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Invesco Dorsey Wright Financial Momentum ETF

32 hedge funds and large institutions have $37.8M invested in Invesco Dorsey Wright Financial Momentum ETF in 2024 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 9 increasing their positions, 4 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
32
Holders Change
+8
Holders Change %
+33.33%
% of All Funds
0.46%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
9
Reduced
4
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
TFA
1
Transamerica Financial Advisors
Florida
$13.3M +$13.2M +266,164 +11,603%
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$7.44M +$7.05M +141,818 +1,789%
Bank of America
3
Bank of America
North Carolina
$2.85M -$235K -4,737 -8%
Morgan Stanley
4
Morgan Stanley
New York
$1.97M +$135K +2,716 +7%
SOS
5
Silver Oak Securities
Tennessee
$1.34M +$1.34M +27,047 New
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$1.31M +$1.08M +21,734 +465%
GCA
7
Genesee Capital Advisors
New York
$1.31M +$1.31M +26,405 New
Osaic Holdings
8
Osaic Holdings
Arizona
$957K +$837K +16,832 +693%
LPL Financial
9
LPL Financial
California
$901K +$72.3K +1,455 +9%
SAM
10
SignalPoint Asset Management
Missouri
$836K -$1.79K -36 -0.2%
SFI
11
SPC Financial Inc
Maryland
$824K +$824K +16,577 New
UBS Group
12
UBS Group
Switzerland
$679K +$28K +563 +4%
Ameriprise
13
Ameriprise
Minnesota
$594K -$12.6K -254 -2%
UWS
14
Unique Wealth Strategies
Illinois
$504K +$504K +10,135 New
Citadel Advisors
15
Citadel Advisors
Florida
$415K +$415K +8,355 New
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$335K -$61.3K -1,235 -15%
Goldman Sachs
17
Goldman Sachs
New York
$331K
ADL
18
Asset Dedication LLC
California
$297K
SM
19
Sensible Money
Arizona
$297K
HighTower Advisors
20
HighTower Advisors
Illinois
$260K +$50 +1 +0%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$247K +$247K +4,972 New
CAN
22
Cetera Advisor Networks
California
$218K +$218K +4,381 New
Comerica Bank
23
Comerica Bank
Texas
$194K
AP
24
Advisors Preferred
Maryland
$186K +$79.2K +1,614 +74%
BAM
25
Bellevue Asset Management
Washington
$73.2K