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Invesco Dorsey Wright Momentum ETF
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Overview Fund Activity

178 hedge funds and large institutions have $686M invested in Invesco Dorsey Wright Momentum ETF in 2024 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 25 increasing their positions, 70 reducing their positions, and 19 closing their positions.

Holders
178
Holders Change
-14
Holders Change %
-7.29%
% of All Funds
2.59%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
8
Increased
25
Reduced
70
Closed
19
Calls
$656K
Puts
$382K
Net Calls
+$274K
Net Calls Change
-$91K

Top Buyers

1
NA
1
NewEdge Advisors
Louisiana
$10.2M
2
TWM
2
Tradition Wealth Management
Minnesota
$6.11M
3
FMP
3
Financial Management Professionals
Texas
$652K
4
SA
4
Sanctuary Advisors
Indiana
$597K
5
GA
5
Gateway Advisory
New Jersey
$20.9M

Top Sellers

1
WA
1
Win Advisors
Florida
$0
2
PAG
2
Private Advisory Group
Washington
$931K
3
GAA
3
Global Assets Advisory
Florida
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$74.4M
5
UBS Group
5
UBS Group
Switzerland
$21.4M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$74.4M 760,617 -24,542 -3%
RJA
2
Raymond James & Associates
Florida
$57.5M 587,206 -2,708 -0.5%
Wells Fargo
3
Wells Fargo
California
$54.8M 559,629 -15,409 -3%
Bank of America
4
Bank of America
North Carolina
$45.6M 466,115 -15,520 -3%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$41.7M 426,491 -7,518 -2%
NC
6
NewSquare Capital
Pennsylvania
$33.5M 342,556 -7,007 -2%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$33.4M 341,091 -7,997 -2%
UBS Group
8
UBS Group
Switzerland
$21.4M 219,175 -21,270 -9%
PFS
9
Prospera Financial Services
Texas
$21.3M 217,935 -16,965 -7%
LPL Financial
10
LPL Financial
California
$21.1M 215,490 -17,431 -7%
GA
11
Gateway Advisory
New Jersey
$20.9M 213,189 +3,924 +2%
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$17.1M 174,484 +1,185 +0.7%
SC
13
Savant Capital
Illinois
$16.2M 165,688 -6,620 -4%
Ameriprise
14
Ameriprise
Minnesota
$15.2M 155,769 -3,146 -2%
SG
15
Strid Group
Pennsylvania
$12.2M 124,450 -5,058 -4%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$11.8M 121,018 -868 -0.7%
NA
17
NewEdge Advisors
Louisiana
$10.2M 104,402 +17,563 +20%
Rockefeller Capital Management
18
Rockefeller Capital Management
New York
$10.1M 103,506 +1,007 +1%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$9.02M 92,218 -901 -1%
LWM
20
LJI Wealth Management
Indiana
$9.01M 92,027 +1,800 +2%
Wealth Enhancement Advisory Services
21
Wealth Enhancement Advisory Services
Minnesota
$8.76M 89,502 -7,934 -8%
Osaic Holdings
22
Osaic Holdings
Arizona
$8.48M 86,617 -6,396 -7%
JPMorgan Chase & Co
23
JPMorgan Chase & Co
New York
$8.2M 83,754 -956 -1%
Stifel Financial
24
Stifel Financial
Missouri
$7.84M 80,089 +3,729 +5%
TWM
25
Tradition Wealth Management
Minnesota
$6.11M 62,401 +8,859 +17%
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