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Invesco Dorsey Wright Industrials Momentum ETF
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Overview Fund Activity

52 hedge funds and large institutions have $41.7M invested in Invesco Dorsey Wright Industrials Momentum ETF in 2022 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 11 increasing their positions, 21 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
52
Holders Change
-3
Holders Change %
-5.45%
% of All Funds
0.84%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
11
Reduced
21
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NA
NewEdge Advisors
Louisiana
$635K
2
OC
Oppenheimer & Co
New York
$489K
3
Citadel Advisors
Citadel Advisors
Florida
$970K
4
MCC
Money Concepts Capital
Florida
$164K
5
TAF
Tredje AP-fonden
Sweden
$1.5M

Top Sellers

1
TRCT
Tower Research Capital (TRC)
New York
$0
2
LPL Financial
LPL Financial
California
$2.48M
3
SOS
Silver Oak Securities
Tennessee
$0
4
LNC
Lincoln National Corp
Pennsylvania
$2.73M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$561K
Name Holding Trade Value Shares
Change 		Shares
Change %
Osaic Holdings
26
Osaic Holdings
Arizona
$210K -$207K -2,390 -50%
JFA
27
JNBA Financial Advisors
Minnesota
$173K -$5.01K -58 -3%
MCC
28
Money Concepts Capital
Florida
$164K +$150K +1,736 +1,072%
MIM
29
MTM Investment Management
South Carolina
$152K – – –
LFG
30
Larson Financial Group
Missouri
$140K -$4.41K -51 -3%
GRP
31
Global Retirement Partners
California
$140K +$518 +6 +0.4%
Rockefeller Capital Management
32
Rockefeller Capital Management
New York
$109K +$428 +5 +0.4%
DWMG
33
DB Wealth Management Group
California
$107K -$6.48K -75 -6%
ASN
34
Advisory Services Network
Georgia
$106K +$106K +1,228 New
CAL
35
Capital Analysts LLC
Pennsylvania
$92K +$86 +1 +0.1%
BAM
36
Bellevue Asset Management
Washington
$78.1K – – –
Qube Research & Technologies (QRT)
37
Qube Research & Technologies (QRT)
United Kingdom
$67.8K +$67.8K +785 New
William Blair & Company
38
William Blair & Company
Illinois
$65.7K +$65.7K +761 New
HI
39
Harbour Investments
Wisconsin
$60K +$86 +1 +0.1%
PA
40
Parallel Advisors
California
$49.2K – – –
IA
41
IFP Advisors
Florida
$35K -$36.3K -602 -51%
RIA
42
Realta Investment Advisors
Delaware
$34.8K -$32.5K -376 -48%
GWM
43
Geneos Wealth Management
Colorado
$25.9K – – –
TFA
44
Transamerica Financial Advisors
Florida
$13K – – –
PNC Financial Services Group
45
PNC Financial Services Group
Pennsylvania
$13K – – –
EWA
46
EverSource Wealth Advisors
Alabama
$8.64K +$8.64K +100 New
Carson Wealth (CWM LLC)
47
Carson Wealth (CWM LLC)
Nebraska
$6K – – –
TFGT
48
TS Financial Group (TSFG)
Illinois
$4K – – –
SWA
49
SOA Wealth Advisors
New York
$3.58K – – –
Simplex Trading
50
Simplex Trading
Illinois
$2K +$2K +32 New
1
2
3