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Invesco Dorsey Wright Consumer Cyclicals Momentum ETF
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Overview Fund Activity

22 hedge funds and large institutions have $7.84M invested in Invesco Dorsey Wright Consumer Cyclicals Momentum ETF in 2023 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 12 reducing their positions, and 6 closing their positions.

Holders
22
Holders Change
-5
Holders Change %
-18.52%
% of All Funds
0.35%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
1
Reduced
12
Closed
6
Calls
–
Puts
$247K
Net Calls
-$247K
Net Calls Change
-$798K

Top Buyers

1
AWM
1
Avior Wealth Management
Nebraska
$5.02K
2
FA
2
Fortis Advisors
Pennsylvania
$14.9K

Top Sellers

1
CWA
1
Capital Wealth Alliance
Arizona
$0
2
FTUS
2
Flow Traders U.S.
New York
$440K
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
Wells Fargo
4
Wells Fargo
California
$811K
5
UBS Group
5
UBS Group
Switzerland
$160K
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$2.01M 29,255 -1,943 -6%
Morgan Stanley
2
Morgan Stanley
New York
$1.65M 23,956 -535 -2%
Wells Fargo
3
Wells Fargo
California
$811K 11,803 -3,893 -25%
LPL Financial
4
LPL Financial
California
$779K 11,332 -1,185 -9%
SAM
5
SignalPoint Asset Management
Missouri
$722K 10,512 – –
Citadel Advisors
6
Citadel Advisors
Florida
$508K 7,390 -417 -5%
FTUS
7
Flow Traders U.S.
New York
$440K 6,405 -5,342 -45%
Goldman Sachs
8
Goldman Sachs
New York
$319K 4,636 -280 -6%
Osaic Holdings
9
Osaic Holdings
Arizona
$214K 3,128 -17 -0.5%
UBS Group
10
UBS Group
Switzerland
$160K 2,334 -3,232 -58%
PTC
11
Private Trust Company
Ohio
$131K 1,900 – –
BAM
12
Bellevue Asset Management
Washington
$25.4K 369 -160 -30%
FA
13
Fortis Advisors
Pennsylvania
$14.9K 14,866 +1,064 +8%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$14K 200 -208 -51%
ASN
15
Advisory Services Network
Georgia
$12.9K 188 – –
Carson Wealth (CWM LLC)
16
Carson Wealth (CWM LLC)
Nebraska
$10K 142 – –
AWM
17
Accel Wealth Management
Iowa
$5.98K 87 – –
MIM
18
MTM Investment Management
South Carolina
$5.64K 82 – –
CCA
19
Column Capital Advisors
Indiana
$5.5K 80 – –
AWM
20
Avior Wealth Management
Nebraska
$5.02K 73 +73 New
TFA
21
Transamerica Financial Advisors
Florida
$2K 16 -7 -30%
DWMG
22
DB Wealth Management Group
California
$481 7 – –
CWA
23
Capital Wealth Alliance
Arizona
– – -6,183 Closed
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
– – -5,263 Closed
Rockefeller Capital Management
25
Rockefeller Capital Management
New York
– – -1,365 Closed
1
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