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Invesco Dorsey Wright Financial Momentum ETF

24 hedge funds and large institutions have $9.95M invested in Invesco Dorsey Wright Financial Momentum ETF in 2023 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, 8 reducing their positions, and 5 closing their positions.

Holders
24
Holders Change
-2
Holders Change %
-7.69%
% of All Funds
0.35%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
4
Reduced
8
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
$2.79M 62,028 -8,644 -12%
Morgan Stanley
2
Morgan Stanley
New York
$1.66M 36,890 +17,319 +88%
SAM
3
SignalPoint Asset Management
Missouri
$757K 16,849
LPL Financial
4
LPL Financial
California
$750K 16,670 -4,187 -20%
UBS Group
5
UBS Group
Switzerland
$589K 13,097 -48 -0.4%
Ameriprise
6
Ameriprise
Minnesota
$549K 12,206 -5,171 -30%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$359K 7,987 +348 +5%
Janney Montgomery Scott
8
Janney Montgomery Scott
Pennsylvania
$356K 7,926 +6 +0.1%
Goldman Sachs
9
Goldman Sachs
New York
$300K 6,660
ADL
10
Asset Dedication LLC
California
$269K 5,973
SM
11
Sensible Money
Arizona
$269K 5,973
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$265K 5,886 +5,886 New
HighTower Advisors
13
HighTower Advisors
Illinois
$236K 5,226 +4 +0.1%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$210K 4,672 -601 -11%
Comerica Bank
15
Comerica Bank
Texas
$175K 3,900
Osaic Holdings
16
Osaic Holdings
Arizona
$109K 2,428 -776 -24%
TFA
17
Transamerica Financial Advisors
Florida
$104K 2,294 -2,707 -54%
AP
18
Advisors Preferred
Maryland
$96.3K 2,171 +2,171 New
BAM
19
Bellevue Asset Management
Washington
$66.2K 1,472
GWM
20
Geneos Wealth Management
Colorado
$27K 600
ASN
21
Advisory Services Network
Georgia
$6.21K 138 +138 New
Carson Wealth (CWM LLC)
22
Carson Wealth (CWM LLC)
Nebraska
$6K 134 -412 -75%
HI
23
Harbour Investments
Wisconsin
$1.53K 34
CFD
24
Creative Financial Designs
Indiana
$1.03K 23
Wells Fargo
25
Wells Fargo
California
-450 Closed