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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
$21.6M
3
RJFSA
Raymond James Financial Services Advisors
Florida
$9.45M
4
LPL Financial
LPL Financial
California
$12.7M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$4.66M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$0
2
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$7.94M
3
Baird Financial Group
Baird Financial Group
Wisconsin
$237K
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$975K
5
SS
Sunbelt Securities
Texas
$85.5K
Name Holding Trade Value Shares
Change 		Shares
Change %
HP
51
Holistic Planning
Texas
$265K -$35.5K -232 -12%
MIM
52
MTM Investment Management
South Carolina
$255K – – –
Baird Financial Group
53
Baird Financial Group
Wisconsin
$237K -$901K -5,885 -79%
JFA
54
JNBA Financial Advisors
Minnesota
$230K -$39.8K -260 -15%
PAG
55
Private Advisory Group
Washington
$219K +$219K +1,431 New
MWM
56
MGB Wealth Management
Texas
$134K +$15.3K +100 +13%
CT
57
Colonial Trust
South Carolina
$118K +$39K +255 +49%
BAM
58
Bellevue Asset Management
Washington
$114K – – –
HI
59
Harbour Investments
Wisconsin
$91K – – –
PA
60
Parallel Advisors
California
$87.2K – – –
SS
61
Sunbelt Securities
Texas
$85.5K -$439K -2,866 -84%
Fidelity Investments
62
Fidelity Investments
Massachusetts
$61.7K +$9.02K +59 +17%
Jones Financial Companies
63
Jones Financial Companies
Missouri
$58.3K +$58.3K +383 New
RIA
64
Realta Investment Advisors
Delaware
$54.5K -$1.59K -10 -3%
HWM
65
Hemington Wealth Management
Virginia
$49K +$49K +318 New
GWM
66
Geneos Wealth Management
Colorado
$45.9K – – –
TC
67
Truvestments Capital
Florida
$30.6K +$30.6K +200 New
Belvedere Trading
68
Belvedere Trading
Illinois
$28.2K -$26.3K -172 -48%
NRC
69
New Republic Capital
North Carolina
$26.8K – – –
PNC Financial Services Group
70
PNC Financial Services Group
Pennsylvania
$22.9K – – –
SWM
71
Spire Wealth Management
Virginia
$22.9K +$7.65K +50 +50%
CA
72
Continuum Advisory
Idaho
$11.4K – – –
Carson Wealth (CWM LLC)
73
Carson Wealth (CWM LLC)
Nebraska
$11K – – –
GRP
74
Global Retirement Partners
California
$10.4K – – –
CAM
75
Creekmur Asset Management
Illinois
$8.82K – – –
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