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Invesco Dorsey Wright Financial Momentum ETF
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Overview Fund Activity

29 hedge funds and large institutions have $36.9M invested in Invesco Dorsey Wright Financial Momentum ETF in 2024 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 8 increasing their positions, 8 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
29
Holders Change
-3
Holders Change %
-9.38%
% of All Funds
0.42%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
8
Reduced
8
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$1.82M
2
GM
2
GeoWealth Management
Illinois
$486K
3
GCA
3
Genesee Capital Advisors
New York
$1.52M
4
Morgan Stanley
4
Morgan Stanley
New York
$2.07M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$435K

Top Sellers

1
Janney Montgomery Scott
1
Janney Montgomery Scott
Pennsylvania
$6.58M
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
AP
3
Advisors Preferred
Maryland
$0
4
LPL Financial
4
LPL Financial
California
$805K
5
UBS Group
5
UBS Group
Switzerland
$623K
Name Holding Trade Value Shares
Change 		Shares
Change %
CFD
26
Creative Financial Designs
Indiana
$1.12K – – –
TRCT
27
Tower Research Capital (TRC)
New York
$1.07K – – –
CAS
28
Coppell Advisory Solutions
Texas
$635 +$635 +13 New
Wells Fargo
29
Wells Fargo
California
$54 – – –
Citadel Advisors
30
Citadel Advisors
Florida
– -$415K -8,355 Closed
AP
31
Advisors Preferred
Maryland
– -$186K -3,785 Closed
Northwestern Mutual Wealth Management
32
Northwestern Mutual Wealth Management
Wisconsin
– -$7.51K -151 Closed
HI
33
Harbour Investments
Wisconsin
– -$1.69K -34 Closed
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