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Invesco Dorsey Wright Momentum ETF
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Overview Fund Activity

173 hedge funds and large institutions have $528M invested in Invesco Dorsey Wright Momentum ETF in 2023 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 36 increasing their positions, 67 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
173
Holders Change
-8
Holders Change %
-4.42%
% of All Funds
2.77%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
13
Increased
36
Reduced
67
Closed
17
Calls
$517K
Puts
$228K
Net Calls
+$289K
Net Calls Change
+$289K

Top Buyers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$8.9M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$1.66M
3
KWM
3
Kingsview Wealth Management
Oregon
$1.29M
4
CWP
4
Cyndeo Wealth Partners
Florida
$9.42M
5
Rockefeller Capital Management
5
Rockefeller Capital Management
New York
$9.04M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$49.5M
2
DIM
2
Delta Investment Management
California
$0
3
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$19.2M
4
BFEC
4
Benjamin F. Edwards & Company
Missouri
$5.26M
5
UBS Group
5
UBS Group
Switzerland
$19.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
National Bank of Canada
126
National Bank of Canada
Quebec, Canada
$208K – – –
Corient Private Wealth
127
Corient Private Wealth
Florida
$207K +$207K +2,726 New
Carson Wealth (CWM LLC)
128
Carson Wealth (CWM LLC)
Nebraska
$186K +$25.1K +330 +16%
CFB
129
Cullen/Frost Bankers
Texas
$175K – – –
SWM
130
Spire Wealth Management
Virginia
$169K +$7.68K +101 +5%
DWMG
131
DB Wealth Management Group
California
$160K – – –
Citigroup
132
Citigroup
New York
$159K +$76 +1 +0%
WFA
133
WestHill Financial Advisors
California
$141K – – –
HIA
134
Harbor Investment Advisory
Maryland
$136K – – –
FFA
135
Founders Financial Alliance
North Carolina
$122K -$5.37K -71 -4%
EWA
136
EP Wealth Advisors
California
$118K -$300K -28,588 -72%
AAS
137
Ameritas Advisory Services
Nebraska
$109K +$109K +1,430 New
ASN
138
Advisory Services Network
Georgia
$107K – – –
FA
139
Fortis Advisors
Pennsylvania
$104K +$228 +3 +0.2%
AWM
140
Accel Wealth Management
Iowa
$99.9K – – –
Bank of Montreal
141
Bank of Montreal
Ontario, Canada
$93.2K -$8.67K -114 -9%
WWM
142
Wagner Wealth Management
South Carolina
$89.7K -$28.1K -370 -24%
MA
143
MCF Advisors
Kentucky
$86.6K – – –
HWA
144
HHM Wealth Advisors
Tennessee
$76.7K – – –
TIM
145
Tortoise Investment Management
New York
$76K – – –
WEG
146
World Equity Group
Illinois
$73.7K +$46.3K +6,475 +169%
AIM
147
Anchor Investment Management
South Carolina
$65K +$50.9K +670 +362%
Fifth Third Bancorp
148
Fifth Third Bancorp
Ohio
$64K – – –
WP
149
WealthShield Partners
North Carolina
$53.2K +$53.2K +700 New
PA
150
Parallel Advisors
California
$50.3K – – –
4 5
6
7 8