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Invesco Dorsey Wright Momentum ETF

182 hedge funds and large institutions have $567M invested in Invesco Dorsey Wright Momentum ETF in 2022 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 36 increasing their positions, 72 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 12

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

8% more funds holding

Funds holding: 169182 (+13)

1.09% more ownership

Funds ownership: 53.64%54.73% (+1.1%)

1% more capital invested

Capital invested by funds: $559M → $567M (+$7.74M)

50% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 72

Holders
182
Holders Change
+13
Holders Change %
+7.69%
% of All Funds
2.93%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
27
Increased
36
Reduced
72
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SHFP
101
Second Half Financial Partners
Florida
$332K -$11.2K -153 -3%
NL
102
NWAM LLC
Washington
$313K +$83.9K +1,151 +35%
IA
103
Insight Advisors
Pennsylvania
$313K +$323K +4,435 New
PWP
104
Principle Wealth Partners
Connecticut
$312K
Koshinski Asset Management
105
Koshinski Asset Management
Illinois
$309K
CRWM
106
Castle Rock Wealth Management
California
$300K
CAPTRUST Financial Advisors
107
CAPTRUST Financial Advisors
North Carolina
$298K +$305K +4,190 New
KWM
108
Kingsview Wealth Management
Oregon
$297K -$10.1K -139 -3%
SL
109
Salomon & Ludwin
Virginia
$294K -$6.63K -91 -2%
TWM
110
Trinity Wealth Management
Pennsylvania
$293K -$3.21K -44 -1%
PSF
111
Pacific Sun Financial
California
$282K -$17.5K -240 -6%
EH
112
Equitable Holdings
New York
$278K +$49.2K +675 +21%
SAM
113
Strategy Asset Managers
California
$278K
JSW
114
Journey Strategic Wealth
New Jersey
$277K +$73 +1 +0%
KFGK
115
Keystone Financial Group (Kentucky)
Kentucky
$275K -$14.7K -201 -5%
WEG
116
World Equity Group
Illinois
$272K
BAAM
117
Baker Avenue Asset Management
California
$262K -$3.21K -44 -1%
JMPWA
118
JP Morgan Private Wealth Advisors
California
$260K +$266K +3,654 New
FCCM
119
First City Capital Management
Georgia
$255K
PNC Financial Services Group
120
PNC Financial Services Group
Pennsylvania
$247K
EC
121
Estate Counselors
Wisconsin
$245K
V
122
ViaWealth
Kansas
$242K +$244K +3,354 New
Mariner
123
Mariner
Kansas
$242K
Susquehanna International Group
124
Susquehanna International Group
Pennsylvania
$242K -$694K -9,518 -74%
PWM
125
Perigon Wealth Management
California
$226K +$12.8K +175 +6%