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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 %
Wells Fargo
1
Wells Fargo
California
$14.8M -$372K -3,139 -2%
TFA
2
Transamerica Financial Advisors
Florida
$13.6M -$1.44M -12,119 -10%
Morgan Stanley
3
Morgan Stanley
New York
$11.1M +$5.69M +48,073 +105%
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$7.55M -$137K -1,157 -2%
Ameriprise
5
Ameriprise
Minnesota
$5.66M -$302K -2,546 -5%
LPL Financial
6
LPL Financial
California
$3.88M +$73.7K +622 +2%
LNC
7
Lincoln National Corp
Pennsylvania
$3.58M -$247K -2,085 -6%
Bank of America
8
Bank of America
North Carolina
$3.57M -$93.8K -792 -3%
FMP
9
Financial Management Professionals
Texas
$3.41M -$224K -1,889 -6%
UWS
10
Unique Wealth Strategies
Illinois
$3.28M +$3.28M +27,696 New
NA
11
NewEdge Advisors
Louisiana
$2.06M -$43.2K -365 -2%
TAF
12
Tredje AP-fonden
Sweden
$1.9M -$78.7K -1,083 -4%
GCA
13
Genesee Capital Advisors
New York
$1.87M +$91.9K +776 +5%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$1.71M +$143K +1,203 +9%
UBS Group
15
UBS Group
Switzerland
$1.68M -$477K -4,028 -22%
SOS
16
Silver Oak Securities
Tennessee
$1.68M +$564K +4,760 +50%
Osaic Holdings
17
Osaic Holdings
Arizona
$1.45M +$189K +1,592 +15%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$1.45M +$253K +2,134 +21%
SAM
19
SignalPoint Asset Management
Missouri
$1.04M -$49.1K -415 -4%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$871K +$578K +4,883 +198%
SFI
21
SPC Financial Inc
Maryland
$866K +$7.11K +60 +0.8%
AAS
22
Avantax Advisory Services
Texas
$796K -$15.6K -132 -2%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$677K -$11.1K -94 -2%
SC
24
Scotia Capital
Ontario, Canada
$582K -$9.47K -80 -2%
NFW
25
Noble Family Wealth
Florida
$569K – – –
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