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Invesco Dorsey Wright Momentum ETF
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Overview Fund Activity

206 hedge funds and large institutions have $969M invested in Invesco Dorsey Wright Momentum ETF in 2024 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 43 increasing their positions, 60 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
206
Holders Change
+20
Holders Change %
+10.75%
% of All Funds
2.74%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
34
Increased
43
Reduced
60
Closed
6
Calls
$721K
Puts
$1.18M
Net Calls
-$463K
Net Calls Change
-$711K

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$33.1M
2
WA
2
Win Advisors
Florida
$3.88M
3
FMP
3
Financial Management Professionals
Texas
$2.43M
4
GRP
4
Global Retirement Partners
California
$1.93M
5
HIS
5
Harvest Investment Services
Illinois
$1.05M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$25M
2
LWM
2
LJI Wealth Management
Indiana
$7.23M
3
PFS
3
Prospera Financial Services
Texas
$19.1M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$42.2M
5
Ameriprise
5
Ameriprise
Minnesota
$15.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWM
76
PMG Wealth Management
Illinois
$690K +$690K +6,414 New
SA
77
Sanctuary Advisors
Indiana
$690K -$25.5K -224 -4%
BF
78
BOK Financial
Oklahoma
$688K -$22.6K -211 -3%
GWM
79
Geneos Wealth Management
Colorado
$681K -$31.5K -293 -4%
Jane Street
80
Jane Street
New York
$632K +$311K +2,886 +97%
Creative Planning
81
Creative Planning
Kansas
$629K -$7.86K -73 -1%
EBA
82
Eagle Bay Advisors
New York
$620K – – –
WCM
83
WealthBridge Capital Management
Ohio
$600K -$4.74K -44 -0.8%
EWM
84
EPG Wealth Management
Georgia
$587K +$646 +6 +0.1%
SWP
85
Stratos Wealth Partners
Ohio
$579K +$43.7K +406 +8%
Comerica Bank
86
Comerica Bank
Texas
$573K – – –
PFG
87
Prosperity Financial Group
California
$556K +$753 +7 +0.1%
AWS
88
Atria Wealth Solutions
New York
$552K – – –
CWP
89
Cyndeo Wealth Partners
Florida
$530K +$108 +1 +0%
CPC
90
Consolidated Planning Corp
Georgia
$518K – – –
KWM
91
Kiker Wealth Management
Georgia
$501K +$501K +4,658 New
IA
92
IFP Advisors
Florida
$498K -$81.9K -761 -14%
CIBC World Market
93
CIBC World Market
Ontario, Canada
$495K – – –
PTC
94
Private Trust Company
Ohio
$493K – – –
CWA
95
Capital Wealth Alliance
Arizona
$478K +$478K +4,436 New
BAAM
96
Baker Avenue Asset Management
California
$473K +$13.2K +123 +3%
PWP
97
Principle Wealth Partners
Connecticut
$473K – – –
TA
98
TKG Advisors
Indiana
$471K -$11.4K -99 -2%
LRWM
99
Lord & Richards Wealth Management
Colorado
$464K +$464K +4,315 New
P
100
&Partners
Tennessee
$447K +$36.2K +330 +9%
2 3
4
5 6