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Invesco Dorsey Wright Momentum ETF

182 hedge funds and large institutions have $567M invested in Invesco Dorsey Wright Momentum ETF in 2022 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 36 increasing their positions, 72 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 12

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

8% more funds holding

Funds holding: 169182 (+13)

1.09% more ownership

Funds ownership: 53.64%54.73% (+1.1%)

1% more capital invested

Capital invested by funds: $559M → $567M (+$7.74M)

50% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 72

Holders
182
Holders Change
+13
Holders Change %
+7.69%
% of All Funds
2.93%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
27
Increased
36
Reduced
72
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OPA
126
Old Port Advisors
Maine
$225K
EW
127
Element Wealth
Mississippi
$223K
DIP
128
Davis Investment Partners
North Carolina
$217K +$205K +2,815 New
Northern Trust
129
Northern Trust
Illinois
$213K -$117K -1,605 -35%
WS
130
Wedbush Securities
California
$213K
AWA
131
Arkadios Wealth Advisors
Georgia
$209K -$178K -2,440 -45%
WF
132
Welch & Forbes
Massachusetts
$208K +$213K +2,922 New
SWM
133
Selective Wealth Management
Virginia
$206K -$102K -1,400 -33%
TNA
134
True North Advisors
Texas
$204K +$209K +2,874 New
National Bank of Canada
135
National Bank of Canada
Quebec, Canada
$194K
CFB
136
Cullen/Frost Bankers
Texas
$164K
CS
137
Comerica Securities
Michigan
$163K +$168K +2,300 New
RIA
138
Realta Investment Advisors
Delaware
$157K +$7.36K +101 +5%
SWM
139
Spire Wealth Management
Virginia
$151K -$3.5K -48 -2%
Carson Wealth (CWM LLC)
140
Carson Wealth (CWM LLC)
Nebraska
$150K -$89.8K -1,232 -37%
DWMG
141
DB Wealth Management Group
California
$149K
Citigroup
142
Citigroup
New York
$148K +$656 +9 +0.4%
WFA
143
WestHill Financial Advisors
California
$132K
HIA
144
Harbor Investment Advisory
Maryland
$127K
FFA
145
Founders Financial Alliance
North Carolina
$119K +$21.9K +300 +22%
WWMSC
146
Wagner Wealth Management (South Carolina)
South Carolina
$110K -$7.36K -101 -6%
ASN
147
Advisory Services Network
Georgia
$100K +$103K +1,413 New
FA
148
Fortis Advisors
Pennsylvania
$97.3K -$1.6K -22 -2%
Bank of Montreal
149
Bank of Montreal
Ontario, Canada
$95.6K +$6.27K +86 +7%
AWM
150
Accel Wealth Management
Iowa
$93.4K -$20.4K -280 -18%