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Invesco Dorsey Wright Momentum ETF
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Overview Fund Activity

206 hedge funds and large institutions have $969M invested in Invesco Dorsey Wright Momentum ETF in 2024 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 43 increasing their positions, 60 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
206
Holders Change
+20
Holders Change %
+10.75%
% of All Funds
2.74%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
34
Increased
43
Reduced
60
Closed
6
Calls
$721K
Puts
$1.18M
Net Calls
-$463K
Net Calls Change
-$711K

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$33.1M
2
WA
2
Win Advisors
Florida
$3.88M
3
FMP
3
Financial Management Professionals
Texas
$2.43M
4
GRP
4
Global Retirement Partners
California
$1.93M
5
HIS
5
Harvest Investment Services
Illinois
$1.05M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$25M
2
LWM
2
LJI Wealth Management
Indiana
$7.23M
3
PFS
3
Prospera Financial Services
Texas
$19.1M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$42.2M
5
Ameriprise
5
Ameriprise
Minnesota
$15.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$236M – – –
Raymond James Financial
2
Raymond James Financial
Florida
$80.5M +$80.5M +747,904 New
Morgan Stanley
3
Morgan Stanley
New York
$75.5M -$1.17M -10,899 -2%
Wells Fargo
4
Wells Fargo
California
$59.5M -$181K -1,681 -0.3%
Bank of America
5
Bank of America
North Carolina
$48.7M -$1.12M -10,376 -2%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$42.2M -$2.37M -22,061 -5%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$36.7M +$460K +4,276 +1%
NC
8
NewSquare Capital
Pennsylvania
$36.3M -$800K -7,431 -2%
UBS Group
9
UBS Group
Switzerland
$33.1M +$4.85M +45,099 +17%
LPL Financial
10
LPL Financial
California
$25M -$2.98M -27,658 -11%
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$19.6M +$678K +6,302 +4%
PFS
12
Prospera Financial Services
Texas
$19.1M -$2.53M -23,515 -12%
SC
13
Savant Capital
Illinois
$16.7M -$820K -7,616 -5%
Ameriprise
14
Ameriprise
Minnesota
$15.7M -$2.08M -19,310 -12%
SG
15
Strid Group
Pennsylvania
$13.1M -$143K -1,327 -1%
NA
16
NewEdge Advisors
Louisiana
$11M -$227K -2,109 -2%
Rockefeller Capital Management
17
Rockefeller Capital Management
New York
$10.6M -$485K -4,509 -4%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$9.57M -$198K -1,842 -2%
Wealth Enhancement Advisory Services
19
Wealth Enhancement Advisory Services
Minnesota
$9.32M -$189K -1,755 -2%
JPMorgan Chase & Co
20
JPMorgan Chase & Co
New York
$9.09M +$41K +381 +0.5%
Stifel Financial
21
Stifel Financial
Missouri
$8.53M -$61.8K -574 -0.7%
LWM
22
LJI Wealth Management
Indiana
$7.23M -$2.74M -25,422 -27%
Osaic Holdings
23
Osaic Holdings
Arizona
$7.09M -$520K -4,830 -7%
TWM
24
Tradition Wealth Management
Minnesota
$6.87M -$41.4K -385 -0.6%
IFWM
25
Institute for Wealth Management
Colorado
$5.01M -$140K -1,298 -3%
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