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Invesco Dorsey Wright Industrials Momentum ETF
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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
+$3.48M
2
FFS
Founders Financial Securities
Maryland
+$1.99M
3
LPL Financial
LPL Financial
California
+$1.2M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$1.13M
5
Baird Financial Group
Baird Financial Group
Wisconsin
+$991K

Top Sellers

1
SAS
SMI Advisory Services
Indiana
-$4.47M
2
LNC
Lincoln National Corp
Pennsylvania
-$3.95M
3
IWM
IHT Wealth Management
Illinois
-$1.52M
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$966K
5
OMC
Old Mission Capital
Illinois
-$708K
Name Holding Trade Value Shares
Change 		Shares
Change %
CT
51
Colonial Trust
South Carolina
$69.2K – – –
Belvedere Trading
52
Belvedere Trading
Illinois
$47.5K +$47.5K +356 New
RIA
53
Realta Investment Advisors
Delaware
$47.1K – – –
Fidelity Investments
54
Fidelity Investments
Massachusetts
$46K +$26.4K +198 +135%
LIA
55
Lynx Investment Advisory
District of Columbia
$40.1K +$40.1K +301 New
GWM
56
Geneos Wealth Management
Colorado
$40K – – –
IAIM
57
International Assets Investment Management
Florida
$33.3K +$33.3K +250 New
NRC
58
New Republic Capital
North Carolina
$23.3K – – –
PNC Financial Services Group
59
PNC Financial Services Group
Pennsylvania
$20K – – –
SWM
60
Spire Wealth Management
Virginia
$13.3K – – –
Carson Wealth (CWM LLC)
61
Carson Wealth (CWM LLC)
Nebraska
$10K – – –
GRP
62
Global Retirement Partners
California
$9.08K -$1.34K -10 -13%
CA
63
Continuum Advisory
Idaho
$8.93K – – –
CAM
64
Creekmur Asset Management
Illinois
$7.68K – – –
Comerica Bank
65
Comerica Bank
Texas
$7.2K +$5.07K +38 +238%
Qube Research & Technologies (QRT)
66
Qube Research & Technologies (QRT)
United Kingdom
$5.87K -$1.07K -8 -15%
SWA
67
SOA Wealth Advisors
New York
$5.57K – – –
Northwestern Mutual Wealth Management
68
Northwestern Mutual Wealth Management
Wisconsin
$2K +$2K +15 New
LC
69
Lindbrook Capital
California
$267 – – –
JPMorgan Chase & Co
70
JPMorgan Chase & Co
New York
$133 – – –
HNB
71
Huntington National Bank
Ohio
$133 -$140 – –
SAS
72
SMI Advisory Services
Indiana
– -$4.47M -32,297 Closed
LNC
73
Lincoln National Corp
Pennsylvania
– -$3.95M -28,302 Closed
IWM
74
IHT Wealth Management
Illinois
– -$1.52M -10,882 Closed
OMC
75
Old Mission Capital
Illinois
– -$708K -5,070 Closed
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