PEZ icon

Invesco Dorsey Wright Consumer Cyclicals Momentum ETF

19 hedge funds and large institutions have $6.61M invested in Invesco Dorsey Wright Consumer Cyclicals Momentum ETF in 2023 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 9 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
19
Holders Change
Holders Change %
0%
% of All Funds
0.3%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
1
Reduced
9
Closed
2
Calls
$227K
Puts
Net Calls
+$227K
Net Calls Change
-$202K
Name Holding Trade Value Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$1.82M -$64K -987 -3%
Morgan Stanley
2
Morgan Stanley
New York
$1.28M -$235K -3,631 -15%
LPL Financial
3
LPL Financial
California
$701K -$6.48K -100 -0.9%
SAM
4
SignalPoint Asset Management
Missouri
$652K -$29.7K -458 -4%
Citadel Advisors
5
Citadel Advisors
Florida
$489K +$489K +7,542 New
Wells Fargo
6
Wells Fargo
California
$464K -$238K -3,680 -34%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$378K -$123K -1,896 -25%
FTUS
8
Flow Traders U.S.
New York
$210K -$39.1K -605 -16%
Comerica Bank
9
Comerica Bank
Texas
$162K +$162K +2,500 New
UBS Group
10
UBS Group
Switzerland
$142K -$10.4K -160 -7%
Osaic Holdings
11
Osaic Holdings
Arizona
$136K -$63.7K -982 -32%
PTC
12
Private Trust Company
Ohio
$123K
BAM
13
Bellevue Asset Management
Washington
$23.9K
Carson Wealth (CWM LLC)
14
Carson Wealth (CWM LLC)
Nebraska
$9K
MIM
15
MTM Investment Management
South Carolina
$5.31K
CCA
16
Column Capital Advisors
Indiana
$5.19K
AWM
17
Avior Wealth Management
Nebraska
$4.73K
TFA
18
Transamerica Financial Advisors
Florida
$1K +$400 +2 +67%
DWMG
19
DB Wealth Management Group
California
$454
FA
20
Fortis Advisors
Pennsylvania
-$15K -15,005 Closed
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
-$12K -168 Closed