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Invesco Dorsey Wright Industrials Momentum ETF
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Overview Fund Activity

103 hedge funds and large institutions have $232M invested in Invesco Dorsey Wright Industrials Momentum ETF in 2024 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 34 increasing their positions, 22 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
103
Holders Change
+22
Holders Change %
+27.16%
% of All Funds
1.37%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
28
Increased
34
Reduced
22
Closed
4
Calls
$615K
Puts
$1.69M
Net Calls
-$1.08M
Net Calls Change
-$770K

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
$13.1M
2
Morgan Stanley
Morgan Stanley
New York
$26.6M
3
UBS Group
UBS Group
Switzerland
$6.49M
4
Goldman Sachs
Goldman Sachs
New York
$3.32M
5
Wells Fargo
Wells Fargo
California
$26.9M

Top Sellers

1
FFS
Founders Financial Securities
Maryland
$599K
2
TAF
Tredje AP-fonden
Sweden
$1.3M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$331K
4
GCA
Genesee Capital Advisors
New York
$2.28M
5
TRCT
Tower Research Capital (TRC)
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CIA
51
Concurrent Investment Advisors
Florida
$439K +$439K +2,857 New
HWAM
52
Hennion & Walsh Asset Management
New Jersey
$423K – – –
P
53
&Partners
Tennessee
$384K +$384K +2,423 New
MWM
54
MinichMacGregor Wealth Management
New York
$374K -$3.54K -23 -0.9%
WCM
55
WealthBridge Capital Management
Ohio
$370K +$154 +1 +0%
GT
56
Glenmede Trust
Pennsylvania
$367K -$7.84K -51 -2%
WFC
57
Western Financial Corp
California
$364K -$2.77K -18 -0.8%
Susquehanna International Group
58
Susquehanna International Group
Pennsylvania
$331K -$778K -5,060 -70%
NWM
59
Nova Wealth Management
Florida
$331K +$331K +2,151 New
PJSIMP
60
P.J. Schmidt Investment Management (PJS)
Wisconsin
$312K +$312K +2,030 New
LFG
61
Larson Financial Group
Missouri
$304K +$1.85K +12 +0.6%
ASN
62
Advisory Services Network
Georgia
$291K +$291K +1,891 New
HP
63
Holistic Planning
Texas
$266K – – –
PAG
64
Private Advisory Group
Washington
$265K +$44.9K +292 +20%
CFP
65
Comprehensive Financial Planning
Pennsylvania
$259K +$259K +1,687 New
MIM
66
MTM Investment Management
South Carolina
$255K – – –
TWM
67
Trueblood Wealth Management
Ohio
$236K +$236K +1,536 New
JFA
68
JNBA Financial Advisors
Minnesota
$229K -$2.31K -15 -1%
SS
69
Sunbelt Securities
Texas
$216K +$130K +841 +150%
CIBC World Market
70
CIBC World Market
Ontario, Canada
$215K -$53.8K -350 -20%
Baird Financial Group
71
Baird Financial Group
Wisconsin
$213K -$24.4K -159 -10%
MWM
72
MGB Wealth Management
Texas
$139K +$4.61K +30 +3%
SWM
73
Spire Wealth Management
Virginia
$132K +$109K +710 +473%
CT
74
Colonial Trust
South Carolina
$119K – – –
BAM
75
Bellevue Asset Management
Washington
$115K – – –
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