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Invesco Dorsey Wright Momentum ETF
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Overview Fund Activity

178 hedge funds and large institutions have $686M invested in Invesco Dorsey Wright Momentum ETF in 2024 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 25 increasing their positions, 70 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
178
Holders Change
-14
Holders Change %
-7.29%
% of All Funds
2.59%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
8
Increased
25
Reduced
70
Closed
19
Calls
$656K
Puts
$382K
Net Calls
+$274K
Net Calls Change
-$91K

Top Buyers

1
NA
1
NewEdge Advisors
Louisiana
$10.2M
2
TWM
2
Tradition Wealth Management
Minnesota
$6.11M
3
FMP
3
Financial Management Professionals
Texas
$652K
4
GA
4
Gateway Advisory
New Jersey
$20.9M
5
Stifel Financial
5
Stifel Financial
Missouri
$7.84M

Top Sellers

1
WA
1
Win Advisors
Florida
$0
2
PAG
2
Private Advisory Group
Washington
$931K
3
GAA
3
Global Assets Advisory
Florida
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$74.4M
5
UBS Group
5
UBS Group
Switzerland
$21.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CPG
126
Custom Portfolio Group
Colorado
$232K – – –
Citigroup
127
Citigroup
New York
$230K +$25.6K +262 +13%
PWM
128
Perigon Wealth Management
California
$230K – – –
SA
129
Shilanski & Associates
Alaska
$217K – – –
Koshinski Asset Management
130
Koshinski Asset Management
Illinois
$216K +$216K +2,190 New
CFGS
131
Concourse Financial Group Securities
Alabama
$212K – – –
SMC
132
Smith, Moore & Co
Missouri
$208K – – –
HT
133
Heritage Trust
Oklahoma
$205K – – –
DIM
134
Delta Investment Management
California
$202K – – –
AWM
135
AE Wealth Management
Kansas
$201K -$162K -1,655 -45%
Carson Wealth (CWM LLC)
136
Carson Wealth (CWM LLC)
Nebraska
$193K +$4.41K +45 +2%
HIA
137
Harbor Investment Advisory
Maryland
$175K – – –
FFA
138
Founders Financial Alliance
North Carolina
$133K – – –
SL
139
Salomon & Ludwin
Virginia
$128K -$126K -1,283 -50%
WWM
140
Wagner Wealth Management
South Carolina
$116K – – –
AF
141
Allworth Financial
California
$112K – – –
MA
142
MCF Advisors
Kentucky
$112K – – –
HWA
143
HHM Wealth Advisors
Tennessee
$98.8K – – –
TIM
144
Tortoise Investment Management
New York
$97.9K – – –
Fifth Third Bancorp
145
Fifth Third Bancorp
Ohio
$90.7K +$8.22K +84 +10%
Bank of Montreal
146
Bank of Montreal
Ontario, Canada
$88.7K -$71.1K -719 -45%
AIM
147
Anchor Investment Management
South Carolina
$83.7K – – –
WP
148
WealthShield Partners
North Carolina
$68.5K – – –
PA
149
Parallel Advisors
California
$64.8K – – –
EW
150
Element Wealth
Mississippi
$52.3K – – –
4 5
6
7 8