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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 %
Wells Fargo
1
Wells Fargo
California
$23.7M +$2.93M +19,147 +14%
Morgan Stanley
2
Morgan Stanley
New York
$21.6M +$11.1M +72,547 +106%
HighTower Advisors
3
HighTower Advisors
Illinois
$19.2M +$19.2M +125,863 New
TFA
4
Transamerica Financial Advisors
Florida
$17.3M -$33.5K -219 -0.2%
LPL Financial
5
LPL Financial
California
$12.7M +$4.45M +29,068 +54%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$9.45M +$6.46M +42,241 +216%
Janney Montgomery Scott
7
Janney Montgomery Scott
Pennsylvania
$7.94M -$931K -6,086 -11%
Ameriprise
8
Ameriprise
Minnesota
$7.32M -$70.7K -462 -1%
Osaic Holdings
9
Osaic Holdings
Arizona
$5.7M +$169K +1,106 +3%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$4.66M +$3.84M +25,107 +471%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$4.64M +$1.19M +7,769 +34%
Bank of America
12
Bank of America
North Carolina
$4.47M +$55.4K +362 +1%
FMP
13
Financial Management Professionals
Texas
$4.16M +$124K +809 +3%
RJA
14
Raymond James & Associates
Florida
$3.86M +$3.38M +22,070 +699%
Stifel Financial
15
Stifel Financial
Missouri
$2.69M +$2.69M +17,598 New
Truist Financial
16
Truist Financial
North Carolina
$2.65M +$2.65M +18,974 New
GCA
17
Genesee Capital Advisors
New York
$2.6M -$20.8K -136 -0.8%
TAF
18
Tredje AP-fonden
Sweden
$2.52M – – –
NA
19
NewEdge Advisors
Louisiana
$2.44M +$310K +2,027 +15%
SOS
20
Silver Oak Securities
Tennessee
$2.26M +$1.02M +6,724 +83%
FFS
21
Founders Financial Securities
Maryland
$2.07M -$222K -1,454 -10%
UBS Group
22
UBS Group
Switzerland
$1.98M -$68.1K -445 -3%
PAG
23
Private Advisor Group
New Jersey
$1.91M +$543K +3,550 +40%
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$1.39M +$66.1K +432 +5%
SAM
25
SignalPoint Asset Management
Missouri
$1.16M -$21.2K -139 -2%
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