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Invesco Dorsey Wright Momentum ETF

182 hedge funds and large institutions have $567M invested in Invesco Dorsey Wright Momentum ETF in 2022 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 36 increasing their positions, 72 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 12

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

8% more funds holding

Funds holding: 169182 (+13)

1.09% more ownership

Funds ownership: 53.64%54.73% (+1.1%)

1% more capital invested

Capital invested by funds: $559M → $567M (+$7.74M)

50% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 72

Holders
182
Holders Change
+13
Holders Change %
+7.69%
% of All Funds
2.93%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
27
Increased
36
Reduced
72
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$66.7M -$2.56M -35,101 -4%
Wells Fargo
2
Wells Fargo
California
$56M -$448K -6,145 -0.8%
RJA
3
Raymond James & Associates
Florida
$43.5M -$1M -13,781 -2%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$30.5M -$9.67M -132,602 -24%
Bank of America
5
Bank of America
North Carolina
$26.3M -$1.72M -23,599 -6%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$24.5M +$97.5K +1,338 +0.4%
Janney Montgomery Scott
7
Janney Montgomery Scott
Pennsylvania
$22M -$863K -11,833 -4%
UBS Group
8
UBS Group
Switzerland
$21M +$1.81M +24,791 +9%
PFS
9
Prospera Financial Services
Texas
$16.7M -$12.1M -166,674 -42%
LPL Financial
10
LPL Financial
California
$14.9M -$216K -2,969 -1%
SC
11
Savant Capital
Illinois
$14.6M +$71K +974 +0.5%
GA
12
Gateway Advisory
New Jersey
$12.9M +$12.6M +173,272 +2,206%
Osaic Holdings
13
Osaic Holdings
Arizona
$11.8M -$914K -12,535 -7%
Ameriprise
14
Ameriprise
Minnesota
$11.5M -$1.96M -26,905 -14%
DIM
15
Delta Investment Management
California
$10.3M +$10.6M +145,632 New
SG
16
Strid Group
Pennsylvania
$9.57M -$300K -4,111 -3%
NC
17
NewSquare Capital
Pennsylvania
$9.55M -$15.2M -208,784 -61%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$8.31M -$1.46M -19,995 -15%
CWP
19
Cyndeo Wealth Partners
Florida
$8.22M +$8.44M +115,737 New
BFEC
20
Benjamin F. Edwards & Company
Missouri
$8.14M +$3.28M +44,947 +65%
Rockefeller Capital Management
21
Rockefeller Capital Management
New York
$7.92M +$381K +5,224 +5%
Wealth Enhancement Advisory Services
22
Wealth Enhancement Advisory Services
Minnesota
$6.99M -$1.55M -21,285 -18%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$6.41M -$583K -7,998 -8%
LWM
24
LJI Wealth Management
Indiana
$5.96M +$6.11M +83,837 New
Stifel Financial
25
Stifel Financial
Missouri
$5.91M -$89.1K -1,223 -1%