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Invesco Dorsey Wright Momentum ETF
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Overview Fund Activity

192 hedge funds and large institutions have $726M invested in Invesco Dorsey Wright Momentum ETF in 2024 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 45 increasing their positions, 55 reducing their positions, and 9 closing their positions.

Holders
192
Holders Change
+14
Holders Change %
+7.87%
% of All Funds
2.78%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
25
Increased
45
Reduced
55
Closed
9
Calls
$365K
Puts
–
Net Calls
+$365K
Net Calls Change
-$80K

Top Buyers

1
NC
1
NewSquare Capital
Pennsylvania
$34.5M
2
WA
2
Win Advisors
Florida
$6.17M
3
Bank of America
3
Bank of America
North Carolina
$47.6M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$34.5M
5
GAA
5
Global Assets Advisory
Florida
$3.2M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$77.6M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$9.62M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$9.19M
4
LPL Financial
4
LPL Financial
California
$23M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$12M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
101
Strategy Asset Managers
California
$400K +$13.3K +135 +3%
TWM
102
Trinity Wealth Management
Pennsylvania
$386K – – –
JSW
103
Journey Strategic Wealth
New Jersey
$386K – – –
EH
104
Equitable Holdings
New York
$372K – – –
AWM
105
AE Wealth Management
Kansas
$366K -$1.29M -13,022 -78%
Mariner
106
Mariner
Kansas
$358K – – –
FCCM
107
First City Capital Management
Georgia
$354K – – –
CRWM
108
Castle Rock Wealth Management
California
$353K – – –
GRA
109
Golden Road Advisors
Florida
$350K +$99 +1 +0%
HighTower Advisors
110
HighTower Advisors
Illinois
$343K – – –
SC
111
Sapient Capital
Indiana
$341K – – –
EC
112
Estate Counselors
Wisconsin
$341K – – –
PSF
113
Pacific Sun Financial
California
$323K – – –
KFGK
114
Keystone Financial Group (Kentucky)
Kentucky
$318K – – –
PNC Financial Services Group
115
PNC Financial Services Group
Pennsylvania
$316K – – –
Northwestern Mutual Wealth Management
116
Northwestern Mutual Wealth Management
Wisconsin
$304K -$14.8K -150 -5%
FAIM
117
Financial Advocates Investment Management
Washington
$296K – – –
WS
118
Wedbush Securities
California
$296K – – –
BCM
119
Brookstone Capital Management
Illinois
$296K +$9.78K +99 +3%
TRCT
120
Tower Research Capital (TRC)
New York
$290K +$231K +2,338 +390%
VPIM
121
Vanguard Personalized Indexing Management
California
$290K +$290K +2,933 New
MFA
122
Morling Financial Advisors
California
$290K +$290K +2,933 New
KWM
123
Kingsview Wealth Management
Oregon
$287K -$91.4K -925 -24%
TNA
124
True North Advisors
Texas
$284K – – –
EFG
125
Ethos Financial Group
Pennsylvania
$280K +$280K +2,833 New
3 4
5
6 7