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Invesco Dorsey Wright Momentum ETF
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Overview Fund Activity

206 hedge funds and large institutions have $969M invested in Invesco Dorsey Wright Momentum ETF in 2024 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 43 increasing their positions, 60 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
206
Holders Change
+20
Holders Change %
+10.75%
% of All Funds
2.74%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
34
Increased
43
Reduced
60
Closed
6
Calls
$721K
Puts
$1.18M
Net Calls
-$463K
Net Calls Change
-$711K

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$33.1M
2
WA
2
Win Advisors
Florida
$3.88M
3
FMP
3
Financial Management Professionals
Texas
$2.43M
4
GRP
4
Global Retirement Partners
California
$1.93M
5
HIS
5
Harvest Investment Services
Illinois
$1.05M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$25M
2
LWM
2
LJI Wealth Management
Indiana
$7.23M
3
PFS
3
Prospera Financial Services
Texas
$19.1M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$42.2M
5
Ameriprise
5
Ameriprise
Minnesota
$15.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
NL
101
NWAM LLC
Washington
$431K -$2.15K -20 -0.5%
HighTower Advisors
102
HighTower Advisors
Illinois
$428K +$1.08K +10 +0.3%
SAM
103
Strategy Asset Managers
California
$415K – – –
SFI
104
SPC Financial Inc
Maryland
$412K -$58.6K -545 -12%
WIA
105
World Investment Advisors
California
$399K +$44.7K +415 +13%
SWM
106
Spire Wealth Management
Virginia
$397K -$14.1K -131 -3%
OMC
107
Old Mission Capital
Illinois
$387K -$208K -1,932 -35%
JSW
108
Journey Strategic Wealth
New Jersey
$382K -$37.8K -351 -9%
TWM
109
Trinity Wealth Management
Pennsylvania
$380K -$16.1K -150 -4%
CRWM
110
Castle Rock Wealth Management
California
$374K -$69.5K -600 -16%
SC
111
Sapient Capital
Indiana
$372K – – –
CF
112
Claris Financial
Virginia
$371K +$371K +3,448 New
Carson Wealth (CWM LLC)
113
Carson Wealth (CWM LLC)
Nebraska
$368K +$156K +1,455 +74%
GRA
114
Golden Road Advisors
Florida
$348K – – –
GAA
115
Global Assets Advisory
Florida
$345K – – –
PNC Financial Services Group
116
PNC Financial Services Group
Pennsylvania
$344K – – –
PSF
117
Pacific Sun Financial
California
$331K – – –
RIA
118
Realta Investment Advisors
Delaware
$325K +$44.4K +405 +16%
FAIM
119
Financial Advocates Investment Management
Washington
$323K – – –
MFA
120
Morling Financial Advisors
California
$316K – – –
EH
121
Equitable Holdings
New York
$314K -$61.4K -571 -16%
Northwestern Mutual Wealth Management
122
Northwestern Mutual Wealth Management
Wisconsin
$312K – – –
TNA
123
True North Advisors
Texas
$309K – – –
OIA
124
OneDigital Investment Advisors
Kansas
$306K +$306K +2,846 New
MWM
125
Modern Wealth Management
Kansas
$305K +$305K +2,831 New
3 4
5
6 7