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Invesco Dorsey Wright Momentum ETF
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Overview Fund Activity

173 hedge funds and large institutions have $528M invested in Invesco Dorsey Wright Momentum ETF in 2023 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 36 increasing their positions, 67 reducing their positions, and 17 closing their positions.

Holders
173
Holders Change
-8
Holders Change %
-4.42%
% of All Funds
2.77%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
13
Increased
36
Reduced
67
Closed
17
Calls
$517K
Puts
$228K
Net Calls
+$289K
Net Calls Change
+$289K

Top Buyers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$8.9M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$1.66M
3
KWM
3
Kingsview Wealth Management
Oregon
$1.29M
4
CWP
4
Cyndeo Wealth Partners
Florida
$9.42M
5
Rockefeller Capital Management
5
Rockefeller Capital Management
New York
$9.04M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$49.5M
2
DIM
2
Delta Investment Management
California
$0
3
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$19.2M
4
BFEC
4
Benjamin F. Edwards & Company
Missouri
$5.26M
5
UBS Group
5
UBS Group
Switzerland
$19.9M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$70.6M 928,702 -9,375 -1%
Wells Fargo
2
Wells Fargo
California
$49.5M 651,004 -136,576 -17%
RJA
3
Raymond James & Associates
Florida
$46.3M 608,898 -3,333 -0.5%
Bank of America
4
Bank of America
North Carolina
$28.1M 370,351 -177 -0%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$24.7M 324,617 -19,524 -6%
UBS Group
6
UBS Group
Switzerland
$19.9M 262,379 -33,346 -11%
Janney Montgomery Scott
7
Janney Montgomery Scott
Pennsylvania
$19.2M 252,996 -57,162 -18%
PFS
8
Prospera Financial Services
Texas
$16.4M 215,686 -19,030 -8%
LPL Financial
9
LPL Financial
California
$15.9M 209,757 -321 -0.2%
SC
10
Savant Capital
Illinois
$14.9M 196,441 -9,195 -4%
GA
11
Gateway Advisory
New Jersey
$13.8M 181,866 +741 +0.4%
Ameriprise
12
Ameriprise
Minnesota
$12.1M 158,943 -3,308 -2%
Osaic Holdings
13
Osaic Holdings
Arizona
$11.3M 149,183 -17,053 -10%
SG
14
Strid Group
Pennsylvania
$9.65M 127,085 -7,597 -6%
CWP
15
Cyndeo Wealth Partners
Florida
$9.42M 123,947 +8,210 +7%
Rockefeller Capital Management
16
Rockefeller Capital Management
New York
$9.04M 119,053 +7,580 +7%
NC
17
NewSquare Capital
Pennsylvania
$9.03M 118,797 -15,575 -12%
Wealth Enhancement Advisory Services
18
Wealth Enhancement Advisory Services
Minnesota
$8.9M 117,203 +23,133 +25%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$8.53M 112,294 -4,654 -4%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$7.05M 92,830 +2,550 +3%
LWM
21
LJI Wealth Management
Indiana
$6.53M 85,948 +2,111 +3%
JPMorgan Chase & Co
22
JPMorgan Chase & Co
New York
$6.15M 80,977 -872 -1%
Stifel Financial
23
Stifel Financial
Missouri
$5.69M 74,950 -8,164 -10%
BFEC
24
Benjamin F. Edwards & Company
Missouri
$5.26M 69,279 -45,347 -40%
MAP
25
Milestone Advisory Partners
North Carolina
$4.95M 65,106 -251 -0.4%
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