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Invesco Dorsey Wright Momentum ETF
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Overview Fund Activity

178 hedge funds and large institutions have $686M invested in Invesco Dorsey Wright Momentum ETF in 2024 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 25 increasing their positions, 70 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
178
Holders Change
-14
Holders Change %
-7.29%
% of All Funds
2.59%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
8
Increased
25
Reduced
70
Closed
19
Calls
$656K
Puts
$382K
Net Calls
+$274K
Net Calls Change
-$91K

Top Buyers

1
NA
1
NewEdge Advisors
Louisiana
$10.2M
2
TWM
2
Tradition Wealth Management
Minnesota
$6.11M
3
FMP
3
Financial Management Professionals
Texas
$652K
4
GA
4
Gateway Advisory
New Jersey
$20.9M
5
Stifel Financial
5
Stifel Financial
Missouri
$7.84M

Top Sellers

1
WA
1
Win Advisors
Florida
$0
2
PAG
2
Private Advisory Group
Washington
$931K
3
GAA
3
Global Assets Advisory
Florida
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$74.4M
5
UBS Group
5
UBS Group
Switzerland
$21.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
EH
101
Equitable Holdings
New York
$359K -$9.79K -100 -3%
TRCT
102
Tower Research Capital (TRC)
New York
$357K +$69.3K +708 +24%
FCCM
103
First City Capital Management
Georgia
$351K – – –
GRA
104
Golden Road Advisors
Florida
$344K -$5.13K -52 -1%
SC
105
Sapient Capital
Indiana
$338K – – –
Wolverine Trading
106
Wolverine Trading
Illinois
$319K +$319K +3,263 New
SAM
107
Strategy Asset Managers
California
$317K -$10.9K -135 -3%
Citadel Advisors
108
Citadel Advisors
Florida
$313K -$174K -1,774 -36%
PNC Financial Services Group
109
PNC Financial Services Group
Pennsylvania
$313K – – –
PSF
110
Pacific Sun Financial
California
$301K -$19.6K -200 -6%
WS
111
Wedbush Securities
California
$294K – – –
FAIM
112
Financial Advocates Investment Management
Washington
$294K – – –
Northwestern Mutual Wealth Management
113
Northwestern Mutual Wealth Management
Wisconsin
$291K -$10.1K -103 -3%
MFA
114
Morling Financial Advisors
California
$287K – – –
BCM
115
Brookstone Capital Management
Illinois
$284K -$10.4K -106 -4%
TNA
116
True North Advisors
Texas
$281K – – –
SWM
117
Selective Wealth Management
Virginia
$276K – – –
Northern Trust
118
Northern Trust
Illinois
$274K – – –
Corient Private Wealth
119
Corient Private Wealth
Florida
$267K – – –
KWM
120
Kingsview Wealth Management
Oregon
$254K -$29.8K -305 -10%
National Bank of Canada
121
National Bank of Canada
Quebec, Canada
$252K – – –
RIA
122
Realta Investment Advisors
Delaware
$251K -$17.9K -183 -7%
WF
123
Welch & Forbes
Massachusetts
$239K – – –
AF
124
Apollon Financial
South Carolina
$238K – – –
APA
125
Astoria Portfolio Advisors
New York
$236K – – –
3 4
5
6 7