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Invesco Dorsey Wright Momentum ETF
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Overview Fund Activity

206 hedge funds and large institutions have $969M invested in Invesco Dorsey Wright Momentum ETF in 2024 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 43 increasing their positions, 60 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
206
Holders Change
+20
Holders Change %
+10.75%
% of All Funds
2.74%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
34
Increased
43
Reduced
60
Closed
6
Calls
$721K
Puts
$1.18M
Net Calls
-$463K
Net Calls Change
-$711K

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$33.1M
2
WA
2
Win Advisors
Florida
$3.88M
3
FMP
3
Financial Management Professionals
Texas
$2.43M
4
GRP
4
Global Retirement Partners
California
$1.93M
5
HIS
5
Harvest Investment Services
Illinois
$1.05M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$25M
2
LWM
2
LJI Wealth Management
Indiana
$7.23M
3
PFS
3
Prospera Financial Services
Texas
$19.1M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$42.2M
5
Ameriprise
5
Ameriprise
Minnesota
$15.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
151
Affinity Wealth Management
Delaware
$200K +$200K +1,863 New
AWM
152
AE Wealth Management
Kansas
$197K +$197K +1,833 New
BTD
153
BankPlus Trust Department
Mississippi
$197K +$197K +1,832 New
Jones Financial Companies
154
Jones Financial Companies
Missouri
$193K +$107K +995 +125%
HIA
155
Harbor Investment Advisory
Maryland
$193K – – –
AF
156
Allworth Financial
California
$154K +$20.3K +175 +15%
FFA
157
Founders Financial Alliance
North Carolina
$147K +$108 +1 +0.1%
FFA
158
Farther Finance Advisors
California
$144K +$144K +1,340 New
WWM
159
Wagner Wealth Management
South Carolina
$128K – – –
SOS
160
Silver Oak Securities
Tennessee
$128K +$105K +970 +469%
SL
161
Salomon & Ludwin
Virginia
$123K -$17.3K -161 -12%
MA
162
MCF Advisors
Kentucky
$123K – – –
HWA
163
HHM Wealth Advisors
Tennessee
$109K – – –
TIM
164
Tortoise Investment Management
New York
$108K – – –
Fifth Third Bancorp
165
Fifth Third Bancorp
Ohio
$99.8K – – –
AIM
166
Anchor Investment Management
South Carolina
$92K – – –
WSFS
167
Wilmington Savings Fund Society
Delaware
$86.1K – – –
TRCT
168
Tower Research Capital (TRC)
New York
$80.4K -$96.4K -896 -55%
HI
169
Harbour Investments
Wisconsin
$63.9K +$43K +400 +206%
CIBC Private Wealth Group
170
CIBC Private Wealth Group
Georgia
$55.6K – – –
PA
171
Parallel Advisors
California
$50.1K – – –
HCP
172
Hexagon Capital Partners
Arkansas
$43K – – –
CICI
173
Capital Investment Counsel Inc
North Carolina
$42.2K -$8.07K -75 -16%
GM
174
GeoWealth Management
Illinois
$40.6K +$40.6K +377 New
CFD
175
Creative Financial Designs
Indiana
$38.3K – – –
5 6
7
8 9