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Invesco Dorsey Wright Momentum ETF
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Overview Fund Activity

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

Top Buyers

1
NC
1
NewSquare Capital
Pennsylvania
$34.5M
2
WA
2
Win Advisors
Florida
$6.17M
3
Bank of America
3
Bank of America
North Carolina
$47.6M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$34.5M
5
GAA
5
Global Assets Advisory
Florida
$3.2M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$77.6M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$9.62M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$9.19M
4
LPL Financial
4
LPL Financial
California
$23M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$12M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACA
176
Atlas Capital Advisors
Wyoming
$11.9K -$1.09K -11 -8%
MCM
177
MV Capital Management
Maryland
$11.6K – – –
BWL
178
Bogart Wealth LLC
Virginia
$11.3K – – –
AF
179
Advisornet Financial
Minnesota
$10.9K -$10.4K -105 -49%
PS
180
Principal Securities
Iowa
$10.8K – – –
SAM
181
Smartleaf Asset Management
Massachusetts
$9.98K – – –
WAM
182
WFA Asset Management
Wisconsin
$9.89K – – –
AWM
183
Aspire Wealth Management
Massachusetts
$8.4K – – –
AWM
184
Abound Wealth Management
Tennessee
$7.9K – – –
IRC
185
Investors Research Corp
Georgia
$7.41K – – –
PCM
186
Penserra Capital Management
California
$7K +$7K +79 New
CMA
187
Cedar Mountain Advisors
Oregon
$2.78K – – –
RFA
188
Register Financial Advisors
Georgia
$1.19K – – –
CAL
189
Capital Analysts LLC
Pennsylvania
$1K – – –
CPBTD
190
Central Pacific Bank - Trust Division
Hawaii
$884 +$884 +9 New
EWP
191
Elevation Wealth Partners
California
$593 +$593 +6 New
KWA
192
Kingswood Wealth Advisors
California
– -$254K -20,787 Closed
Koshinski Asset Management
193
Koshinski Asset Management
Illinois
– -$370K -4,331 Closed
CFO
194
Callan Family Office
Pennsylvania
– -$342K -4,000 Closed
WEG
195
World Equity Group
Illinois
– -$328K -3,833 Closed
DIP
196
Davis Investment Partners
North Carolina
– -$232K -2,815 Closed
ASN
197
Advisory Services Network
Georgia
– -$91.6K -1,071 Closed
NFA
198
Northwest Financial Advisors
Virginia
– -$50.4K -590 Closed
IHWM
199
Iron Horse Wealth Management
Iowa
– -$15.8K -185 Closed
FFC
200
First Financial Corp
Indiana
– -$10K -117 Closed
4 5 6 7
8