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Invesco Dorsey Wright Momentum ETF

168 hedge funds and large institutions have $559M invested in Invesco Dorsey Wright Momentum ETF in 2022 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 36 increasing their positions, 67 reducing their positions, and 11 closing their positions.

Holders
168
Holders Change
-4
Holders Change %
-2.33%
% of All Funds
2.91%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
8
Increased
36
Reduced
67
Closed
11
Calls
$304K
Puts
$203K
Net Calls
+$101K
Net Calls Change
-$716K
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$65.8M 973,178 -33,604 -3%
Wells Fargo
2
Wells Fargo
California
$53.6M 793,725 -48,801 -6%
RJA
3
Raymond James & Associates
Florida
$42.3M 626,012 -2,335 -0.4%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$38M 561,840 -41,852 -7%
PFS
5
Prospera Financial Services
Texas
$27.1M 401,390 +96,852 +32%
Bank of America
6
Bank of America
North Carolina
$26.6M 394,127 +28,070 +8%
NC
7
NewSquare Capital
Pennsylvania
$23.2M 343,156 +146,270 +74%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$23.2M 342,803 -6,376 -2%
Janney Montgomery Scott
9
Janney Montgomery Scott
Pennsylvania
$21.8M 321,991 -15,036 -4%
UBS Group
10
UBS Group
Switzerland
$18.3M 270,934 -19,481 -7%
NA
11
NewEdge Advisors
Louisiana
$16.5M 244,162 +5,374 +2%
LPL Financial
12
LPL Financial
California
$14.4M 213,047 -1,883 -0.9%
SC
13
Savant Capital
Illinois
$13.8M 204,662 -25,033 -11%
Ameriprise
14
Ameriprise
Minnesota
$12.8M 189,156 +13,647 +8%
Osaic Holdings
15
Osaic Holdings
Arizona
$12.1M 178,771 +2,658 +2%
SG
16
Strid Group
Pennsylvania
$9.38M 138,793 -14,739 -10%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$9.26M 136,943 -112,906 -45%
Wealth Enhancement Advisory Services
18
Wealth Enhancement Advisory Services
Minnesota
$8.09M 115,355 +855 +0.7%
Rockefeller Capital Management
19
Rockefeller Capital Management
New York
$7.18M 106,249 +16,835 +19%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$6.64M 98,278 +2,189 +2%
JPMorgan Chase & Co
21
JPMorgan Chase & Co
New York
$5.79M 85,714 -3,261 -4%
Stifel Financial
22
Stifel Financial
Missouri
$5.7M 84,337 -4,394 -5%
BFEC
23
Benjamin F. Edwards & Company
Missouri
$4.71M 69,679 -784 -1%
MWM
24
MinichMacGregor Wealth Management
New York
$4.49M 66,423 +66,423 New
Truist Financial
25
Truist Financial
North Carolina
$4.21M 62,349 -2,995 -5%