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Invesco Dorsey Wright Momentum ETF
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Overview Fund Activity

186 hedge funds and large institutions have $721M invested in Invesco Dorsey Wright Momentum ETF in 2024 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 25 increasing their positions, 65 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
186
Holders Change
+8
Holders Change %
+4.49%
% of All Funds
2.69%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
23
Increased
25
Reduced
65
Closed
11
Calls
$1.38M
Puts
$1.14M
Net Calls
+$248K
Net Calls Change
-$26K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$26.8M
2
UBS Group
2
UBS Group
Switzerland
$27.1M
3
BEI
3
Benjamin Edwards Inc
Missouri
$1.1M
4
Ameriprise
4
Ameriprise
Minnesota
$17.1M
5
Focus Partners Wealth
5
Focus Partners Wealth
Massachusetts
$1.4M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$73.6M
2
PFS
2
Prospera Financial Services
Texas
$20.8M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$7.3M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$42.8M
5
LCM
5
Lunt Capital Management
Utah
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TWM
101
Trinity Wealth Management
Pennsylvania
$380K – – –
EH
102
Equitable Holdings
New York
$360K -$18.9K -183 -5%
SC
103
Sapient Capital
Indiana
$357K – – –
EC
104
Estate Counselors
Wisconsin
$356K +$356K +3,450 New
WIA
105
World Investment Advisors
California
$340K +$340K +3,297 New
GRA
106
Golden Road Advisors
Florida
$334K -$26.2K -254 -7%
PNC Financial Services Group
107
PNC Financial Services Group
Pennsylvania
$330K – – –
GAA
108
Global Assets Advisory
Florida
$329K +$329K +3,200 New
Susquehanna International Group
109
Susquehanna International Group
Pennsylvania
$325K -$439K -4,249 -57%
PSF
110
Pacific Sun Financial
California
$317K – – –
FAIM
111
Financial Advocates Investment Management
Washington
$310K – – –
Jane Street
112
Jane Street
New York
$308K -$982K -9,514 -76%
MFA
113
Morling Financial Advisors
California
$303K – – –
Northwestern Mutual Wealth Management
114
Northwestern Mutual Wealth Management
Wisconsin
$299K -$7.43K -72 -2%
BCM
115
Brookstone Capital Management
Illinois
$298K – – –
TNA
116
True North Advisors
Texas
$297K – – –
SWM
117
Selective Wealth Management
Virginia
$292K – – –
KFGK
118
Keystone Financial Group (Kentucky)
Kentucky
$286K +$286K +2,773 New
Corient Private Wealth
119
Corient Private Wealth
Florida
$282K – – –
RIA
120
Realta Investment Advisors
Delaware
$275K – – –
KWM
121
Kingsview Wealth Management
Oregon
$268K – – –
FCCM
122
First City Capital Management
Georgia
$267K -$103K -1,000 -28%
National Bank of Canada
123
National Bank of Canada
Quebec, Canada
$267K – – –
APA
124
Astoria Portfolio Advisors
New York
$257K – – –
AF
125
Apollon Financial
South Carolina
$251K – – –
3 4
5
6 7