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Invesco Dorsey Wright Momentum ETF

182 hedge funds and large institutions have $567M invested in Invesco Dorsey Wright Momentum ETF in 2022 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 36 increasing their positions, 72 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 12

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

8% more funds holding

Funds holding: 169182 (+13)

1.09% more ownership

Funds ownership: 53.64%54.73% (+1.1%)

1% more capital invested

Capital invested by funds: $559M → $567M (+$7.74M)

50% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 72

Holders
182
Holders Change
+13
Holders Change %
+7.69%
% of All Funds
2.93%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
27
Increased
36
Reduced
72
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IRC
176
Investors Research Corp
Georgia
$5.33K
Qube Research & Technologies (QRT)
177
Qube Research & Technologies (QRT)
United Kingdom
$5.19K +$5.32K +73 New
BWM
178
Baystate Wealth Management
Massachusetts
$4K +$3.65K +50 New
CSPIA
179
Cary Street Partners Investment Advisory
Virginia
$3.98K +$4.08K +56 New
CMA
180
Cedar Mountain Advisors
Oregon
$1.99K
CAL
181
Capital Analysts LLC
Pennsylvania
$1K
MWM
182
MinichMacGregor Wealth Management
New York
-$4.49M -66,423 Closed
PAG
183
Private Advisor Group
New Jersey
-$668K -9,888 Closed
FTUS
184
Flow Traders U.S.
New York
-$355K -5,260 Closed
SPC
185
Sigma Planning Corp
Michigan
-$293K -4,333 Closed
LSA
186
Lansing Street Advisors
Pennsylvania
-$269K -3,976 Closed
FA
187
Flagstar Advisors
New York
-$34.3K -508 Closed
PFBT
188
Parkside Financial Bank & Trust
Missouri
-$27K -394 Closed
OPW
189
Oxler Private Wealth
New York
-$38.4K -340 Closed
CAAS
190
Capital Asset Advisory Services
Michigan
-$16K -241 Closed
ODG
191
O'Dell Group
Ohio
-$16K -234 Closed
DSC
192
Duncker Streett & Co
Missouri
-$14K -200 Closed
HR
193
Howe & Rusling
New York
-$3K -45 Closed
VF
194
VitalStone Financial
Texas
+$364 +5 New