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Invesco Dorsey Wright Momentum ETF
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Overview Fund Activity

170 hedge funds and large institutions have $608M invested in Invesco Dorsey Wright Momentum ETF in 2023 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 41 increasing their positions, 51 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
170
Holders Change
–
Holders Change %
0%
% of All Funds
2.71%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
12
Increased
41
Reduced
51
Closed
12
Calls
$485K
Puts
$231K
Net Calls
+$254K
Net Calls Change
-$678K

Top Buyers

1
NC
1
NewSquare Capital
Pennsylvania
$30.2M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$25M
3
Bank of America
3
Bank of America
North Carolina
$34M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$13.9M
5
Wells Fargo
5
Wells Fargo
California
$50.9M

Top Sellers

1
CA
1
Calton & Associates
Florida
$0
2
PFS
2
Prospera Financial Services
Texas
$26M
3
Rockefeller Capital Management
3
Rockefeller Capital Management
New York
$8.35M
4
UBS Group
4
UBS Group
Switzerland
$17.2M
5
RJA
5
Raymond James & Associates
Florida
$45.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
BC
151
Barrett & Company
Rhode Island
$23.1K – – –
FWA
152
FSC Wealth Advisors
New York
$20.8K – – –
DFA
153
DHJJ Financial Advisors
Illinois
$18.6K +$18.6K +242 New
AF
154
Advisornet Financial
Minnesota
$16.5K – – –
IHWM
155
Iron Horse Wealth Management
Iowa
$14.2K +$14.2K +185 New
GRP
156
Global Retirement Partners
California
$14K – – –
CSPIA
157
Cary Street Partners Investment Advisory
Virginia
$11.5K +$11.5K +150 New
ACA
158
Atlas Capital Advisors
Wyoming
$10.1K – – –
CT
159
Cambridge Trust
Massachusetts
$9.24K – – –
MCM
160
MV Capital Management
Maryland
$9.01K – – –
BWL
161
Bogart Wealth LLC
Virginia
$8.78K – – –
WAM
162
WFA Asset Management
Wisconsin
$7.7K +$7.7K +100 New
AWM
163
Aspire Wealth Management
Massachusetts
$6.54K – – –
AWM
164
Avior Wealth Management
Nebraska
$6.39K – – –
AWM
165
Abound Wealth Management
Tennessee
$6.16K – – –
IRC
166
Investors Research Corp
Georgia
$5.77K – – –
US Bancorp
167
US Bancorp
Minnesota
$5.77K – – –
CMA
168
Cedar Mountain Advisors
Oregon
$2.16K – – –
CAL
169
Capital Analysts LLC
Pennsylvania
$1K – – –
CA
170
Calton & Associates
Florida
– -$1.16M -14,367 Closed
WA
171
Win Advisors
Florida
– -$467K -7,279 Closed
Jane Street
172
Jane Street
New York
– -$447K -5,515 Closed
AWM
173
Apollon Wealth Management
South Carolina
– -$333K -4,107 Closed
WI
174
Wintrust Investments
Illinois
– -$331K -4,091 Closed
EC
175
Estate Counselors
Wisconsin
– -$280K -3,450 Closed
4 5 6
7
8