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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 %
BC
176
Barrett & Company
Rhode Island
$32.3K – – –
MCM
177
MAI Capital Management
Ohio
$32.3K +$32.3K +300 New
Russell Investments Group
178
Russell Investments Group
United Kingdom
$31.7K +$31.7K +295 New
Bank of Montreal
179
Bank of Montreal
Ontario, Canada
$31K -$2.69K -25 -8%
KFP
180
Keener Financial Planning
Texas
$27K +$27K +251 New
FWA
181
FSC Wealth Advisors
New York
$21.9K – – –
PSFG
182
Park Square Financial Group
Georgia
$21.6K +$21.6K +201 New
LI
183
LRI Investments
Florida
$21.5K – – –
FFA
184
Frazier Financial Advisors
Ohio
$18.9K – – –
Q1WB
185
Quest 10 Wealth Builders
Virginia
$16.9K +$16.9K +157 New
PFG
186
Putney Financial Group
California
$14.3K +$14.3K +133 New
EB
187
Eastern Bank
Massachusetts
$12.9K – – –
MCM
188
MV Capital Management
Maryland
$12.6K – – –
BWL
189
Bogart Wealth LLC
Virginia
$12.3K – – –
PS
190
Principal Securities
Iowa
$11.7K – – –
SAM
191
Smartleaf Asset Management
Massachusetts
$10.9K – – –
WAM
192
WFA Asset Management
Wisconsin
$10.8K – – –
AWM
193
Abound Wealth Management
Tennessee
$8.61K – – –
IRC
194
Investors Research Corp
Georgia
$8.07K – – –
T
195
Transce3nd
Texas
$6.56K +$6.56K +61 New
LFG
196
Larson Financial Group
Missouri
$6.13K – – –
GSWM
197
Golden State Wealth Management
California
$4.84K +$4.84K +45 New
ACA
198
Atlas Capital Advisors
Wyoming
$4.73K – – –
EW
199
Element Wealth
Mississippi
$4.63K +$4.63K +43 New
CMA
200
Cedar Mountain Advisors
Oregon
$3.03K – – –
5 6 7
8
9