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Invesco Dorsey Wright Industrials Momentum ETF
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Overview Fund Activity

81 hedge funds and large institutions have $188M invested in Invesco Dorsey Wright Industrials Momentum ETF in 2024 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 25 increasing their positions, 19 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
81
Holders Change
+11
Holders Change %
+15.71%
% of All Funds
1.17%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
18
Increased
25
Reduced
19
Closed
6
Calls
$612K
Puts
$918K
Net Calls
-$306K
Net Calls Change
+$228K

Top Buyers

1
HighTower Advisors
HighTower Advisors
Illinois
+$19.2M
2
Morgan Stanley
Morgan Stanley
New York
+$11.1M
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$6.46M
4
LPL Financial
LPL Financial
California
+$4.45M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$3.84M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$983K
2
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$931K
3
Baird Financial Group
Baird Financial Group
Wisconsin
-$901K
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$892K
5
SS
Sunbelt Securities
Texas
-$439K
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$1.13M +$350K +2,291 +45%
SFI
27
SPC Financial Inc
Maryland
$1.13M -$41.5K -271 -4%
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
$1.1M -$264K -1,726 -19%
AAS
29
Avantax Advisory Services
Texas
$1,000K -$28.5K -186 -3%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$975K -$892K -5,828 -48%
Mirae Asset Global Investments
31
Mirae Asset Global Investments
South Korea
$868K +$868K +5,700 New
AFWM
32
AMJ Financial Wealth Management
Virginia
$826K +$826K +5,396 New
BAM
33
Belpointe Asset Management
Nevada
$745K +$123K +806 +20%
NFW
34
Noble Family Wealth
Florida
$709K -$9.64K -63 -1%
SFPG
35
Stonebridge Financial Planning Group
Florida
$701K -$30.4K -199 -4%
JWCA
36
J.W. Cole Advisors
Florida
$679K +$55.5K +363 +9%
FA
37
Fagan Associates
New York
$627K +$627K +4,100 New
MML Investors Services
38
MML Investors Services
Massachusetts
$593K +$68.5K +448 +13%
HWAM
39
Hennion & Walsh Asset Management
New Jersey
$419K +$419K +2,750 New
MWM
40
MinichMacGregor Wealth Management
New York
$375K +$375K +2,454 New
GT
41
Glenmede Trust
Pennsylvania
$373K – – –
WCM
42
WealthBridge Capital Management
Ohio
$368K – – –
WFC
43
Western Financial Corp
California
$365K +$365K +2,384 New
KAS
44
Kestra Advisory Services
Texas
$343K +$93.9K +614 +38%
PFS
45
Prospera Financial Services
Texas
$329K +$329K +2,150 New
KWA
46
Kingswood Wealth Advisors
California
$320K +$320K +2,090 New
LFG
47
Larson Financial Group
Missouri
$300K +$14.5K +95 +5%
TRCT
48
Tower Research Capital (TRC)
New York
$278K +$278K +1,814 New
RAS
49
RPS Advisory Solutions
Kentucky
$271K +$21.1K +138 +8%
CIBC World Market
50
CIBC World Market
Ontario, Canada
$268K +$268K +1,750 New
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