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Invesco Dorsey Wright Financial Momentum ETF
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Overview Fund Activity

27 hedge funds and large institutions have $9.9M invested in Invesco Dorsey Wright Financial Momentum ETF in 2023 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 4 increasing their positions, 10 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
27
Holders Change
–
Holders Change %
0%
% of All Funds
0.43%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
4
Reduced
10
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$293K
2
Goldman Sachs
2
Goldman Sachs
New York
$280K
3
UBS Group
3
UBS Group
Switzerland
$629K
4
Bank of America
4
Bank of America
North Carolina
$3M
5
PA
5
Parallel Advisors
California
$55.8K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$935K
2
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$345K
3
CI
3
CX Institutional
Indiana
$0
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
TFA
5
Transamerica Financial Advisors
Florida
$217K
Name Holding Trade Value Shares
Change 		Shares
Change %
CFD
26
Creative Financial Designs
Indiana
$968 +$968 +23 New
Fidelity Investments
27
Fidelity Investments
Massachusetts
$42 +$42 +1 New
CI
28
CX Institutional
Indiana
– -$343K -8,602 Closed
Citadel Advisors
29
Citadel Advisors
Florida
– -$257K -6,441 Closed
MIM
30
MTM Investment Management
South Carolina
– -$117K -2,930 Closed
ASN
31
Advisory Services Network
Georgia
– -$21.8K -546 Closed
Bank of Montreal
32
Bank of Montreal
Ontario, Canada
– -$570 -13 Closed
1
2