PRN icon

Invesco Dorsey Wright Industrials Momentum ETF
PRN

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 %
CT
51
Colonial Trust
South Carolina
$72.4K -$116K -831 -62%
RIA
52
Realta Investment Advisors
Delaware
$49.3K +$49.3K +353 New
GWM
53
Geneos Wealth Management
Colorado
$41.9K – – –
NRC
54
New Republic Capital
North Carolina
$24.4K – – –
PNC Financial Services Group
55
PNC Financial Services Group
Pennsylvania
$20.9K – – –
Fidelity Investments
56
Fidelity Investments
Massachusetts
$20.5K +$2.79K +20 +16%
SWM
57
Spire Wealth Management
Virginia
$14K – – –
GRP
58
Global Retirement Partners
California
$10.9K -$96.4K -689 -90%
Carson Wealth (CWM LLC)
59
Carson Wealth (CWM LLC)
Nebraska
$10K – – –
CA
60
Continuum Advisory
Idaho
$9.32K +$9.32K +67 New
CAM
61
Creekmur Asset Management
Illinois
$8.03K – – –
Qube Research & Technologies (QRT)
62
Qube Research & Technologies (QRT)
United Kingdom
$7.26K – – –
SWA
63
SOA Wealth Advisors
New York
$5.82K – – –
Comerica Bank
64
Comerica Bank
Texas
$2.23K +$2.23K +16 New
LC
65
Lindbrook Capital
California
$279 – – –
HNB
66
Huntington National Bank
Ohio
$140 -$118 – –
JPMorgan Chase & Co
67
JPMorgan Chase & Co
New York
$140 – – –
SC
68
Scotia Capital
Ontario, Canada
– -$582K -4,914 Closed
Wolverine Trading
69
Wolverine Trading
Illinois
– -$287K -2,422 Closed
ASN
70
Advisory Services Network
Georgia
– -$105K -890 Closed
AP
71
Advisors Preferred
Maryland
– -$28.5K -245 Closed
PTC
72
Private Trust Company
Ohio
– -$14.9K -126 Closed
M
73
MOTCO
Texas
– -$10.8K -91 Closed
TFGT
74
TS Financial Group (TSFG)
Illinois
– -$6K -50 Closed
1 2
3