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Invesco Dorsey Wright Industrials Momentum ETF
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Overview Fund Activity

66 hedge funds and large institutions have $114M invested in Invesco Dorsey Wright Industrials Momentum ETF in 2024 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 12 increasing their positions, 25 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
66
Holders Change
+2
Holders Change %
+3.13%
% of All Funds
0.96%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
11
Increased
12
Reduced
25
Closed
7
Calls
$279K
Puts
$698K
Net Calls
-$419K
Net Calls Change
-$537K

Top Buyers

1
SAS
SMI Advisory Services
Indiana
+$4.47M
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$2.31M
3
LPL Financial
LPL Financial
California
+$1.68M
4
IWM
IHT Wealth Management
Illinois
+$1.52M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$844K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$4.33M
2
UWS
Unique Wealth Strategies
Illinois
-$3.07M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$755K
4
SOS
Silver Oak Securities
Tennessee
-$622K
5
SC
Scotia Capital
Ontario, Canada
-$582K
Name Holding Trade Value Shares
Change 		Shares
Change %
UWS
26
Unique Wealth Strategies
Illinois
$800K -$3.07M -21,965 -79%
OMC
27
Old Mission Capital
Illinois
$708K +$708K +5,070 New
NFW
28
Noble Family Wealth
Florida
$655K -$14.5K -104 -2%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$634K +$43.7K +313 +7%
JWCA
30
J.W. Cole Advisors
Florida
$599K +$30.8K +221 +5%
CAN
31
Cetera Advisor Networks
California
$567K +$567K +4,063 New
SFPG
32
Stonebridge Financial Planning Group
Florida
$540K – – –
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$499K -$23K -165 -4%
MML Investors Services
34
MML Investors Services
Massachusetts
$447K +$59.1K +424 +15%
RJA
35
Raymond James & Associates
Florida
$445K -$25.7K -184 -5%
GT
36
Glenmede Trust
Pennsylvania
$340K – – –
WCM
37
WealthBridge Capital Management
Ohio
$335K -$172K -1,232 -34%
HP
38
Holistic Planning
Texas
$274K – – –
Susquehanna International Group
39
Susquehanna International Group
Pennsylvania
$271K -$755K -5,409 -74%
JFA
40
JNBA Financial Advisors
Minnesota
$258K -$2.79K -20 -1%
LFG
41
Larson Financial Group
Missouri
$252K -$14.8K -106 -6%
MIM
42
MTM Investment Management
South Carolina
$232K – – –
GM
43
GeoWealth Management
Illinois
$229K +$229K +1,639 New
KAS
44
Kestra Advisory Services
Texas
$208K +$208K +1,490 New
CIBC World Market
45
CIBC World Market
Ontario, Canada
$202K +$202K +1,450 New
CAL
46
Capital Analysts LLC
Pennsylvania
$149K +$139 +1 +0.1%
BAM
47
Bellevue Asset Management
Washington
$104K – – –
HI
48
Harbour Investments
Wisconsin
$83K – – –
PA
49
Parallel Advisors
California
$79.5K – – –
SS
50
Sunbelt Securities
Texas
$78K -$62.8K -450 -45%
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