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Invesco Dorsey Wright Momentum ETF

182 hedge funds and large institutions have $567M invested in Invesco Dorsey Wright Momentum ETF in 2022 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 36 increasing their positions, 72 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 12

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

8% more funds holding

Funds holding: 169182 (+13)

1.09% more ownership

Funds ownership: 53.64%54.73% (+1.1%)

1% more capital invested

Capital invested by funds: $559M → $567M (+$7.74M)

50% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 72

Holders
182
Holders Change
+13
Holders Change %
+7.69%
% of All Funds
2.93%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
27
Increased
36
Reduced
72
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DWP
151
Destiny Wealth Partners
Florida
$89.5K +$89.8K +1,232 +4,563%
MA
152
MCF Advisors
Kentucky
$81K
HWA
153
HHM Wealth Advisors
Tennessee
$71.8K
TIM
154
Tortoise Investment Management
New York
$71K
Fifth Third Bancorp
155
Fifth Third Bancorp
Ohio
$59.9K
HCP
156
Hexagon Capital Partners
Arkansas
$50.2K
PA
157
Parallel Advisors
California
$47K -$33.2K -455 -41%
MPWT
158
MassMutual Private Wealth & Trust
Connecticut
$36K
CWA
159
Clearview Wealth Advisors
Oregon
$32.1K
HI
160
Harbour Investments
Wisconsin
$28.4K
EE
161
EWG Elevate
California
$28.4K +$29.2K +400 New
CFD
162
Creative Financial Designs
Indiana
$25.3K
CA
163
CoreCap Advisors
Michigan
$20.1K +$20.6K +283 New
FWA
164
FSC Wealth Advisors
New York
$19.2K
US Bancorp
165
US Bancorp
Minnesota
$18.6K
AF
166
Advisornet Financial
Minnesota
$15.2K -$250K -3,436 -94%
M
167
MOTCO
Texas
$13.9K
AIM
168
Anchor Investment Management
South Carolina
$13.1K -$5.1K -70 -27%
SIC
169
Salem Investment Counselors
North Carolina
$10.7K
AWM
170
Accurate Wealth Management
Florida
$9.55K +$9.55K +131 New
ACA
171
Atlas Capital Advisors
Wyoming
$9.31K
CT
172
Cambridge Trust
Massachusetts
$9K
MCM
173
MV Capital Management
Maryland
$8.31K
BWL
174
Bogart Wealth LLC
Virginia
$8.1K
AWM
175
Aspire Wealth Management
Massachusetts
$6.04K