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Invesco Dorsey Wright Momentum ETF

178 hedge funds and large institutions have $702M invested in Invesco Dorsey Wright Momentum ETF in 2023 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 43 increasing their positions, 57 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
178
Holders Change
+8
Holders Change %
+4.71%
% of All Funds
2.61%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
22
Increased
43
Reduced
57
Closed
11
Calls
$445K
Puts
Net Calls
+$445K
Net Calls Change
+$191K
Name Holding Trade Value Shares
Change
Shares
Change %
Corient Private Wealth
126
Corient Private Wealth
Florida
$233K +$171 +2 +0.1%
DIP
127
Davis Investment Partners
North Carolina
$232K
SWM
128
Selective Wealth Management
Virginia
$231K
National Bank of Canada
129
National Bank of Canada
Quebec, Canada
$229K
AWA
130
Arkadios Wealth Advisors
Georgia
$216K +$216K +2,528 New
APA
131
Astoria Portfolio Advisors
New York
$216K +$216K +2,416 New
AF
132
Apollon Financial
South Carolina
$208K +$208K +2,432 New
WF
133
Welch & Forbes
Massachusetts
$207K -$43K -503 -17%
CPG
134
Custom Portfolio Group
Colorado
$202K +$202K +2,368 New
PWM
135
Perigon Wealth Management
California
$201K +$201K +2,350 New
CFGS
136
Concourse Financial Group Securities
Alabama
$185K
DWMG
137
DB Wealth Management Group
California
$180K
Citigroup
138
Citigroup
New York
$177K +$1.71K +20 +1%
Carson Wealth (CWM LLC)
139
Carson Wealth (CWM LLC)
Nebraska
$161K -$1.45K -17 -0.9%
Bank of Montreal
140
Bank of Montreal
Ontario, Canada
$156K -$2.84K -33 -2%
HIA
141
Harbor Investment Advisory
Maryland
$153K
FFA
142
Founders Financial Alliance
North Carolina
$142K
WWM
143
Wagner Wealth Management
South Carolina
$101K +$86 +1 +0.1%
MA
144
MCF Advisors
Kentucky
$97.5K
ASN
145
Advisory Services Network
Georgia
$91.6K +$91.6K +1,071 New
HWA
146
HHM Wealth Advisors
Tennessee
$86.3K
TIM
147
Tortoise Investment Management
New York
$85.5K
AIM
148
Anchor Investment Management
South Carolina
$73.1K
Fifth Third Bancorp
149
Fifth Third Bancorp
Ohio
$72.1K
WP
150
WealthShield Partners
North Carolina
$59.8K