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Invesco Dorsey Wright Technology Momentum ETF
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Overview Fund Activity

67 hedge funds and large institutions have $139M invested in Invesco Dorsey Wright Technology Momentum ETF in 2023 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 28 increasing their positions, 11 reducing their positions, and 8 closing their positions.

Holders
67
Holders Change
+5
Holders Change %
+8.06%
% of All Funds
1.06%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
28
Reduced
11
Closed
8
Calls
$309K
Puts
$162K
Net Calls
+$147K
Net Calls Change
-$89K

Top Buyers

1
TFA
1
Transamerica Financial Advisors
Florida
$13.1M
2
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$7.38M
3
MML Investors Services
3
MML Investors Services
Massachusetts
$11.3M
4
HighTower Advisors
4
HighTower Advisors
Illinois
$2.6M
5
LPL Financial
5
LPL Financial
California
$21M

Top Sellers

1
CI
1
CX Institutional
Indiana
$0
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$1.66M
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$0
4
MFG
4
Merit Financial Group
Georgia
$6.81M
5
UBS Group
5
UBS Group
Switzerland
$3.22M
Name Market Value Shares Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$1.07M 7,257 +1,584 +28%
EWA
27
EP Wealth Advisors
California
$1.02M 10,145 +3,900 +62%
SOS
28
Silver Oak Securities
Tennessee
$855K 5,809 +5,809 New
Susquehanna International Group
29
Susquehanna International Group
Pennsylvania
$790K 5,366 +2,856 +114%
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$785K 5,329 -329 -6%
Stifel Financial
31
Stifel Financial
Missouri
$754K 5,123 +1,574 +44%
CF
32
Centaurus Financial
California
$720K 4,890 +185 +4%
SFI
33
SPC Financial Inc
Maryland
$718K 4,879 +4,879 New
CAN
34
Cetera Advisor Networks
California
$696K 4,729 -1,198 -20%
HT
35
Heritage Trust
Oklahoma
$665K 4,520 – –
SPIA
36
Steward Partners Investment Advisory
New York
$578K 3,924 +150 +4%
AWS
37
Atria Wealth Solutions
New York
$533K 3,622 +57 +2%
GT
38
Glenmede Trust
Pennsylvania
$511K 3,908 – –
SC
39
Scotia Capital
Ontario, Canada
$464K 3,153 +3,153 New
SWP
40
Stratos Wealth Partners
Ohio
$453K 3,075 +96 +3%
PTC
41
Private Trust Company
Ohio
$442K 2,999 – –
PAG
42
Private Advisory Group
Washington
$383K 2,598 +2,598 New
SIC
43
Samalin Investment Counsel
New York
$357K 2,424 – –
Commonwealth Equity Services
44
Commonwealth Equity Services
Massachusetts
$343K 2,328 -20 -0.9%
EWM
45
EPG Wealth Management
Georgia
$324K 2,200 – –
MIM
46
MTM Investment Management
South Carolina
$280K 1,900 – –
Citadel Advisors
47
Citadel Advisors
Florida
$254K 1,723 +1,723 New
PFP
48
Pinnacle Financial Partners
Tennessee
$227K 1,540 – –
ACP
49
Aviance Capital Partners
Florida
$221K 1,502 +1,502 New
WFA
50
WMG Financial Advisors
Tennessee
$219K 1,487 +1,487 New
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