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Invesco Dorsey Wright Momentum ETF
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Overview Fund Activity

178 hedge funds and large institutions have $686M invested in Invesco Dorsey Wright Momentum ETF in 2024 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 25 increasing their positions, 70 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
178
Holders Change
-14
Holders Change %
-7.29%
% of All Funds
2.59%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
8
Increased
25
Reduced
70
Closed
19
Calls
$656K
Puts
$382K
Net Calls
+$274K
Net Calls Change
-$91K

Top Buyers

1
NA
1
NewEdge Advisors
Louisiana
$10.2M
2
TWM
2
Tradition Wealth Management
Minnesota
$6.11M
3
FMP
3
Financial Management Professionals
Texas
$652K
4
GA
4
Gateway Advisory
New Jersey
$20.9M
5
Stifel Financial
5
Stifel Financial
Missouri
$7.84M

Top Sellers

1
WA
1
Win Advisors
Florida
$0
2
PAG
2
Private Advisory Group
Washington
$931K
3
GAA
3
Global Assets Advisory
Florida
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$74.4M
5
UBS Group
5
UBS Group
Switzerland
$21.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIBC Private Wealth Group
151
CIBC Private Wealth Group
Georgia
$50.5K – – –
CICI
152
Capital Investment Counsel Inc
North Carolina
$45.7K – – –
HCP
153
Hexagon Capital Partners
Arkansas
$39.1K -$9.79K -100 -20%
CFD
154
Creative Financial Designs
Indiana
$34.8K – – –
BC
155
Barrett & Company
Rhode Island
$29.4K – – –
CA
156
CoreCap Advisors
Michigan
$27.7K – – –
IAIM
157
International Assets Investment Management
Florida
$26K +$26K +266 New
FWA
158
FSC Wealth Advisors
New York
$19.9K – – –
LI
159
LRI Investments
Florida
$19.6K – – –
HI
160
Harbour Investments
Wisconsin
$19K -$39.1K -400 -67%
GRP
161
Global Retirement Partners
California
$18.1K – – –
FFA
162
Frazier Financial Advisors
Ohio
$17K +$17K +174 New
LFG
163
Larson Financial Group
Missouri
$12.3K +$12.3K +126 New
MCM
164
MV Capital Management
Maryland
$11.5K – – –
BWL
165
Bogart Wealth LLC
Virginia
$11.2K – – –
PS
166
Principal Securities
Iowa
$10.7K – – –
SAM
167
Smartleaf Asset Management
Massachusetts
$9.94K – – –
WAM
168
WFA Asset Management
Wisconsin
$9.8K – – –
AWM
169
Aspire Wealth Management
Massachusetts
$8.32K – – –
QC
170
Quent Capital
New York
$8.22K +$8.22K +84 New
AWM
171
Abound Wealth Management
Tennessee
$7.83K – – –
IRC
172
Investors Research Corp
Georgia
$7.34K – – –
ACA
173
Atlas Capital Advisors
Wyoming
$4.31K -$7.44K -76 -63%
CMA
174
Cedar Mountain Advisors
Oregon
$2.75K – – –
RFA
175
Register Financial Advisors
Georgia
$1.17K – – –
4 5 6
7
8