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Invesco Dorsey Wright Momentum ETF
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Overview Fund Activity

168 hedge funds and large institutions have $559M invested in Invesco Dorsey Wright Momentum ETF in 2022 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 36 increasing their positions, 67 reducing their positions, and 11 closing their positions.

Holders
168
Holders Change
-4
Holders Change %
-2.33%
% of All Funds
2.91%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
8
Increased
36
Reduced
67
Closed
11
Calls
$304K
Puts
$203K
Net Calls
+$101K
Net Calls Change
-$716K

Top Buyers

1
NC
1
NewSquare Capital
Pennsylvania
$23.2M
2
PFS
2
Prospera Financial Services
Texas
$27.1M
3
MWM
3
MinichMacGregor Wealth Management
New York
$4.49M
4
Bank of America
4
Bank of America
North Carolina
$26.6M
5
TRCT
5
Tower Research Capital (TRC)
New York
$1.18M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$9.26M
2
Wells Fargo
2
Wells Fargo
California
$53.6M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$38M
4
Morgan Stanley
4
Morgan Stanley
New York
$65.8M
5
SC
5
Savant Capital
Illinois
$13.8M
Name Market Value Shares Shares
Change 		Shares
Change %
KFGK
101
Keystone Financial Group (Kentucky)
Kentucky
$275K 4,067 -3,662 -47%
CRWM
102
Castle Rock Wealth Management
California
$274K 3,980 -300 -7%
LSA
103
Lansing Street Advisors
Pennsylvania
$269K 3,976 +4 +0.1%
JSW
104
Journey Strategic Wealth
New Jersey
$264K 3,904 – –
SAM
105
Strategy Asset Managers
California
$264K 3,912 +3,912 New
Northwestern Mutual Wealth Management
106
Northwestern Mutual Wealth Management
Wisconsin
$263K 3,891 +51 +1%
WEG
107
World Equity Group
Illinois
$259K 3,833 – –
BAAM
108
Baker Avenue Asset Management
California
$252K 3,734 -1,723 -32%
AF
109
Advisornet Financial
Minnesota
$247K 3,650 – –
FCCM
110
First City Capital Management
Georgia
$242K 3,585 -150 -4%
PNC Financial Services Group
111
PNC Financial Services Group
Pennsylvania
$234K 3,471 – –
EC
112
Estate Counselors
Wisconsin
$233K 3,450 – –
OPA
113
Old Port Advisors
Maine
$230K 3,166 -220 -6%
Mariner
114
Mariner
Kansas
$230K 3,403 +3,403 New
Carson Wealth (CWM LLC)
115
Carson Wealth (CWM LLC)
Nebraska
$226K 3,348 -1,006 -23%
NL
116
NWAM LLC
Washington
$220K 3,250 -1,875 -37%
EH
117
Equitable Holdings
New York
$219K 3,240 +2 +0.1%
EW
118
Element Wealth
Mississippi
$212K 3,133 – –
WS
119
Wedbush Securities
California
$203K 3,000 – –
PWM
120
Perigon Wealth Management
California
$203K 3,000 – –
S
121
Surevest
California
$195K 2,892 +3 +0.1%
National Bank of Canada
122
National Bank of Canada
Quebec, Canada
$184K 2,735 -420 -13%
CFB
123
Cullen/Frost Bankers
Texas
$156K 2,304 -473 -17%
SWM
124
Spire Wealth Management
Virginia
$146K 2,168 +1 +0%
RIA
125
Realta Investment Advisors
Delaware
$142K 2,107 -4,050 -66%
3 4
5
6 7