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Invesco Dorsey Wright Financial Momentum ETF

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.

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
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$3M 71,174 +1,711 +2%
Morgan Stanley
2
Morgan Stanley
New York
$935K 22,216 -14,468 -39%
LPL Financial
3
LPL Financial
California
$920K 21,851 -836 -4%
Ameriprise
4
Ameriprise
Minnesota
$738K 17,540 -319 -2%
SAM
5
SignalPoint Asset Management
Missouri
$710K 16,870
UBS Group
6
UBS Group
Switzerland
$629K 14,936 +2,060 +16%
Janney Montgomery Scott
7
Janney Montgomery Scott
Pennsylvania
$345K 8,190 -12,283 -60%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$293K 6,955 +6,955 New
Goldman Sachs
9
Goldman Sachs
New York
$280K 6,660 +6,660 New
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$266K 6,306 -1,821 -22%
SM
11
Sensible Money
Arizona
$251K 5,973
ADL
12
Asset Dedication LLC
California
$251K 5,973
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$239K 5,684 -1,322 -19%
HighTower Advisors
14
HighTower Advisors
Illinois
$219K 5,219 +1 +0%
TFA
15
Transamerica Financial Advisors
Florida
$217K 5,141 -3,241 -39%
CAN
16
Cetera Advisor Networks
California
$211K 5,022 -321 -6%
Osaic Holdings
17
Osaic Holdings
Arizona
$95.6K 2,272 -249 -10%
Wells Fargo
18
Wells Fargo
California
$90.2K 2,144 +8 +0.4%
BAM
19
Bellevue Asset Management
Washington
$61.9K 1,472
PA
20
Parallel Advisors
California
$55.8K 1,326 +1,326 New
TRCT
21
Tower Research Capital (TRC)
New York
$31.4K 746 -6 -0.8%
PCMC
22
Private Capital Management (Colorado)
Colorado
$27.4K 651
GWM
23
Geneos Wealth Management
Colorado
$25.2K 600
HI
24
Harbour Investments
Wisconsin
$8.67K 206
Carson Wealth (CWM LLC)
25
Carson Wealth (CWM LLC)
Nebraska
$6K 132