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Invesco Dorsey Wright Momentum ETF
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Overview Fund Activity

186 hedge funds and large institutions have $721M invested in Invesco Dorsey Wright Momentum ETF in 2024 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 25 increasing their positions, 65 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
186
Holders Change
+8
Holders Change %
+4.49%
% of All Funds
2.69%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
23
Increased
25
Reduced
65
Closed
11
Calls
$1.38M
Puts
$1.14M
Net Calls
+$248K
Net Calls Change
-$26K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$26.8M
2
UBS Group
2
UBS Group
Switzerland
$27.1M
3
BEI
3
Benjamin Edwards Inc
Missouri
$1.1M
4
Ameriprise
4
Ameriprise
Minnesota
$17.1M
5
Focus Partners Wealth
5
Focus Partners Wealth
Massachusetts
$1.4M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$73.6M
2
PFS
2
Prospera Financial Services
Texas
$20.8M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$7.3M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$42.8M
5
LCM
5
Lunt Capital Management
Utah
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WF
126
Welch & Forbes
Massachusetts
$250K – – –
Citigroup
127
Citigroup
New York
$243K – – –
SA
128
Shilanski & Associates
Alaska
$229K – – –
Koshinski Asset Management
129
Koshinski Asset Management
Illinois
$226K – – –
SMC
130
Smith, Moore & Co
Missouri
$219K – – –
AFG
131
Argent Financial Group
Louisiana
$216K +$216K +2,095 New
DIM
132
Delta Investment Management
California
$213K – – –
CFGS
133
Concourse Financial Group Securities
Alabama
$208K -$15.5K -150 -7%
CA
134
CWC Advisors
Oregon
$207K +$207K +2,006 New
VCP
135
Vista Capital Partners
Oregon
$207K +$207K +2,000 New
MCP
136
Mirador Capital Partners
California
$207K +$207K +2,000 New
TWM
137
Trueblood Wealth Management
Ohio
$203K +$203K +1,967 New
Carson Wealth (CWM LLC)
138
Carson Wealth (CWM LLC)
Nebraska
$203K – – –
VWA
139
Visionary Wealth Advisors
Illinois
$201K +$201K +1,950 New
HIA
140
Harbor Investment Advisory
Maryland
$185K – – –
TRCT
141
Tower Research Capital (TRC)
New York
$170K -$207K -2,003 -55%
FFA
142
Founders Financial Alliance
North Carolina
$141K – – –
SL
143
Salomon & Ludwin
Virginia
$135K – – –
WWM
144
Wagner Wealth Management
South Carolina
$122K – – –
AF
145
Allworth Financial
California
$119K – – –
MA
146
MCF Advisors
Kentucky
$118K – – –
HWA
147
HHM Wealth Advisors
Tennessee
$104K – – –
TIM
148
Tortoise Investment Management
New York
$103K – – –
Fifth Third Bancorp
149
Fifth Third Bancorp
Ohio
$95.7K – – –
AIM
150
Anchor Investment Management
South Carolina
$88.3K – – –
4 5
6
7 8