
25
Reduced
65
Closed
11
Calls
$1.38M
Puts
$1.14M
Net Calls
+$248K
Net Calls Change
-$26K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$26.8M
2
UBS Group
2
UBS Group
Switzerland
$27.1M
3
BEI
3
Benjamin Edwards Inc
Missouri
$1.1M
4
Ameriprise
4
Ameriprise
Minnesota
$17.1M
5
Focus Partners Wealth
5
Focus Partners Wealth
Massachusetts
$1.4M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$73.6M
2
PFS
2
Prospera Financial Services
Texas
$20.8M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$7.3M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$42.8M
5
LCM
5
Lunt Capital Management
Utah
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
EBA
76
Eagle Bay Advisors
New York
$595K – – –
WCM
77
WealthBridge Capital Management
Ohio
$580K – – –
OMC
78
Old Mission Capital
Illinois
$571K +$571K +5,528 New
EWM
79
EPG Wealth Management
Georgia
$562K +$562K +5,446 New
IA
80
IFP Advisors
Florida
$557K +$78.6K +761 +16%
Northern Trust
81
Northern Trust
Illinois
$550K +$261K +2,532 +90%
Comerica Bank
82
Comerica Bank
Texas
$550K – – –
PFG
83
Prosperity Financial Group
California
$533K – – –
AWS
84
Atria Wealth Solutions
New York
$530K – – –
SWP
85
Stratos Wealth Partners
Ohio
$513K -$99.9K -967 -16%
CWP
86
Cyndeo Wealth Partners
Florida
$508K – – –
CPC
87
Consolidated Planning Corp
Georgia
$497K -$20.7K -200 -4%
CIBC World Market
88
CIBC World Market
Ontario, Canada
$475K -$15.5K -150 -3%
PTC
89
Private Trust Company
Ohio
$473K – – –
PWP
90
Principle Wealth Partners
Connecticut
$454K – – –
SFI
91
SPC Financial Inc
Maryland
$452K -$39.2K -380 -8%
BAAM
92
Baker Avenue Asset Management
California
$442K -$8.36K -81 -2%
TA
93
TKG Advisors
Indiana
$431K -$14.8K -143 -3%
NL
94
NWAM LLC
Washington
$415K +$415K +4,021 New
HighTower Advisors
95
HighTower Advisors
Illinois
$410K +$13.7K +133 +3%
JSW
96
Journey Strategic Wealth
New Jersey
$403K – – –
SAM
97
Strategy Asset Managers
California
$398K -$6.2K -60 -2%
CRWM
98
Castle Rock Wealth Management
California
$397K – – –
SWM
99
Spire Wealth Management
Virginia
$395K -$45.4K -440 -10%
P
100
&Partners
Tennessee
$387K +$387K +3,746 New
2 3
4
5 6