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Invesco Dorsey Wright Momentum ETF
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Overview Fund Activity

170 hedge funds and large institutions have $608M invested in Invesco Dorsey Wright Momentum ETF in 2023 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 41 increasing their positions, 51 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
170
Holders Change
–
Holders Change %
0%
% of All Funds
2.71%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
12
Increased
41
Reduced
51
Closed
12
Calls
$485K
Puts
$231K
Net Calls
+$254K
Net Calls Change
-$678K

Top Buyers

1
NC
1
NewSquare Capital
Pennsylvania
$30.2M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$25M
3
Bank of America
3
Bank of America
North Carolina
$34M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$13.9M
5
Wells Fargo
5
Wells Fargo
California
$50.9M

Top Sellers

1
CA
1
Calton & Associates
Florida
$0
2
PFS
2
Prospera Financial Services
Texas
$26M
3
Rockefeller Capital Management
3
Rockefeller Capital Management
New York
$8.35M
4
UBS Group
4
UBS Group
Switzerland
$17.2M
5
RJA
5
Raymond James & Associates
Florida
$45.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFB
126
Cullen/Frost Bankers
Texas
$177K – – –
SWM
127
Spire Wealth Management
Virginia
$171K – – –
CFGS
128
Concourse Financial Group Securities
Alabama
$167K +$167K +2,165 New
DWMG
129
DB Wealth Management Group
California
$162K – – –
Citigroup
130
Citigroup
New York
$158K -$231 -3 -0.1%
Bank of Montreal
131
Bank of Montreal
Ontario, Canada
$148K +$24.9K +310 +20%
Carson Wealth (CWM LLC)
132
Carson Wealth (CWM LLC)
Nebraska
$146K +$1.31K +17 +0.9%
WFA
133
WestHill Financial Advisors
California
$143K – – –
HIA
134
Harbor Investment Advisory
Maryland
$138K – – –
FFA
135
Founders Financial Alliance
North Carolina
$128K – – –
WWM
136
Wagner Wealth Management
South Carolina
$91.1K +$77 +1 +0.1%
MA
137
MCF Advisors
Kentucky
$87.8K – – –
HWA
138
HHM Wealth Advisors
Tennessee
$77.8K – – –
TIM
139
Tortoise Investment Management
New York
$77K – – –
SSWM
140
Sheets Smith Wealth Management
North Carolina
$67K +$67K +870 New
AIM
141
Anchor Investment Management
South Carolina
$65.8K – – –
Fifth Third Bancorp
142
Fifth Third Bancorp
Ohio
$64.9K – – –
WP
143
WealthShield Partners
North Carolina
$53.9K – – –
PA
144
Parallel Advisors
California
$51K – – –
FWP
145
FAS Wealth Partners
Kansas
$50.2K – – –
HI
146
Harbour Investments
Wisconsin
$44.4K – – –
MPWT
147
MassMutual Private Wealth & Trust
Connecticut
$38.7K – – –
HCP
148
Hexagon Capital Partners
Arkansas
$38.5K – – –
CICI
149
Capital Investment Counsel Inc
North Carolina
$36K +$36K +467 New
CFD
150
Creative Financial Designs
Indiana
$27.4K – – –
4 5
6
7 8