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Invesco Dorsey Wright Momentum ETF

181 hedge funds and large institutions have $566M 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, 71 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
181
Holders Change
+13
Holders Change %
+7.74%
% of All Funds
2.92%
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
71
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
EW
126
Element Wealth
Mississippi
$223K
DIP
127
Davis Investment Partners
North Carolina
$217K +$217K +2,815 New
Northern Trust
128
Northern Trust
Illinois
$213K -$114K -1,605 -35%
WS
129
Wedbush Securities
California
$213K
AWA
130
Arkadios Wealth Advisors
Georgia
$209K -$173K -2,440 -45%
WF
131
Welch & Forbes
Massachusetts
$208K +$208K +2,922 New
SWM
132
Selective Wealth Management
Virginia
$206K -$103K -1,400 -33%
TNA
133
True North Advisors
Texas
$204K +$204K +2,874 New
National Bank of Canada
134
National Bank of Canada
Quebec, Canada
$194K
CFB
135
Cullen/Frost Bankers
Texas
$164K
CS
136
Comerica Securities
Michigan
$163K +$163K +2,300 New
RIA
137
Realta Investment Advisors
Delaware
$157K +$7.18K +101 +5%
SWM
138
Spire Wealth Management
Virginia
$151K -$3.42K -48 -2%
Carson Wealth (CWM LLC)
139
Carson Wealth (CWM LLC)
Nebraska
$150K -$87.3K -1,232 -37%
DWMG
140
DB Wealth Management Group
California
$149K
Citigroup
141
Citigroup
New York
$148K +$639 +9 +0.4%
WFA
142
WestHill Financial Advisors
California
$132K
HIA
143
Harbor Investment Advisory
Maryland
$127K
FFA
144
Founders Financial Alliance
North Carolina
$119K +$21.3K +300 +22%
WWM
145
Wagner Wealth Management
South Carolina
$110K -$7.18K -101 -6%
ASN
146
Advisory Services Network
Georgia
$100K +$100K +1,413 New
FA
147
Fortis Advisors
Pennsylvania
$97.3K -$1.56K -22 -2%
Bank of Montreal
148
Bank of Montreal
Ontario, Canada
$95.6K +$6.14K +86 +7%
AWM
149
Accel Wealth Management
Iowa
$93.4K -$19.9K -280 -18%
DWP
150
Destiny Wealth Partners
Florida
$89.5K +$87.5K +1,232 +4,563%