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Invesco Dorsey Wright Momentum ETF
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Overview Fund Activity

173 hedge funds and large institutions have $528M invested in Invesco Dorsey Wright Momentum ETF in 2023 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 36 increasing their positions, 67 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
173
Holders Change
-8
Holders Change %
-4.42%
% of All Funds
2.77%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
13
Increased
36
Reduced
67
Closed
17
Calls
$517K
Puts
$228K
Net Calls
+$289K
Net Calls Change
+$289K

Top Buyers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$8.9M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$1.66M
3
KWM
3
Kingsview Wealth Management
Oregon
$1.29M
4
CWP
4
Cyndeo Wealth Partners
Florida
$9.42M
5
Rockefeller Capital Management
5
Rockefeller Capital Management
New York
$9.04M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$49.5M
2
DIM
2
Delta Investment Management
California
$0
3
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$19.2M
4
BFEC
4
Benjamin F. Edwards & Company
Missouri
$5.26M
5
UBS Group
5
UBS Group
Switzerland
$19.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
FWP
151
FAS Wealth Partners
Kansas
$49.5K +$49.5K +651 New
HI
152
Harbour Investments
Wisconsin
$43.8K +$13.4K +177 +44%
MPWT
153
MassMutual Private Wealth & Trust
Connecticut
$38.2K – – –
HCP
154
Hexagon Capital Partners
Arkansas
$38K -$15.7K -206 -29%
CWA
155
Clearview Wealth Advisors
Oregon
$34.3K – – –
Commonwealth Equity Services
156
Commonwealth Equity Services
Massachusetts
$30.9K -$1.76K -23,138 -5%
CFD
157
Creative Financial Designs
Indiana
$27K – – –
FWA
158
FSC Wealth Advisors
New York
$20.5K – – –
KHC
159
Koesten Hirschmann & Crabtree
Kansas
$17.5K +$17.5K +230 New
AF
160
Advisornet Financial
Minnesota
$16.3K – – –
GRP
161
Global Retirement Partners
California
$13.8K +$13.8K +185 New
SIC
162
Salem Investment Counselors
North Carolina
$11.4K – – –
ACA
163
Atlas Capital Advisors
Wyoming
$9.95K – – –
CT
164
Cambridge Trust
Massachusetts
$9.12K – – –
MCM
165
MV Capital Management
Maryland
$8.89K – – –
BWL
166
Bogart Wealth LLC
Virginia
$8.66K – – –
AWM
167
Aspire Wealth Management
Massachusetts
$6.46K – – –
AWM
168
Avior Wealth Management
Nebraska
$6.31K +$6.31K +83 New
US Bancorp
169
US Bancorp
Minnesota
$5.7K -$14.2K -187 -71%
IRC
170
Investors Research Corp
Georgia
$5.7K – – –
CMA
171
Cedar Mountain Advisors
Oregon
$2.13K – – –
CAL
172
Capital Analysts LLC
Pennsylvania
$1K – – –
DIM
173
Delta Investment Management
California
– -$10.3M -145,632 Closed
MCC
174
Money Concepts Capital
Florida
– -$926K -13,038 Closed
FFA
175
Fragasso Financial Advisors
Pennsylvania
– -$827K -11,642 Closed
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