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Invesco Dorsey Wright Industrials Momentum ETF
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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
$3.1M
3
LPL Financial
LPL Financial
California
$6.25M
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
$8.8M
2
UWS
Unique Wealth Strategies
Illinois
$800K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$271K
4
SOS
Silver Oak Securities
Tennessee
$1.36M
5
SC
Scotia Capital
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$18.2M +$709K +5,080 +4%
TFA
2
Transamerica Financial Advisors
Florida
$15.8M -$188K -1,349 -1%
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$9.1M +$201K +1,442 +2%
Morgan Stanley
4
Morgan Stanley
New York
$8.8M -$4.33M -30,996 -33%
Ameriprise
5
Ameriprise
Minnesota
$6.45M -$217K -1,558 -3%
LPL Financial
6
LPL Financial
California
$6.25M +$1.68M +12,007 +37%
SAS
7
SMI Advisory Services
Indiana
$4.47M +$4.47M +32,297 New
Bank of America
8
Bank of America
North Carolina
$4.11M -$99.6K -714 -2%
LNC
9
Lincoln National Corp
Pennsylvania
$3.95M -$270K -1,938 -6%
FMP
10
Financial Management Professionals
Texas
$3.7M -$315K -2,255 -8%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$3.1M +$2.31M +16,531 +289%
TAF
12
Tredje AP-fonden
Sweden
$2.23M – – –
GCA
13
Genesee Capital Advisors
New York
$2.17M -$32.5K -233 -1%
NA
14
NewEdge Advisors
Louisiana
$2.13M -$297K -2,128 -12%
UBS Group
15
UBS Group
Switzerland
$1.97M -$13.7K -98 -0.7%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$1.96M +$252K +1,808 +15%
IWM
17
IHT Wealth Management
Illinois
$1.52M +$1.52M +10,882 New
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$1.47M -$537K -3,846 -27%
Osaic Holdings
19
Osaic Holdings
Arizona
$1.4M -$311K -2,231 -18%
SOS
20
Silver Oak Securities
Tennessee
$1.36M -$622K -4,457 -31%
SAM
21
SignalPoint Asset Management
Missouri
$1.23M -$558 -4 -0%
SFI
22
SPC Financial Inc
Maryland
$1.05M +$32.5K +233 +3%
PAG
23
Private Advisor Group
New Jersey
$1.03M +$627K +4,494 +156%
AAS
24
Avantax Advisory Services
Texas
$896K -$42.3K -303 -5%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$844K +$844K +6,050 New
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