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Invesco Dorsey Wright Technology Momentum ETF
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Overview Fund Activity

84 hedge funds and large institutions have $234M invested in Invesco Dorsey Wright Technology Momentum ETF in 2023 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 25 increasing their positions, 27 reducing their positions, and 0 closing their positions.

Holders
84
Holders Change
+16
Holders Change %
+23.53%
% of All Funds
1.23%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
25
Reduced
27
Closed
–
Calls
$278K
Puts
–
Net Calls
+$278K
Net Calls Change
-$128K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$46.5M
2
UBS Group
2
UBS Group
Switzerland
$12.2M
3
LPL Financial
3
LPL Financial
California
$26.7M
4
Bank of America
4
Bank of America
North Carolina
$11.5M
5
NP
5
Nilsine Partners
Colorado
$1.27M

Top Sellers

1
TFA
1
Transamerica Financial Advisors
Florida
$12.1M
2
Citadel Advisors
2
Citadel Advisors
Florida
$252K
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$361K
4
HighTower Advisors
4
HighTower Advisors
Illinois
$25.8M
5
AWM
5
AE Wealth Management
Kansas
$1.7M
Name Market Value Shares Shares
Change 		Shares
Change %
CA
51
Cetera Advisors
Colorado
$350K 6,938 +595 +9%
SIC
52
Samalin Investment Counsel
New York
$342K 6,777 -450 -6%
MWM
53
MinichMacGregor Wealth Management
New York
$338K 6,686 +509 +8%
WWM
54
Western Wealth Management
Colorado
$332K 6,563 +6,563 New
Commonwealth Equity Services
55
Commonwealth Equity Services
Massachusetts
$305K 6,029 -1,143 -16%
Mariner
56
Mariner
Kansas
$303K 5,996 +5,996 New
MIM
57
MTM Investment Management
South Carolina
$288K 5,700 – –
KF
58
KKM Financial
Illinois
$280K 5,546 +5,546 New
Citadel Advisors
59
Citadel Advisors
Florida
$252K 4,982 -17,567 -78%
ASN
60
Advisory Services Network
Georgia
$243K 4,804 +4,804 New
SFC
61
Swisher Financial Concepts
Ohio
$225K 4,650 +4,650 New
WFA
62
WMG Financial Advisors
Tennessee
$220K 4,359 +4,359 New
PFP
63
Pinnacle Financial Partners
Tennessee
$218K 4,320 +4,320 New
Pathstone Holdings
64
Pathstone Holdings
New Jersey
$216K 4,275 +4,275 New
CF
65
Centaurus Financial
California
$211K 4,170 -1,800 -30%
SW
66
SVB Wealth
Massachusetts
$209K 4,146 +4,146 New
CFG
67
Carr Financial Group
Massachusetts
$209K 4,142 +4,142 New
IWC
68
Integrated Wealth Concepts
Massachusetts
$205K 4,050 +4,050 New
NA
69
NewEdge Advisors
Louisiana
$172K 3,415 -650 -16%
GWM
70
Geneos Wealth Management
Colorado
$160K 3,168 +69 +2%
HIA
71
Harbor Investment Advisory
Maryland
$130K 2,575 – –
BAM
72
Bellevue Asset Management
Washington
$125K 2,478 – –
Carson Wealth (CWM LLC)
73
Carson Wealth (CWM LLC)
Nebraska
$50K 987 – –
PNC Financial Services Group
74
PNC Financial Services Group
Pennsylvania
$45.5K 900 – –
GRP
75
Global Retirement Partners
California
$42.5K 873 +375 +75%
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