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Invesco Dorsey Wright Momentum ETF

182 hedge funds and large institutions have $731M invested in Invesco Dorsey Wright Momentum ETF in 2022 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 28 increasing their positions, 85 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
182
Holders Change
-17
Holders Change %
-8.54%
% of All Funds
2.88%
Holding in Top 10
4
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-50%
% of All Funds
0.06%
New
19
Increased
28
Reduced
85
Closed
32
Calls
$956K
Puts
$284K
Net Calls
+$672K
Net Calls Change
-$291K
Name Holding Trade Value Shares
Change
Shares
Change %
MWM
126
MinichMacGregor Wealth Management
New York
$247K -$72.6K -899 -23%
WS
127
Wedbush Securities
California
$243K
WF
128
Welch & Forbes
Massachusetts
$237K
S
129
Surevest
California
$234K
CS
130
Comerica Securities
Michigan
$233K -$231K -2,844 -50%
OC
131
Oppenheimer & Co
New York
$228K +$228K +2,817 New
CFB
132
Cullen/Frost Bankers
Texas
$225K
BFG
133
Berger Financial Group
Minnesota
$222K
ACI
134
Alpha Cubed Investments
California
$219K -$76.7K -945 -26%
Northwestern Mutual Wealth Management
135
Northwestern Mutual Wealth Management
Wisconsin
$213K -$7.87K -97 -4%
National Bank of Canada
136
National Bank of Canada
Quebec, Canada
$197K
DWMG
137
DB Wealth Management Group
California
$178K -$225K -2,766 -56%
SWM
138
Spire Wealth Management
Virginia
$176K -$65K -800 -27%
AWM
139
Accel Wealth Management
Iowa
$167K -$36.5K -449 -18%
Citigroup
140
Citigroup
New York
$156K -$30.9K -382 -17%
BC
141
Bartlett & Co
Ohio
$154K +$154K +1,900 New
BCWM
142
Bartlett & Co Wealth Management
Ohio
$154K +$154K +1,900 New
WFA
143
WestHill Financial Advisors
California
$150K +$150K +1,853 New
PFBT
144
Parkside Financial Bank & Trust
Missouri
$125K
FFA
145
Founders Financial Alliance
North Carolina
$112K
FA
146
Fortis Advisors
Pennsylvania
$112K +$81 +1 +0.1%
Bank of Montreal
147
Bank of Montreal
Ontario, Canada
$104K +$8.68K +104 +9%
MA
148
MCF Advisors
Kentucky
$92K +$92K +1,140 New
HWA
149
HHM Wealth Advisors
Tennessee
$82K
TIM
150
Tortoise Investment Management
New York
$81K