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Invesco Dorsey Wright Momentum ETF
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Overview Fund Activity

170 hedge funds and large institutions have $603M invested in Invesco Dorsey Wright Momentum ETF in 2023 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 44 increasing their positions, 57 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
170
Holders Change
-3
Holders Change %
-1.73%
% of All Funds
2.68%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
11
Increased
44
Reduced
57
Closed
13
Calls
$932K
Puts
–
Net Calls
+$932K
Net Calls Change
+$643K

Top Buyers

1
NC
1
NewSquare Capital
Pennsylvania
$23.5M
2
PFS
2
Prospera Financial Services
Texas
$28.5M
3
CWP
3
Cyndeo Wealth Partners
Florida
$15.5M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$14.8M
5
NA
5
NewEdge Advisors
Louisiana
$6.63M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$19.9M
2
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$14.8M
3
BFEC
3
Benjamin F. Edwards & Company
Missouri
$1.07M
4
Morgan Stanley
4
Morgan Stanley
New York
$71.7M
5
MAP
5
Milestone Advisory Partners
North Carolina
$2.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
101
Strategy Asset Managers
California
$317K – – –
JSW
102
Journey Strategic Wealth
New Jersey
$316K – – –
EH
103
Equitable Holdings
New York
$313K -$7.62K -94 -2%
WEG
104
World Equity Group
Illinois
$311K -$525K -6,475 -63%
PSF
105
Pacific Sun Financial
California
$299K +$299K +3,942 New
BAAM
106
Baker Avenue Asset Management
California
$299K – – –
JPMPWA
107
J.P. Morgan Private Wealth Advisors
California
$296K +$81 +1 +0%
FCCM
108
First City Capital Management
Georgia
$295K +$4.05K +50 +1%
Mariner
109
Mariner
Kansas
$294K -$8.67K -107 -3%
EC
110
Estate Counselors
Wisconsin
$280K – – –
KFGK
111
Keystone Financial Group (Kentucky)
Kentucky
$278K +$278K +3,431 New
PNC Financial Services Group
112
PNC Financial Services Group
Pennsylvania
$270K -$10.8K -133 -4%
Northwestern Mutual Wealth Management
113
Northwestern Mutual Wealth Management
Wisconsin
$268K -$2.11K -26 -0.8%
EW
114
Element Wealth
Mississippi
$254K – – –
WS
115
Wedbush Securities
California
$243K – – –
Northern Trust
116
Northern Trust
Illinois
$243K – – –
WF
117
Welch & Forbes
Massachusetts
$237K – – –
Koshinski Asset Management
118
Koshinski Asset Management
Illinois
$235K -$118K -1,453 -33%
TNA
119
True North Advisors
Texas
$233K – – –
DIP
120
Davis Investment Partners
North Carolina
$229K – – –
BCM
121
Brookstone Capital Management
Illinois
$227K – – –
SWM
122
Selective Wealth Management
Virginia
$226K +$226K +2,798 New
National Bank of Canada
123
National Bank of Canada
Quebec, Canada
$221K – – –
Corient Private Wealth
124
Corient Private Wealth
Florida
$221K +$162 +2 +0.1%
CCM
125
Crabel Capital Management
California
$217K +$217K +2,673 New
3 4
5
6 7