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Invesco Dorsey Wright Momentum ETF

178 hedge funds and large institutions have $702M invested in Invesco Dorsey Wright Momentum ETF in 2023 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 43 increasing their positions, 57 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
178
Holders Change
+8
Holders Change %
+4.71%
% of All Funds
2.61%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
22
Increased
43
Reduced
57
Closed
11
Calls
$445K
Puts
Net Calls
+$445K
Net Calls Change
+$191K
Name Holding Trade Value Shares
Change
Shares
Change %
JSW
101
Journey Strategic Wealth
New Jersey
$334K
WEG
102
World Equity Group
Illinois
$328K +$17.1K +200 +6%
KWM
103
Kingsview Wealth Management
Oregon
$327K -$29.9K -350 -8%
SL
104
Salomon & Ludwin
Virginia
$327K
EH
105
Equitable Holdings
New York
$322K +$427 +5 +0.1%
CRWM
106
Castle Rock Wealth Management
California
$315K -$12.3K -150 -4%
Mariner
107
Mariner
Kansas
$310K
FCCM
108
First City Capital Management
Georgia
$306K
GRA
109
Golden Road Advisors
Florida
$303K +$303K +3,540 New
SC
110
Sapient Capital
Indiana
$295K +$295K +3,454 New
HighTower Advisors
111
HighTower Advisors
Illinois
$295K -$511K -5,999 -63%
EC
112
Estate Counselors
Wisconsin
$295K +$295K +3,450 New
Susquehanna International Group
113
Susquehanna International Group
Pennsylvania
$291K -$684K -8,001 -70%
PSF
114
Pacific Sun Financial
California
$280K -$51.3K -600 -15%
Northwestern Mutual Wealth Management
115
Northwestern Mutual Wealth Management
Wisconsin
$276K
KFGK
116
Keystone Financial Group (Kentucky)
Kentucky
$275K
PNC Financial Services Group
117
PNC Financial Services Group
Pennsylvania
$273K -$45.5K -532 -14%
EW
118
Element Wealth
Mississippi
$268K
FAIM
119
Financial Advocates Investment Management
Washington
$256K +$256K +3,000 New
WS
120
Wedbush Securities
California
$256K
KWA
121
Kingswood Wealth Advisors
California
$254K +$254K +20,787 New
OPA
122
Old Port Advisors
Maine
$254K
BCM
123
Brookstone Capital Management
Illinois
$248K +$15K +175 +6%
TNA
124
True North Advisors
Texas
$246K
Northern Trust
125
Northern Trust
Illinois
$239K