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Invesco Dorsey Wright Industrials Momentum ETF
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Overview Fund Activity

64 hedge funds and large institutions have $95.7M invested in Invesco Dorsey Wright Industrials Momentum ETF in 2023 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 14 increasing their positions, 20 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
64
Holders Change
+5
Holders Change %
+8.47%
% of All Funds
0.94%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
11
Increased
14
Reduced
20
Closed
6
Calls
$355K
Puts
$237K
Net Calls
+$118K
Net Calls Change
+$118K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$11.1M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$871K
3
SOS
Silver Oak Securities
Tennessee
$1.68M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$501K
5
MML Investors Services
MML Investors Services
Massachusetts
$329K

Top Sellers

1
TFA
Transamerica Financial Advisors
Florida
$13.6M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$443K
3
Citadel Advisors
Citadel Advisors
Florida
$0
4
UBS Group
UBS Group
Switzerland
$1.68M
5
KWM
Kingsview Wealth Management
Oregon
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$501K +$501K +4,229 New
JWCA
27
J.W. Cole Advisors
Florida
$482K +$69.4K +586 +17%
SFPG
28
Stonebridge Financial Planning Group
Florida
$458K +$47.4K +400 +12%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$443K -$975K -8,231 -69%
WCM
30
WealthBridge Capital Management
Ohio
$430K -$23.3K -197 -5%
RJA
31
Raymond James & Associates
Florida
$400K +$29.8K +252 +8%
PAG
32
Private Advisor Group
New Jersey
$342K -$30.9K -261 -8%
MML Investors Services
33
MML Investors Services
Massachusetts
$329K +$329K +2,781 New
GT
34
Glenmede Trust
Pennsylvania
$288K -$29.6K -250 -9%
Wolverine Trading
35
Wolverine Trading
Illinois
$287K +$287K +2,422 New
HP
36
Holistic Planning
Texas
$232K +$232K +1,961 New
LFG
37
Larson Financial Group
Missouri
$226K +$9.24K +78 +4%
JFA
38
JNBA Financial Advisors
Minnesota
$222K – – –
MIM
39
MTM Investment Management
South Carolina
$196K – – –
DWMG
40
DB Wealth Management Group
California
$168K – – –
CT
41
Colonial Trust
South Carolina
$160K +$160K +1,350 New
CAL
42
Capital Analysts LLC
Pennsylvania
$127K – – –
SS
43
Sunbelt Securities
Texas
$119K +$118 +1 +0.1%
ASN
44
Advisory Services Network
Georgia
$105K +$105K +890 New
BAM
45
Bellevue Asset Management
Washington
$88.3K – – –
GRP
46
Global Retirement Partners
California
$88.1K -$64.8K -564 -42%
HI
47
Harbour Investments
Wisconsin
$70.4K – – –
PA
48
Parallel Advisors
California
$67.5K – – –
GWM
49
Geneos Wealth Management
Colorado
$35.5K – – –
BWM
50
Baystate Wealth Management
Massachusetts
$32K +$32K +270 New
1
2
3