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Invesco Dorsey Wright Technology Momentum ETF
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Overview Fund Activity

90 hedge funds and large institutions have $265M invested in Invesco Dorsey Wright Technology Momentum ETF in 2024 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 24 increasing their positions, 33 reducing their positions, and 10 closing their positions.

Holders
90
Holders Change
-4
Holders Change %
-4.26%
% of All Funds
1.3%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
9
Increased
24
Reduced
33
Closed
10
Calls
$82K
Puts
$25K
Net Calls
+$57K
Net Calls Change
+$57K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$36.4M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$8.38M
3
RJA
3
Raymond James & Associates
Florida
$8.39M
4
TF
4
Theory Financial
Colorado
$6.36M
5
VWM
5
Valley Wealth Managers
New Jersey
$3.04M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$6.27M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$1.94M
3
PTC
3
Private Trust Company
Ohio
$181K
4
IWM
4
IHT Wealth Management
Illinois
$241K
5
IMC Chicago
5
IMC Chicago
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
MWM
26
Mission Wealth Management
California
$1.54M 24,300 – –
Northwestern Mutual Wealth Management
27
Northwestern Mutual Wealth Management
Wisconsin
$1.48M 23,354 -338 -1%
OWA
28
Outlook Wealth Advisors
Texas
$1.4M 22,061 +1,168 +6%
EWA
29
EP Wealth Advisors
California
$1.33M 21,028 – –
Cetera Investment Advisers
30
Cetera Investment Advisers
Illinois
$1.18M 18,629 +272 +1%
SFI
31
SPC Financial Inc
Maryland
$1M 15,769 -607 -4%
PAG
32
Private Advisor Group
New Jersey
$943K 14,866 +766 +5%
AFG
33
Argent Financial Group
Louisiana
$860K 13,560 +13,560 New
Comerica Bank
34
Comerica Bank
Texas
$756K 11,921 – –
SWP
35
Stratos Wealth Partners
Ohio
$715K 11,276 +481 +4%
GT
36
Glenmede Trust
Pennsylvania
$693K 10,924 – –
WAP
37
Wealthcare Advisory Partners
Pennsylvania
$617K 9,729 -185 -2%
AWS
38
Atria Wealth Solutions
New York
$593K 9,345 -610 -6%
MOS
39
MGO One Seven
Ohio
$576K 9,080 -990 -10%
HWAM
40
Hennion & Walsh Asset Management
New Jersey
$502K 7,895 -165 -2%
Prudential Financial
41
Prudential Financial
New Jersey
$500K 7,889 +7,889 New
MGIA
42
Moneta Group Investment Advisors
Missouri
$472K 7,438 -497 -6%
BWG
43
Balanced Wealth Group
Ohio
$432K 6,812 -1,275 -16%
SIC
44
Samalin Investment Counsel
New York
$430K 6,777 – –
ASN
45
Advisory Services Network
Georgia
$427K 6,896 – –
PFS
46
Prospera Financial Services
Texas
$417K 6,576 -218 -3%
Citadel Advisors
47
Citadel Advisors
Florida
$415K 6,542 +6,542 New
WFC
48
Western Financial Corp
California
$398K 6,277 -24 -0.4%
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
$386K 6,092 -10,482 -63%
OMC
50
Old Mission Capital
Illinois
$382K 6,027 -3,103 -34%
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