PRN icon

Invesco Dorsey Wright Industrials Momentum ETF
PRN

Overview Fund Activity

70 hedge funds and large institutions have $112M invested in Invesco Dorsey Wright Industrials Momentum ETF in 2024 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 22 increasing their positions, 14 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
70
Holders Change
+4
Holders Change %
+6.06%
% of All Funds
1.02%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
11
Increased
22
Reduced
14
Closed
6
Calls
$133K
Puts
$667K
Net Calls
-$534K
Net Calls Change
-$115K

Top Buyers

1
Osaic Holdings
Osaic Holdings
Arizona
$4.82M
2
FFS
Founders Financial Securities
Maryland
$1.99M
3
LPL Financial
LPL Financial
California
$7.16M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$3.01M
5
Baird Financial Group
Baird Financial Group
Wisconsin
$991K

Top Sellers

1
SAS
SMI Advisory Services
Indiana
$0
2
LNC
Lincoln National Corp
Pennsylvania
$0
3
IWM
IHT Wealth Management
Illinois
$0
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$7.73M
5
OMC
Old Mission Capital
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AAS
26
Avantax Advisory Services
Texas
$896K +$40.1K +301 +5%
UWS
27
Unique Wealth Strategies
Illinois
$800K – – –
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$711K +$234K +1,755 +49%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$678K +$72.5K +544 +12%
SFPG
30
Stonebridge Financial Planning Group
Florida
$637K +$121K +909 +23%
NFW
31
Noble Family Wealth
Florida
$626K – – –
JWCA
32
J.W. Cole Advisors
Florida
$543K -$29.7K -223 -5%
BAM
33
Belpointe Asset Management
Nevada
$542K +$542K +4,061 New
MML Investors Services
34
MML Investors Services
Massachusetts
$457K +$29.7K +223 +7%
SS
35
Sunbelt Securities
Texas
$457K +$382K +2,866 +513%
RJA
36
Raymond James & Associates
Florida
$421K -$4.53K -34 -1%
GT
37
Glenmede Trust
Pennsylvania
$325K – – –
WCM
38
WealthBridge Capital Management
Ohio
$320K – – –
HP
39
Holistic Planning
Texas
$274K – – –
LFG
40
Larson Financial Group
Missouri
$249K +$8.8K +66 +4%
JFA
41
JNBA Financial Advisors
Minnesota
$235K -$12K -90 -5%
MIM
42
MTM Investment Management
South Carolina
$221K – – –
RAS
43
RPS Advisory Solutions
Kentucky
$218K +$218K +1,632 New
KAS
44
Kestra Advisory Services
Texas
$217K +$18.7K +140 +9%
Jane Street
45
Jane Street
New York
$214K +$214K +1,605 New
CAL
46
Capital Analysts LLC
Pennsylvania
$143K – – –
MWM
47
MGB Wealth Management
Texas
$108K +$108K +775 New
BAM
48
Bellevue Asset Management
Washington
$99.3K – – –
HI
49
Harbour Investments
Wisconsin
$79.3K – – –
PA
50
Parallel Advisors
California
$76K – – –
1
2
3 4