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Invesco Dorsey Wright Momentum ETF

178 hedge funds and large institutions have $702M invested in Invesco Dorsey Wright Momentum ETF in 2023 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 43 increasing their positions, 57 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
178
Holders Change
+8
Holders Change %
+4.71%
% of All Funds
2.61%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
22
Increased
43
Reduced
57
Closed
11
Calls
$445K
Puts
Net Calls
+$445K
Net Calls Change
+$191K
Name Holding Trade Value Shares
Change
Shares
Change %
PA
151
Parallel Advisors
California
$56.6K
TRCT
152
Tower Research Capital (TRC)
New York
$51.3K -$400K -4,683 -89%
HI
153
Harbour Investments
Wisconsin
$50.8K +$1.45K +17 +3%
NFA
154
Northwest Financial Advisors
Virginia
$50.4K +$50.4K +590 New
HCP
155
Hexagon Capital Partners
Arkansas
$42.7K
CICI
156
Capital Investment Counsel Inc
North Carolina
$39.9K
CFD
157
Creative Financial Designs
Indiana
$30.4K
BC
158
Barrett & Company
Rhode Island
$25.6K
FWA
159
FSC Wealth Advisors
New York
$23.1K
AF
160
Advisornet Financial
Minnesota
$18.4K
T
161
Tidemark
California
$17.9K +$17.9K +209 New
IHWM
162
Iron Horse Wealth Management
Iowa
$15.8K
GRP
163
Global Retirement Partners
California
$15.7K
ACA
164
Atlas Capital Advisors
Wyoming
$11.2K
CT
165
Cambridge Trust
Massachusetts
$10.3K
MCM
166
MV Capital Management
Maryland
$10K
FFC
167
First Financial Corp
Indiana
$10K +$10K +117 New
BWL
168
Bogart Wealth LLC
Virginia
$9.75K
PS
169
Principal Securities
Iowa
$9.32K +$9.32K +109 New
SAM
170
Smartleaf Asset Management
Massachusetts
$8.68K +$8.68K +101 New
WAM
171
WFA Asset Management
Wisconsin
$8.56K
AWM
172
Aspire Wealth Management
Massachusetts
$7.27K
AWM
173
Abound Wealth Management
Tennessee
$6.84K
IRC
174
Investors Research Corp
Georgia
$6.41K
CMA
175
Cedar Mountain Advisors
Oregon
$2.4K