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Invesco Dorsey Wright Financial Momentum ETF

39 hedge funds and large institutions have $49.8M invested in Invesco Dorsey Wright Financial Momentum ETF in 2024 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 12 increasing their positions, 6 reducing their positions, and 3 closing their positions.

Holders
39
Holders Change
+7
Holders Change %
+21.88%
% of All Funds
0.52%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
12
Reduced
6
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
TFA
1
Transamerica Financial Advisors
Florida
$16.1M 282,778 +12,191 +5%
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$6.78M 118,965 -907 -0.8%
Bank of America
3
Bank of America
North Carolina
$3.27M 57,277 +492 +0.9%
Morgan Stanley
4
Morgan Stanley
New York
$2.52M 44,240 +4,668 +12%
RAS
5
RPS Advisory Solutions
Kentucky
$2.45M 43,038 +43,038 New
SOS
6
Silver Oak Securities
Tennessee
$2.19M 38,596 -234 -0.6%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$2.13M 37,349 +33 +0.1%
GCA
8
Genesee Capital Advisors
New York
$1.72M 30,247 -948 -3%
BCI
9
Blue Capital Inc
Nebraska
$1.54M 26,965 +26,965 New
LPL Financial
10
LPL Financial
California
$1.29M 22,698 +2,292 +11%
Osaic Holdings
11
Osaic Holdings
Arizona
$1.06M 18,639 +580 +3%
SFI
12
SPC Financial Inc
Maryland
$966K 16,947 +55 +0.3%
SAM
13
SignalPoint Asset Management
Missouri
$922K 16,177 -331 -2%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$853K 14,964 +9,967 +199%
FHC
15
First Heartland Consultants
Missouri
$778K 13,653 +13,653 New
UBS Group
16
UBS Group
Switzerland
$748K 13,124 -37 -0.3%
LWANC
17
Laurel Wealth Advisors (North Carolina)
North Carolina
$557K 9,775 +9,775 New
SS
18
Sunbelt Securities
Texas
$481K 8,477 +8,477 New
CIA
19
Concurrent Investment Advisors
Florida
$439K 7,704 +7,704 New
Goldman Sachs
20
Goldman Sachs
New York
$380K 6,660
Citadel Advisors
21
Citadel Advisors
Florida
$341K 5,975 +5,975 New
SM
22
Sensible Money
Arizona
$341K 5,973
ADL
23
Asset Dedication LLC
California
$341K 5,973
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$310K 5,442 +49 +0.9%
Raymond James Financial
25
Raymond James Financial
Florida
$305K 5,357 +5,357 New