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Invesco Dorsey Wright Momentum ETF
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Overview Fund Activity

170 hedge funds and large institutions have $608M invested in Invesco Dorsey Wright Momentum ETF in 2023 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 41 increasing their positions, 51 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
170
Holders Change
–
Holders Change %
0%
% of All Funds
2.71%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
12
Increased
41
Reduced
51
Closed
12
Calls
$485K
Puts
$231K
Net Calls
+$254K
Net Calls Change
-$678K

Top Buyers

1
NC
1
NewSquare Capital
Pennsylvania
$30.2M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$25M
3
Bank of America
3
Bank of America
North Carolina
$34M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$13.9M
5
Wells Fargo
5
Wells Fargo
California
$50.9M

Top Sellers

1
CA
1
Calton & Associates
Florida
$0
2
PFS
2
Prospera Financial Services
Texas
$26M
3
Rockefeller Capital Management
3
Rockefeller Capital Management
New York
$8.35M
4
UBS Group
4
UBS Group
Switzerland
$17.2M
5
RJA
5
Raymond James & Associates
Florida
$45.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
JSW
101
Journey Strategic Wealth
New Jersey
$301K – – –
PSF
102
Pacific Sun Financial
California
$298K -$5.39K -70 -2%
EH
103
Equitable Holdings
New York
$290K -$7.7K -100 -3%
JPMPWA
104
J.P. Morgan Private Wealth Advisors
California
$289K +$7.7K +100 +3%
PNC Financial Services Group
105
PNC Financial Services Group
Pennsylvania
$287K +$30K +390 +12%
BAAM
106
Baker Avenue Asset Management
California
$284K – – –
WEG
107
World Equity Group
Illinois
$280K -$15.4K -200 -5%
Mariner
108
Mariner
Kansas
$279K – – –
FCCM
109
First City Capital Management
Georgia
$276K -$3.85K -50 -1%
Northwestern Mutual Wealth Management
110
Northwestern Mutual Wealth Management
Wisconsin
$248K -$6.93K -90 -3%
KFGK
111
Keystone Financial Group (Kentucky)
Kentucky
$248K -$16.2K -211 -6%
GAA
112
Global Assets Advisory
Florida
$246K -$115K -1,500 -32%
EW
113
Element Wealth
Mississippi
$241K – – –
WS
114
Wedbush Securities
California
$231K – – –
OPA
115
Old Port Advisors
Maine
$228K +$228K +2,966 New
WF
116
Welch & Forbes
Massachusetts
$225K – – –
Koshinski Asset Management
117
Koshinski Asset Management
Illinois
$223K – – –
TNA
118
True North Advisors
Texas
$221K – – –
Northern Trust
119
Northern Trust
Illinois
$215K -$15.4K -200 -7%
DIP
120
Davis Investment Partners
North Carolina
$213K – – –
SWM
121
Selective Wealth Management
Virginia
$212K – – –
Corient Private Wealth
122
Corient Private Wealth
Florida
$210K – – –
National Bank of Canada
123
National Bank of Canada
Quebec, Canada
$209K – – –
BCM
124
Brookstone Capital Management
Illinois
$206K -$10.1K -133 -5%
RIA
125
Realta Investment Advisors
Delaware
$179K – – –
3 4
5
6 7