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Invesco Dorsey Wright Momentum ETF
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Overview Fund Activity

170 hedge funds and large institutions have $603M invested in Invesco Dorsey Wright Momentum ETF in 2023 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 44 increasing their positions, 57 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
170
Holders Change
-3
Holders Change %
-1.73%
% of All Funds
2.68%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
11
Increased
44
Reduced
57
Closed
13
Calls
$932K
Puts
–
Net Calls
+$932K
Net Calls Change
+$643K

Top Buyers

1
NC
1
NewSquare Capital
Pennsylvania
$23.5M
2
PFS
2
Prospera Financial Services
Texas
$28.5M
3
CWP
3
Cyndeo Wealth Partners
Florida
$15.5M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$14.8M
5
NA
5
NewEdge Advisors
Louisiana
$6.63M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$19.9M
2
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$14.8M
3
BFEC
3
Benjamin F. Edwards & Company
Missouri
$1.07M
4
Morgan Stanley
4
Morgan Stanley
New York
$71.7M
5
MAP
5
Milestone Advisory Partners
North Carolina
$2.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFD
151
Creative Financial Designs
Indiana
$28.8K – – –
BC
152
Barrett & Company
Rhode Island
$24.3K +$24.3K +300 New
FWA
153
FSC Wealth Advisors
New York
$21.9K – – –
AF
154
Advisornet Financial
Minnesota
$17.4K +$81 +1 +0.5%
Simplex Trading
155
Simplex Trading
Illinois
$16K +$16K +200 New
GRP
156
Global Retirement Partners
California
$15K – – –
PIAS
157
PCA Investment Advisory Services
Ohio
$15K +$15K +185 New
SIC
158
Salem Investment Counselors
North Carolina
$12.2K – – –
ACA
159
Atlas Capital Advisors
Wyoming
$10.6K – – –
CT
160
Cambridge Trust
Massachusetts
$9.72K – – –
MCM
161
MV Capital Management
Maryland
$9.48K – – –
BWL
162
Bogart Wealth LLC
Virginia
$9.24K – – –
AWM
163
Aspire Wealth Management
Massachusetts
$6.89K – – –
AWM
164
Avior Wealth Management
Nebraska
$6.73K – – –
AWM
165
Abound Wealth Management
Tennessee
$6.48K +$6.48K +80 New
IRC
166
Investors Research Corp
Georgia
$6.08K – – –
US Bancorp
167
US Bancorp
Minnesota
$6.08K – – –
CMA
168
Cedar Mountain Advisors
Oregon
$2.27K – – –
CAL
169
Capital Analysts LLC
Pennsylvania
$1K – – –
Citadel Advisors
170
Citadel Advisors
Florida
– -$1.64M -21,648 Closed
Goldman Sachs
171
Goldman Sachs
New York
– -$794K -10,450 Closed
SOS
172
Silver Oak Securities
Tennessee
– -$568K -7,409 Closed
BAM
173
Belpointe Asset Management
Nevada
– -$329K -4,330 Closed
CAPTRUST Financial Advisors
174
CAPTRUST Financial Advisors
North Carolina
– -$319K -4,202 Closed
FTUS
175
Flow Traders U.S.
New York
– -$302K -3,973 Closed
4 5 6
7
8