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Invesco Dorsey Wright Financial Momentum ETF

26 hedge funds and large institutions have $9.56M invested in Invesco Dorsey Wright Financial Momentum ETF in 2023 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 4 increasing their positions, 13 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
26
Holders Change
-1
Holders Change %
-3.7%
% of All Funds
0.41%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
4
Reduced
13
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$2.93M -$20.8K -502 -0.7%
LPL Financial
2
LPL Financial
California
$864K -$41.2K -994 -5%
Morgan Stanley
3
Morgan Stanley
New York
$810K -$110K -2,645 -12%
Ameriprise
4
Ameriprise
Minnesota
$719K -$6.75K -163 -0.9%
SAM
5
SignalPoint Asset Management
Missouri
$698K -$869 -21 -0.1%
UBS Group
6
UBS Group
Switzerland
$544K -$74.1K -1,791 -12%
Janney Montgomery Scott
7
Janney Montgomery Scott
Pennsylvania
$328K -$11.2K -270 -3%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$317K +$55.3K +1,333 +21%
Goldman Sachs
9
Goldman Sachs
New York
$276K
Citadel Advisors
10
Citadel Advisors
Florida
$258K +$258K +6,237 New
SM
11
Sensible Money
Arizona
$247K
ADL
12
Asset Dedication LLC
California
$247K
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$218K -$17K -411 -7%
HighTower Advisors
14
HighTower Advisors
Illinois
$217K +$125 +3 +0.1%
TFA
15
Transamerica Financial Advisors
Florida
$208K -$5.82K -140 -3%
CAN
16
Cetera Advisor Networks
California
$205K -$2.77K -67 -1%
Comerica Bank
17
Comerica Bank
Texas
$161K +$161K +3,900 New
Osaic Holdings
18
Osaic Holdings
Arizona
$133K +$38.6K +932 +41%
BAM
19
Bellevue Asset Management
Washington
$61.3K
TRCT
20
Tower Research Capital (TRC)
New York
$30.3K -$621 -15 -2%
PCMC
21
Private Capital Management (Colorado)
Colorado
$27K
GWM
22
Geneos Wealth Management
Colorado
$24.8K
Carson Wealth (CWM LLC)
23
Carson Wealth (CWM LLC)
Nebraska
$23K +$17.4K +414 +314%
Wells Fargo
24
Wells Fargo
California
$18.6K -$70.1K -1,694 -79%
HI
25
Harbour Investments
Wisconsin
$1.41K -$7.12K -172 -83%