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Invesco Dorsey Wright Momentum ETF

181 hedge funds and large institutions have $566M 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, 71 reducing their positions, and 12 closing their positions.

Holders
181
Holders Change
+13
Holders Change %
+7.74%
% of All Funds
2.92%
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
71
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$66.7M 938,077 -35,101 -4%
Wells Fargo
2
Wells Fargo
California
$56M 787,580 -6,145 -0.8%
RJA
3
Raymond James & Associates
Florida
$43.5M 612,231 -13,781 -2%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$30.5M 429,238 -132,602 -24%
Bank of America
5
Bank of America
North Carolina
$26.3M 370,528 -23,599 -6%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$24.5M 344,141 +1,338 +0.4%
Janney Montgomery Scott
7
Janney Montgomery Scott
Pennsylvania
$22M 310,158 -11,833 -4%
UBS Group
8
UBS Group
Switzerland
$21M 295,725 +24,791 +9%
PFS
9
Prospera Financial Services
Texas
$16.7M 234,716 -166,674 -42%
LPL Financial
10
LPL Financial
California
$14.9M 210,078 -2,969 -1%
SC
11
Savant Capital
Illinois
$14.6M 205,636 +974 +0.5%
GA
12
Gateway Advisory
New Jersey
$12.9M 181,125 +173,272 +2,206%
Osaic Holdings
13
Osaic Holdings
Arizona
$11.8M 166,236 -12,535 -7%
Ameriprise
14
Ameriprise
Minnesota
$11.5M 162,251 -26,905 -14%
DIM
15
Delta Investment Management
California
$10.3M 145,632 +145,632 New
SG
16
Strid Group
Pennsylvania
$9.57M 134,682 -4,111 -3%
NC
17
NewSquare Capital
Pennsylvania
$9.55M 134,372 -208,784 -61%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$8.31M 116,948 -19,995 -15%
CWP
19
Cyndeo Wealth Partners
Florida
$8.22M 115,737 +115,737 New
BFEC
20
Benjamin F. Edwards & Company
Missouri
$8.14M 114,626 +44,947 +65%
Rockefeller Capital Management
21
Rockefeller Capital Management
New York
$7.92M 111,473 +5,224 +5%
Wealth Enhancement Advisory Services
22
Wealth Enhancement Advisory Services
Minnesota
$6.99M 94,070 -21,285 -18%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$6.41M 90,280 -7,998 -8%
LWM
24
LJI Wealth Management
Indiana
$5.96M 83,837 +83,837 New
Stifel Financial
25
Stifel Financial
Missouri
$5.91M 83,114 -1,223 -1%