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Invesco Dorsey Wright Momentum ETF
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Overview Fund Activity

178 hedge funds and large institutions have $702M invested in Invesco Dorsey Wright Momentum ETF in 2023 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 43 increasing their positions, 57 reducing their positions, and 11 closing their positions.

Holders
178
Holders Change
+8
Holders Change %
+4.71%
% of All Funds
2.61%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
22
Increased
43
Reduced
57
Closed
11
Calls
$445K
Puts
–
Net Calls
+$445K
Net Calls Change
+$191K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$145M
2
JCFM
2
JBR Co Financial Management
Oklahoma
$3.38M
3
LPL Financial
3
LPL Financial
California
$21.4M
4
GA
4
Gateway Advisory
New Jersey
$17.6M
5
UBS Group
5
UBS Group
Switzerland
$20.6M

Top Sellers

1
CWP
1
Cyndeo Wealth Partners
Florida
$876K
2
NC
2
NewSquare Capital
Pennsylvania
$23.1M
3
PFS
3
Prospera Financial Services
Texas
$21.3M
4
Wells Fargo
4
Wells Fargo
California
$50M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$10.6M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$145M 1,700,058 +788,897 +87%
Wells Fargo
2
Wells Fargo
California
$50M 585,280 -75,307 -11%
RJA
3
Raymond James & Associates
Florida
$49.5M 578,526 -17,507 -3%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$38.3M 448,276 +899 +0.2%
Bank of America
5
Bank of America
North Carolina
$38.1M 446,118 +4,375 +1%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$26.9M 315,111 -9,514 -3%
NC
7
NewSquare Capital
Pennsylvania
$23.1M 269,744 -122,217 -31%
LPL Financial
8
LPL Financial
California
$21.4M 250,178 +28,611 +13%
PFS
9
Prospera Financial Services
Texas
$21.3M 249,123 -87,957 -26%
UBS Group
10
UBS Group
Switzerland
$20.6M 241,489 +17,597 +8%
Wealth Enhancement Advisory Services
11
Wealth Enhancement Advisory Services
Minnesota
$18.9M 220,756 +3,100 +1%
GA
12
Gateway Advisory
New Jersey
$17.6M 206,002 +18,052 +10%
SC
13
Savant Capital
Illinois
$15.3M 179,204 -5,873 -3%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$15M 174,873 -2,185 -1%
Ameriprise
15
Ameriprise
Minnesota
$14.5M 169,330 -1,555 -0.9%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$11.9M 138,697 -12,558 -8%
SG
17
Strid Group
Pennsylvania
$11.6M 135,889 +12,249 +10%
Osaic Holdings
18
Osaic Holdings
Arizona
$10.6M 124,562 -56,314 -31%
Rockefeller Capital Management
19
Rockefeller Capital Management
New York
$8.89M 103,960 -4,487 -4%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$8.55M 100,027 +1,383 +1%
NA
21
NewEdge Advisors
Louisiana
$7.69M 89,136 -1,877 -2%
LWM
22
LJI Wealth Management
Indiana
$7.61M 88,988 +209 +0.2%
JPMorgan Chase & Co
23
JPMorgan Chase & Co
New York
$7.48M 87,526 +3,368 +4%
Stifel Financial
24
Stifel Financial
Missouri
$6.82M 79,783 +4,731 +6%
IFWM
25
Institute for Wealth Management
Colorado
$4.14M 48,392 -3,140 -6%
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