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Invesco Dorsey Wright Financial Momentum ETF

29 hedge funds and large institutions have $36.9M invested in Invesco Dorsey Wright Financial Momentum ETF in 2024 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 8 increasing their positions, 8 reducing their positions, and 4 closing their positions.

Holders
29
Holders Change
-3
Holders Change %
-9.38%
% of All Funds
0.42%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
8
Reduced
8
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
TFA
1
Transamerica Financial Advisors
Florida
$13.1M 268,458
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$6.58M 134,794 -14,950 -10%
Bank of America
3
Bank of America
North Carolina
$2.76M 56,531 -760 -1%
Morgan Stanley
4
Morgan Stanley
New York
$2.07M 42,395 +2,789 +7%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$1.82M 37,189 +10,783 +41%
GCA
6
Genesee Capital Advisors
New York
$1.52M 31,118 +4,713 +18%
SOS
7
Silver Oak Securities
Tennessee
$1.29M 26,490 -557 -2%
Osaic Holdings
8
Osaic Holdings
Arizona
$898K 18,378 -882 -5%
SFI
9
SPC Financial Inc
Maryland
$851K 17,414 +837 +5%
SAM
10
SignalPoint Asset Management
Missouri
$818K 16,743 -70 -0.4%
LPL Financial
11
LPL Financial
California
$805K 16,484 -1,641 -9%
UBS Group
12
UBS Group
Switzerland
$623K 12,760 -900 -7%
Ameriprise
13
Ameriprise
Minnesota
$585K 11,975 +23 +0.2%
UWS
14
Unique Wealth Strategies
Illinois
$504K 10,135
GM
15
GeoWealth Management
Illinois
$486K 9,948 +9,948 New
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$435K 8,903 +2,151 +32%
Goldman Sachs
17
Goldman Sachs
New York
$325K 6,660
SM
18
Sensible Money
Arizona
$292K 5,973
ADL
19
Asset Dedication LLC
California
$292K 5,973
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$261K 5,343 +371 +7%
HighTower Advisors
21
HighTower Advisors
Illinois
$254K 5,195 -32 -0.6%
Comerica Bank
22
Comerica Bank
Texas
$190K 3,900
BAM
23
Bellevue Asset Management
Washington
$71.9K 1,472
GWM
24
Geneos Wealth Management
Colorado
$29.3K 600
Carson Wealth (CWM LLC)
25
Carson Wealth (CWM LLC)
Nebraska
$7K 136 +2 +1%