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Invesco Dorsey Wright Momentum ETF
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Overview Fund Activity

173 hedge funds and large institutions have $528M invested in Invesco Dorsey Wright Momentum ETF in 2023 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 36 increasing their positions, 67 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
173
Holders Change
-8
Holders Change %
-4.42%
% of All Funds
2.77%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
13
Increased
36
Reduced
67
Closed
17
Calls
$517K
Puts
$228K
Net Calls
+$289K
Net Calls Change
+$289K

Top Buyers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$8.9M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$1.66M
3
KWM
3
Kingsview Wealth Management
Oregon
$1.29M
4
CWP
4
Cyndeo Wealth Partners
Florida
$9.42M
5
Rockefeller Capital Management
5
Rockefeller Capital Management
New York
$9.04M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$49.5M
2
DIM
2
Delta Investment Management
California
$0
3
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$19.2M
4
BFEC
4
Benjamin F. Edwards & Company
Missouri
$5.26M
5
UBS Group
5
UBS Group
Switzerland
$19.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
EH
101
Equitable Holdings
New York
$301K +$3.34K +44 +1%
SAM
102
Strategy Asset Managers
California
$297K – – –
CRWM
103
Castle Rock Wealth Management
California
$297K – – –
JSW
104
Journey Strategic Wealth
New Jersey
$297K – – –
Mariner
105
Mariner
Kansas
$284K +$25.3K +333 +10%
BAAM
106
Baker Avenue Asset Management
California
$280K – – –
JPMPWA
107
J.P. Morgan Private Wealth Advisors
California
$278K – – –
Jane Street
108
Jane Street
New York
$277K -$781K -10,285 -74%
IA
109
IFP Advisors
Florida
$274K -$78K -1,390 -22%
FCCM
110
First City Capital Management
Georgia
$270K – – –
PNC Financial Services Group
111
PNC Financial Services Group
Pennsylvania
$264K – – –
EC
112
Estate Counselors
Wisconsin
$262K – – –
IA
113
Insight Advisors
Pennsylvania
$259K -$78.1K -1,028 -23%
Northwestern Mutual Wealth Management
114
Northwestern Mutual Wealth Management
Wisconsin
$254K -$246K -3,232 -49%
CWA
115
Capital Wealth Alliance
Arizona
$250K -$666K -8,821 -73%
EW
116
Element Wealth
Mississippi
$238K – – –
OPA
117
Old Port Advisors
Maine
$238K – – –
WS
118
Wedbush Securities
California
$228K – – –
Northern Trust
119
Northern Trust
Illinois
$228K – – –
AWA
120
Arkadios Wealth Advisors
Georgia
$224K +$304 +4 +0.1%
WF
121
Welch & Forbes
Massachusetts
$222K – – –
TNA
122
True North Advisors
Texas
$218K – – –
BCM
123
Brookstone Capital Management
Illinois
$218K +$218K +2,854 New
DIP
124
Davis Investment Partners
North Carolina
$210K – – –
NL
125
NWAM LLC
Washington
$209K -$125K -1,651 -38%
3 4
5
6 7