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Invesco Dorsey Wright Momentum ETF
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Overview Fund Activity

206 hedge funds and large institutions have $969M invested in Invesco Dorsey Wright Momentum ETF in 2024 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 43 increasing their positions, 60 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
206
Holders Change
+20
Holders Change %
+10.75%
% of All Funds
2.74%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
34
Increased
43
Reduced
60
Closed
6
Calls
$721K
Puts
$1.18M
Net Calls
-$463K
Net Calls Change
-$711K

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$33.1M
2
WA
2
Win Advisors
Florida
$3.88M
3
FMP
3
Financial Management Professionals
Texas
$2.43M
4
GRP
4
Global Retirement Partners
California
$1.93M
5
HIS
5
Harvest Investment Services
Illinois
$1.05M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$25M
2
LWM
2
LJI Wealth Management
Indiana
$7.23M
3
PFS
3
Prospera Financial Services
Texas
$19.1M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$42.2M
5
Ameriprise
5
Ameriprise
Minnesota
$15.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
126
Selective Wealth Management
Virginia
$304K – – –
BCM
127
Brookstone Capital Management
Illinois
$303K -$7.43K -69 -2%
KFGK
128
Keystone Financial Group (Kentucky)
Kentucky
$298K – – –
National Bank of Canada
129
National Bank of Canada
Quebec, Canada
$296K +$17.8K +165 +6%
Corient Private Wealth
130
Corient Private Wealth
Florida
$294K +$215 +2 +0.1%
KWM
131
Kingsview Wealth Management
Oregon
$280K – – –
FCCM
132
First City Capital Management
Georgia
$278K – – –
APA
133
Astoria Portfolio Advisors
New York
$263K – – –
AF
134
Apollon Financial
South Carolina
$262K – – –
WF
135
Welch & Forbes
Massachusetts
$260K – – –
TW
136
Transform Wealth
Colorado
$253K +$253K +2,348 New
Citigroup
137
Citigroup
New York
$244K -$8.82K -82 -3%
SA
138
Shilanski & Associates
Alaska
$239K – – –
CFGS
139
Concourse Financial Group Securities
Alabama
$233K – – –
SMC
140
Smith, Moore & Co
Missouri
$228K +$108 +1 +0%
HF
141
HRT Financial
New York
$228K +$228K +2,123 New
HT
142
Heritage Trust
Oklahoma
$225K +$225K +2,095 New
DIM
143
Delta Investment Management
California
$222K +$323 +3 +0.1%
TKP
144
Tallon Kerry Patrick
$216K +$216K +2,000 New
PRTG
145
Post Resch Tallon Group
New York
$216K +$216K +2,000 New
CA
146
CWC Advisors
Oregon
$216K – – –
VCP
147
Vista Capital Partners
Oregon
$215K – – –
MCP
148
Mirador Capital Partners
California
$215K – – –
VWA
149
Visionary Wealth Advisors
Illinois
$210K – – –
TWM
150
Trueblood Wealth Management
Ohio
$210K -$2.05K -19 -1%
4 5
6
7 8