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Invesco Dorsey Wright Momentum ETF
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Overview Fund Activity

170 hedge funds and large institutions have $603M invested in Invesco Dorsey Wright Momentum ETF in 2023 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 44 increasing their positions, 57 reducing their positions, and 13 closing their positions.

Holders
170
Holders Change
-3
Holders Change %
-1.73%
% of All Funds
2.68%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
11
Increased
44
Reduced
57
Closed
13
Calls
$932K
Puts
–
Net Calls
+$932K
Net Calls Change
+$643K

Top Buyers

1
NC
1
NewSquare Capital
Pennsylvania
$23.5M
2
PFS
2
Prospera Financial Services
Texas
$28.5M
3
CWP
3
Cyndeo Wealth Partners
Florida
$15.5M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$14.8M
5
NA
5
NewEdge Advisors
Louisiana
$6.63M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$19.9M
2
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$14.8M
3
BFEC
3
Benjamin F. Edwards & Company
Missouri
$1.07M
4
Morgan Stanley
4
Morgan Stanley
New York
$71.7M
5
MAP
5
Milestone Advisory Partners
North Carolina
$2.4M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$71.7M 884,292 -44,410 -5%
Wells Fargo
2
Wells Fargo
California
$50.7M 625,979 -25,025 -4%
RJA
3
Raymond James & Associates
Florida
$48.8M 602,354 -6,544 -1%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$34.6M 426,821 +20,721 +5%
Bank of America
5
Bank of America
North Carolina
$29.4M 363,337 -7,014 -2%
PFS
6
Prospera Financial Services
Texas
$28.5M 351,788 +136,102 +63%
NC
7
NewSquare Capital
Pennsylvania
$23.5M 289,896 +171,099 +144%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$19.9M 246,009 -78,608 -24%
UBS Group
9
UBS Group
Switzerland
$18.7M 231,003 -31,376 -12%
LPL Financial
10
LPL Financial
California
$15.9M 196,358 -13,399 -6%
CWP
11
Cyndeo Wealth Partners
Florida
$15.5M 191,442 +67,495 +54%
SC
12
Savant Capital
Illinois
$15.4M 190,007 -6,434 -3%
GA
13
Gateway Advisory
New Jersey
$14.9M 183,395 +1,529 +0.8%
Wealth Enhancement Advisory Services
14
Wealth Enhancement Advisory Services
Minnesota
$14.8M 183,106 +65,903 +56%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$14.8M 182,435 -70,561 -28%
Ameriprise
16
Ameriprise
Minnesota
$13.1M 161,759 +2,816 +2%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$11.2M 138,752 +26,458 +24%
Osaic Holdings
18
Osaic Holdings
Arizona
$11.1M 136,476 -12,707 -9%
SG
19
Strid Group
Pennsylvania
$10.2M 125,928 -1,157 -0.9%
Rockefeller Capital Management
20
Rockefeller Capital Management
New York
$9.43M 116,393 -2,660 -2%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$8.49M 104,740 +11,910 +13%
LWM
22
LJI Wealth Management
Indiana
$7.05M 87,011 +1,063 +1%
NA
23
NewEdge Advisors
Louisiana
$6.63M 81,865 +35,998 +78%
JPMorgan Chase & Co
24
JPMorgan Chase & Co
New York
$6.54M 80,659 -318 -0.4%
Stifel Financial
25
Stifel Financial
Missouri
$6.18M 76,208 +1,258 +2%
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