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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 %
AP
51
Advisors Preferred
Maryland
$28.5K +$28.5K +245 New
NRC
52
New Republic Capital
North Carolina
$20.7K – – –
PNC Financial Services Group
53
PNC Financial Services Group
Pennsylvania
$17.8K – – –
Fidelity Investments
54
Fidelity Investments
Massachusetts
$15K +$15K +127 New
PTC
55
Private Trust Company
Ohio
$14.9K -$7.22K -61 -33%
SWM
56
Spire Wealth Management
Virginia
$11.7K – – –
M
57
MOTCO
Texas
$10.8K – – –
Carson Wealth (CWM LLC)
58
Carson Wealth (CWM LLC)
Nebraska
$9K – – –
CAM
59
Creekmur Asset Management
Illinois
$6.82K +$6.82K +58 New
Qube Research & Technologies (QRT)
60
Qube Research & Technologies (QRT)
United Kingdom
$6.16K – – –
TFGT
61
TS Financial Group (TSFG)
Illinois
$6K – – –
SWA
62
SOA Wealth Advisors
New York
$4.94K – – –
LC
63
Lindbrook Capital
California
$237 – – –
HNB
64
Huntington National Bank
Ohio
$118 -$101 – –
JPMorgan Chase & Co
65
JPMorgan Chase & Co
New York
$118 – – –
Citadel Advisors
66
Citadel Advisors
Florida
– -$814K -8,049 Closed
KWM
67
Kingsview Wealth Management
Oregon
– -$412K -4,077 Closed
IWM
68
IHT Wealth Management
Illinois
– -$402K -3,975 Closed
Mariner
69
Mariner
Kansas
– -$266K -2,636 Closed
RIA
70
Realta Investment Advisors
Delaware
– -$42.4K -403 Closed
AWM
71
Avior Wealth Management
Nebraska
– -$606 -6 Closed
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