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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 %
CAL
176
Capital Analysts LLC
Pennsylvania
$1K – – –
CPBTD
177
Central Pacific Bank - Trust Division
Hawaii
$881 – – –
EWP
178
Elevation Wealth Partners
California
$588 – – –
VF
179
VitalStone Financial
Texas
$489 – – –
GAA
180
Global Assets Advisory
Florida
– -$3.2M -314,224 Closed
WA
181
Win Advisors
Florida
– -$6.17M -62,444 Closed
LNC
182
Lincoln National Corp
Pennsylvania
– -$892K -9,030 Closed
NL
183
NWAM LLC
Washington
– -$414K -4,274 Closed
Mariner
184
Mariner
Kansas
– -$358K -3,629 Closed
EC
185
Estate Counselors
Wisconsin
– -$341K -3,450 Closed
KFGK
186
Keystone Financial Group (Kentucky)
Kentucky
– -$318K -3,220 Closed
VPIM
187
Vanguard Personalized Indexing Management
California
– -$290K -2,933 Closed
EFG
188
Ethos Financial Group
Pennsylvania
– -$280K -2,833 Closed
OPA
189
Old Port Advisors
Maine
– -$263K -2,666 Closed
TWM
190
Trueblood Wealth Management
Ohio
– -$204K -2,064 Closed
SOS
191
Silver Oak Securities
Tennessee
– -$120K -1,213 Closed
CWA
192
Carolina Wealth Advisors
South Carolina
– -$38.8K -393 Closed
TWD
193
True Wealth Design
Ohio
– -$35.1K -355 Closed
FIM
194
Fernwood Investment Management
Massachusetts
– -$29.6K -300 Closed
T
195
Tidemark
California
– -$13K -132 Closed
AF
196
Advisornet Financial
Minnesota
– -$10.9K -110 Closed
PCM
197
Penserra Capital Management
California
– -$7K -79 Closed
4 5 6 7
8