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Invesco Dorsey Wright Momentum ETF

192 hedge funds and large institutions have $726M invested in Invesco Dorsey Wright Momentum ETF in 2024 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 45 increasing their positions, 55 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
192
Holders Change
+14
Holders Change %
+7.87%
% of All Funds
2.78%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
25
Increased
45
Reduced
55
Closed
9
Calls
$365K
Puts
Net Calls
+$365K
Net Calls Change
-$80K
Name Holding Trade Value Shares
Change
Shares
Change %
WWM
151
Wagner Wealth Management
South Carolina
$117K +$99 +1 +0.1%
AF
152
Allworth Financial
California
$114K +$114K +1,153 New
MA
153
MCF Advisors
Kentucky
$113K
HWA
154
HHM Wealth Advisors
Tennessee
$99.8K
TIM
155
Tortoise Investment Management
New York
$98.8K
AIM
156
Anchor Investment Management
South Carolina
$84.5K
Fifth Third Bancorp
157
Fifth Third Bancorp
Ohio
$83.3K
WP
158
WealthShield Partners
North Carolina
$69.1K
PA
159
Parallel Advisors
California
$65.4K
HI
160
Harbour Investments
Wisconsin
$58.7K
EW
161
Element Wealth
Mississippi
$52.7K -$257K -2,599 -83%
CIBC Private Wealth Group
162
CIBC Private Wealth Group
Georgia
$50.1K +$50.1K +510 New
HCP
163
Hexagon Capital Partners
Arkansas
$49.4K
CICI
164
Capital Investment Counsel Inc
North Carolina
$46.1K
CWA
165
Carolina Wealth Advisors
South Carolina
$38.8K +$38.8K +393 New
CFD
166
Creative Financial Designs
Indiana
$35.2K
TWD
167
True Wealth Design
Ohio
$35.1K +$35.1K +355 New
BC
168
Barrett & Company
Rhode Island
$29.6K
FIM
169
Fernwood Investment Management
Massachusetts
$29.6K +$29.6K +300 New
CA
170
CoreCap Advisors
Michigan
$28K +$28K +283 New
FWA
171
FSC Wealth Advisors
New York
$20.1K -$6.63K -67 -25%
LI
172
LRI Investments
Florida
$19.8K +$19.8K +200 New
GRP
173
Global Retirement Partners
California
$18.3K
T
174
Tidemark
California
$13K -$7.61K -77 -37%
CT
175
Cambridge Trust
Massachusetts
$11.9K