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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 %
AWM
176
Abound Wealth Management
Tennessee
$8.26K – – –
IRC
177
Investors Research Corp
Georgia
$7.75K – – –
JFA
178
JNBA Financial Advisors
Minnesota
$6.09K +$6.09K +59 New
LFG
179
Larson Financial Group
Missouri
$5.89K -$7.13K -69 -55%
ACA
180
Atlas Capital Advisors
Wyoming
$4.54K – – –
CMA
181
Cedar Mountain Advisors
Oregon
$2.9K – – –
RFA
182
Register Financial Advisors
Georgia
$1.24K – – –
CAL
183
Capital Analysts LLC
Pennsylvania
$1K – – –
CPBTD
184
Central Pacific Bank - Trust Division
Hawaii
$929 – – –
EWP
185
Elevation Wealth Partners
California
$620 – – –
VF
186
VitalStone Financial
Texas
$516 – – –
LCM
187
Lunt Capital Management
Utah
– -$986K -10,074 Closed
FMP
188
Financial Management Professionals
Texas
– -$652K -6,667 Closed
Wolverine Trading
189
Wolverine Trading
Illinois
– -$319K -3,263 Closed
WS
190
Wedbush Securities
California
– -$294K -3,000 Closed
PWM
191
Perigon Wealth Management
California
– -$230K -2,350 Closed
AWM
192
AE Wealth Management
Kansas
– -$201K -2,054 Closed
WP
193
WealthShield Partners
North Carolina
– -$68.5K -700 Closed
EW
194
Element Wealth
Mississippi
– -$52.3K -534 Closed
CA
195
CoreCap Advisors
Michigan
– -$27.7K -283 Closed
IAIM
196
International Assets Investment Management
Florida
– -$26K -266 Closed
QC
197
Quent Capital
New York
– -$8.22K -84 Closed
4 5 6 7
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