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Invesco Dorsey Wright Financial Momentum ETF

27 hedge funds and large institutions have $10.8M invested in Invesco Dorsey Wright Financial Momentum ETF in 2023 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 4 increasing their positions, 16 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
27
Holders Change
-10
Holders Change %
-27.03%
% of All Funds
0.43%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
4
Reduced
16
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$2.77M -$44.2K -1,109 -2%
Morgan Stanley
2
Morgan Stanley
New York
$1.46M -$1M -25,101 -41%
LPL Financial
3
LPL Financial
California
$904K -$2.88M -72,303 -76%
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$816K -$4.62M -115,947 -85%
Ameriprise
5
Ameriprise
Minnesota
$712K -$7.53K -189 -1%
SAM
6
SignalPoint Asset Management
Missouri
$672K
UBS Group
7
UBS Group
Switzerland
$513K -$22K -551 -4%
CI
8
CX Institutional
Indiana
$343K -$120 -3 -0%
TFA
9
Transamerica Financial Advisors
Florida
$335K -$10.8M -270,108 -97%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$324K -$879K -22,055 -73%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$279K +$199 +5 +0.1%
Citadel Advisors
12
Citadel Advisors
Florida
$257K -$207K -5,189 -45%
SM
13
Sensible Money
Arizona
$238K
ADL
14
Asset Dedication LLC
California
$238K
CAN
15
Cetera Advisor Networks
California
$213K -$43.4K -1,089 -17%
HighTower Advisors
16
HighTower Advisors
Illinois
$208K +$120 +3 +0.1%
MIM
17
MTM Investment Management
South Carolina
$117K -$8.37K -210 -7%
Osaic Holdings
18
Osaic Holdings
Arizona
$100K -$39.9K -1,002 -28%
Wells Fargo
19
Wells Fargo
California
$85.1K -$48.8K -1,224 -36%
BAM
20
Bellevue Asset Management
Washington
$58.7K -$13.5K -340 -19%
TRCT
21
Tower Research Capital (TRC)
New York
$30K +$24.5K +614 +445%
PCMC
22
Private Capital Management (Colorado)
Colorado
$25.9K +$25.9K +651 New
GWM
23
Geneos Wealth Management
Colorado
$23.9K
ASN
24
Advisory Services Network
Georgia
$21.8K -$88.6K -2,224 -80%
HI
25
Harbour Investments
Wisconsin
$8.21K