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Invesco Dorsey Wright Momentum ETF
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Overview Fund Activity

186 hedge funds and large institutions have $721M invested in Invesco Dorsey Wright Momentum ETF in 2024 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 25 increasing their positions, 65 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
186
Holders Change
+8
Holders Change %
+4.49%
% of All Funds
2.69%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
23
Increased
25
Reduced
65
Closed
11
Calls
$1.38M
Puts
$1.14M
Net Calls
+$248K
Net Calls Change
-$26K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$26.8M
2
UBS Group
2
UBS Group
Switzerland
$27.1M
3
BEI
3
Benjamin Edwards Inc
Missouri
$1.1M
4
Ameriprise
4
Ameriprise
Minnesota
$17.1M
5
Focus Partners Wealth
5
Focus Partners Wealth
Massachusetts
$1.4M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$73.6M
2
PFS
2
Prospera Financial Services
Texas
$20.8M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$7.3M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$42.8M
5
LCM
5
Lunt Capital Management
Utah
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WSFS
151
Wilmington Savings Fund Society
Delaware
$82.6K +$82.6K +800 New
Jones Financial Companies
152
Jones Financial Companies
Missouri
$81.9K +$81.9K +797 New
NFA
153
Northwest Financial Advisors
Virginia
$60.9K +$60.9K +590 New
CIBC Private Wealth Group
154
CIBC Private Wealth Group
Georgia
$52.7K – – –
CICI
155
Capital Investment Counsel Inc
North Carolina
$48.2K – – –
PA
156
Parallel Advisors
California
$48.1K -$20.2K -196 -30%
HCP
157
Hexagon Capital Partners
Arkansas
$41.3K – – –
CFD
158
Creative Financial Designs
Indiana
$36.8K – – –
Bank of Montreal
159
Bank of Montreal
Ontario, Canada
$32.2K -$59.9K -583 -65%
BC
160
Barrett & Company
Rhode Island
$31K – – –
LI
161
LRI Investments
Florida
$22.3K – – –
SOS
162
Silver Oak Securities
Tennessee
$21.3K +$21.3K +207 New
FWA
163
FSC Wealth Advisors
New York
$21K – – –
HI
164
Harbour Investments
Wisconsin
$20K – – –
GRP
165
Global Retirement Partners
California
$19.1K – – –
FFA
166
Frazier Financial Advisors
Ohio
$18K – – –
TIM
167
Thompson Investment Management
Wisconsin
$12.7K +$12.7K +123 New
EB
168
Eastern Bank
Massachusetts
$12.4K +$12.4K +120 New
MCM
169
MV Capital Management
Maryland
$12.1K – – –
BWL
170
Bogart Wealth LLC
Virginia
$11.8K – – –
PS
171
Principal Securities
Iowa
$11.3K – – –
SAM
172
Smartleaf Asset Management
Massachusetts
$10.4K – – –
WAM
173
WFA Asset Management
Wisconsin
$10.3K – – –
ABWM
174
Alpine Bank Wealth Management
Colorado
$9.71K +$9.71K +94 New
AWM
175
Aspire Wealth Management
Massachusetts
$8.78K – – –
4 5 6
7
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