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Invesco Dorsey Wright Momentum ETF
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Overview Fund Activity

170 hedge funds and large institutions have $603M invested in Invesco Dorsey Wright Momentum ETF in 2023 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 44 increasing their positions, 57 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
170
Holders Change
-3
Holders Change %
-1.73%
% of All Funds
2.68%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
11
Increased
44
Reduced
57
Closed
13
Calls
$932K
Puts
–
Net Calls
+$932K
Net Calls Change
+$643K

Top Buyers

1
NC
1
NewSquare Capital
Pennsylvania
$23.5M
2
PFS
2
Prospera Financial Services
Texas
$28.5M
3
CWP
3
Cyndeo Wealth Partners
Florida
$15.5M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$14.8M
5
NA
5
NewEdge Advisors
Louisiana
$6.63M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$19.9M
2
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$14.8M
3
BFEC
3
Benjamin F. Edwards & Company
Missouri
$1.07M
4
Morgan Stanley
4
Morgan Stanley
New York
$71.7M
5
MAP
5
Milestone Advisory Partners
North Carolina
$2.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWA
126
Arkadios Wealth Advisors
Georgia
$215K -$24.1K -297 -10%
CFB
127
Cullen/Frost Bankers
Texas
$187K – – –
SWM
128
Spire Wealth Management
Virginia
$180K +$162 +2 +0.1%
RIA
129
Realta Investment Advisors
Delaware
$179K +$179K +2,208 New
DWMG
130
DB Wealth Management Group
California
$170K – – –
Citigroup
131
Citigroup
New York
$167K -$2.43K -30 -1%
Carson Wealth (CWM LLC)
132
Carson Wealth (CWM LLC)
Nebraska
$153K -$45.5K -561 -23%
WFA
133
WestHill Financial Advisors
California
$150K – – –
HIA
134
Harbor Investment Advisory
Maryland
$145K – – –
FFA
135
Founders Financial Alliance
North Carolina
$135K +$4.13K +51 +3%
Bank of Montreal
136
Bank of Montreal
Ontario, Canada
$124K +$24.6K +303 +25%
TRCT
137
Tower Research Capital (TRC)
New York
$105K -$642K -7,927 -86%
WWM
138
Wagner Wealth Management
South Carolina
$95.8K +$81 +1 +0.1%
MA
139
MCF Advisors
Kentucky
$92.4K – – –
HWA
140
HHM Wealth Advisors
Tennessee
$81.8K – – –
TIM
141
Tortoise Investment Management
New York
$81K – – –
AIM
142
Anchor Investment Management
South Carolina
$69.3K – – –
Fifth Third Bancorp
143
Fifth Third Bancorp
Ohio
$68.3K – – –
WP
144
WealthShield Partners
North Carolina
$56.7K – – –
PA
145
Parallel Advisors
California
$53.6K – – –
FWP
146
FAS Wealth Partners
Kansas
$52.8K +$81 +1 +0.2%
HI
147
Harbour Investments
Wisconsin
$46.8K – – –
MPWT
148
MassMutual Private Wealth & Trust
Connecticut
$40.8K – – –
HCP
149
Hexagon Capital Partners
Arkansas
$40.5K – – –
CWA
150
Clearview Wealth Advisors
Oregon
$36.6K +$81 +1 +0.2%
4 5
6
7 8