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Invesco Dorsey Wright Technology Momentum ETF
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Overview Fund Activity

108 hedge funds and large institutions have $336M invested in Invesco Dorsey Wright Technology Momentum ETF in 2024 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 21 increasing their positions, 33 reducing their positions, and 6 closing their positions.

Holders
108
Holders Change
+18
Holders Change %
+20%
% of All Funds
1.44%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
27
Increased
21
Reduced
33
Closed
6
Calls
$399K
Puts
$27.6M
Net Calls
-$27.2M
Net Calls Change
-$27.3M

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$21.7M
2
SA
2
Scarborough Advisors
Maryland
$5.02M
3
Morgan Stanley
3
Morgan Stanley
New York
$46.4M
4
MML Investors Services
4
MML Investors Services
Massachusetts
$11.3M
5
LPL Financial
5
LPL Financial
California
$45.5M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$947K
2
TF
2
Theory Financial
Colorado
$6.41M
3
Bank of America
3
Bank of America
North Carolina
$18M
4
Prudential Financial
4
Prudential Financial
New Jersey
$0
5
GCA
5
Genesee Capital Advisors
New York
$2.47M
Name Market Value Shares Shares
Change 		Shares
Change %
NP
26
Nilsine Partners
Colorado
$1.87M 25,743 -689 -3%
MWM
27
Mission Wealth Management
California
$1.76M 24,300 – –
Northwestern Mutual Wealth Management
28
Northwestern Mutual Wealth Management
Wisconsin
$1.7M 23,400 +46 +0.2%
GSWM
29
Golden State Wealth Management
California
$1.65M 22,790 +22,790 New
EWA
30
EP Wealth Advisors
California
$1.53M 21,028 – –
OWA
31
Outlook Wealth Advisors
Texas
$1.51M 20,837 -1,224 -6%
Cetera Investment Advisers
32
Cetera Investment Advisers
Illinois
$1.43M 19,668 +1,039 +6%
SFI
33
SPC Financial Inc
Maryland
$1.13M 15,621 -148 -0.9%
FEM
34
Fulcrum Equity Management
Texas
$1.12M 15,454 +15,454 New
AWS
35
Atria Wealth Solutions
New York
$1.07M 14,753 +5,408 +58%
PAG
36
Private Advisor Group
New Jersey
$1.03M 14,263 -603 -4%
HT
37
Heritage Trust
Oklahoma
$984K 13,560 +13,560 New
Envestnet Asset Management
38
Envestnet Asset Management
Illinois
$947K 13,057 -17,459 -57%
SWP
39
Stratos Wealth Partners
Ohio
$818K 11,276 – –
GT
40
Glenmede Trust
Pennsylvania
$785K 10,820 -104 -1%
Comerica Bank
41
Comerica Bank
Texas
$733K 10,108 -1,813 -15%
MOS
42
MGO One Seven
Ohio
$714K 9,838 +758 +8%
WAP
43
Wealthcare Advisory Partners
Pennsylvania
$703K 9,686 -43 -0.4%
ASN
44
Advisory Services Network
Georgia
$674K 9,286 +2,390 +35%
DWM
45
Darwin Wealth Management
Florida
$653K 9,000 +9,000 New
SPC
46
Sigma Planning Corp
Michigan
$557K 7,673 +7,673 New
PFS
47
Prospera Financial Services
Texas
$551K 7,593 +1,017 +15%
HWAM
48
Hennion & Walsh Asset Management
New Jersey
$532K 7,330 -565 -7%
BWG
49
Balanced Wealth Group
Ohio
$492K 6,812 – –
SIC
50
Samalin Investment Counsel
New York
$475K 6,547 -230 -3%
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