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Invesco Dorsey Wright Momentum ETF
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Overview Fund Activity

170 hedge funds and large institutions have $608M invested in Invesco Dorsey Wright Momentum ETF in 2023 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 41 increasing their positions, 51 reducing their positions, and 12 closing their positions.

Holders
170
Holders Change
–
Holders Change %
0%
% of All Funds
2.71%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
12
Increased
41
Reduced
51
Closed
12
Calls
$485K
Puts
$231K
Net Calls
+$254K
Net Calls Change
-$678K

Top Buyers

1
NC
1
NewSquare Capital
Pennsylvania
$30.2M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$25M
3
Bank of America
3
Bank of America
North Carolina
$34M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$13.9M
5
Wells Fargo
5
Wells Fargo
California
$50.9M

Top Sellers

1
CA
1
Calton & Associates
Florida
$0
2
PFS
2
Prospera Financial Services
Texas
$26M
3
Rockefeller Capital Management
3
Rockefeller Capital Management
New York
$8.35M
4
UBS Group
4
UBS Group
Switzerland
$17.2M
5
RJA
5
Raymond James & Associates
Florida
$45.9M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$70.2M 911,161 +26,869 +3%
Wells Fargo
2
Wells Fargo
California
$50.9M 660,587 +34,608 +6%
RJA
3
Raymond James & Associates
Florida
$45.9M 596,033 -6,321 -1%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$34.4M 447,377 +20,556 +5%
Bank of America
5
Bank of America
North Carolina
$34M 441,743 +78,406 +22%
NC
6
NewSquare Capital
Pennsylvania
$30.2M 391,961 +102,065 +35%
PFS
7
Prospera Financial Services
Texas
$26M 337,080 -14,708 -4%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$25M 324,625 +78,616 +32%
UBS Group
9
UBS Group
Switzerland
$17.2M 223,892 -7,111 -3%
LPL Financial
10
LPL Financial
California
$17.1M 221,567 +25,209 +13%
Wealth Enhancement Advisory Services
11
Wealth Enhancement Advisory Services
Minnesota
$16.8M 217,656 +34,550 +19%
CWP
12
Cyndeo Wealth Partners
Florida
$14.5M 188,871 -2,571 -1%
GA
13
Gateway Advisory
New Jersey
$14.5M 187,950 +4,555 +2%
SC
14
Savant Capital
Illinois
$14.2M 185,077 -4,930 -3%
Osaic Holdings
15
Osaic Holdings
Arizona
$13.9M 180,876 +44,400 +33%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$13.6M 177,058 -5,377 -3%
Ameriprise
17
Ameriprise
Minnesota
$13.2M 170,885 +9,126 +6%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$11.6M 151,255 +12,503 +9%
SG
19
Strid Group
Pennsylvania
$9.52M 123,640 -2,288 -2%
Rockefeller Capital Management
20
Rockefeller Capital Management
New York
$8.35M 108,447 -7,946 -7%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$7.59M 98,644 -6,096 -6%
NA
22
NewEdge Advisors
Louisiana
$7.01M 91,013 +9,148 +11%
LWM
23
LJI Wealth Management
Indiana
$6.84M 88,779 +1,768 +2%
JPMorgan Chase & Co
24
JPMorgan Chase & Co
New York
$6.48M 84,158 +3,499 +4%
Stifel Financial
25
Stifel Financial
Missouri
$5.78M 75,052 -1,156 -2%
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