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Invesco Dorsey Wright Momentum ETF
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Overview Fund Activity

186 hedge funds and large institutions have $721M invested in Invesco Dorsey Wright Momentum ETF in 2024 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 25 increasing their positions, 65 reducing their positions, and 11 closing their positions.

Holders
186
Holders Change
+8
Holders Change %
+4.49%
% of All Funds
2.69%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
23
Increased
25
Reduced
65
Closed
11
Calls
$1.38M
Puts
$1.14M
Net Calls
+$248K
Net Calls Change
-$26K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$26.8M
2
UBS Group
2
UBS Group
Switzerland
$27.1M
3
BEI
3
Benjamin Edwards Inc
Missouri
$1.1M
4
Ameriprise
4
Ameriprise
Minnesota
$17.1M
5
Focus Partners Wealth
5
Focus Partners Wealth
Massachusetts
$1.4M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$73.6M
2
PFS
2
Prospera Financial Services
Texas
$20.8M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$7.3M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$42.8M
5
LCM
5
Lunt Capital Management
Utah
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$73.6M 712,966 -47,651 -6%
RJA
2
Raymond James & Associates
Florida
$61.5M 595,138 +7,932 +1%
Wells Fargo
3
Wells Fargo
California
$57.3M 554,917 -4,712 -0.8%
Bank of America
4
Bank of America
North Carolina
$47.8M 463,254 -2,861 -0.6%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$42.8M 414,617 -11,874 -3%
NC
6
NewSquare Capital
Pennsylvania
$35.6M 344,681 +2,125 +0.6%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$34.8M 337,099 -3,992 -1%
UBS Group
8
UBS Group
Switzerland
$27.1M 262,043 +42,868 +20%
LPL Financial
9
LPL Financial
California
$26.8M 259,561 +44,071 +20%
GA
10
Gateway Advisory
New Jersey
$21.9M 212,409 -780 -0.4%
PFS
11
Prospera Financial Services
Texas
$20.8M 201,270 -16,665 -8%
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$18.1M 175,370 +886 +0.5%
Ameriprise
13
Ameriprise
Minnesota
$17.1M 164,765 +8,996 +6%
SC
14
Savant Capital
Illinois
$16.8M 162,665 -3,023 -2%
SG
15
Strid Group
Pennsylvania
$12.7M 123,019 -1,431 -1%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$11.8M 114,369 -6,649 -5%
NA
17
NewEdge Advisors
Louisiana
$10.7M 104,013 -389 -0.4%
Rockefeller Capital Management
18
Rockefeller Capital Management
New York
$10.6M 102,969 -537 -0.5%
LWM
19
LJI Wealth Management
Indiana
$9.56M 92,610 +583 +0.6%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$9.37M 90,766 -1,452 -2%
Wealth Enhancement Advisory Services
21
Wealth Enhancement Advisory Services
Minnesota
$9.12M 88,341 -1,161 -1%
JPMorgan Chase & Co
22
JPMorgan Chase & Co
New York
$8.68M 84,083 +329 +0.4%
Stifel Financial
23
Stifel Financial
Missouri
$8.24M 79,832 -257 -0.3%
Osaic Holdings
24
Osaic Holdings
Arizona
$7.3M 70,730 -15,887 -18%
TWM
25
Tradition Wealth Management
Minnesota
$6.64M 64,263 +1,862 +3%
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