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Invesco Dorsey Wright Technology Momentum ETF
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Overview Fund Activity

88 hedge funds and large institutions have $228M invested in Invesco Dorsey Wright Technology Momentum ETF in 2024 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 17 increasing their positions, 38 reducing their positions, and 4 closing their positions.

Holders
88
Holders Change
+4
Holders Change %
+4.76%
% of All Funds
1.28%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
17
Reduced
38
Closed
4
Calls
$281K
Puts
$29K
Net Calls
+$252K
Net Calls Change
-$26K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$33M
2
Bank of America
2
Bank of America
North Carolina
$14.8M
3
MFG
3
Merit Financial Group
Georgia
$9.87M
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$1.3M
5
Wells Fargo
5
Wells Fargo
California
$6.3M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$27.7M
2
UBS Group
2
UBS Group
Switzerland
$8.68M
3
MML Investors Services
3
MML Investors Services
Massachusetts
$6.29M
4
UWS
4
Unique Wealth Strategies
Illinois
$842K
5
HighTower Advisors
5
HighTower Advisors
Illinois
$26.8M
Name Market Value Shares Shares
Change 		Shares
Change %
Susquehanna International Group
51
Susquehanna International Group
Pennsylvania
$357K 6,218 -929 -13%
EWM
52
EPG Wealth Management
Georgia
$356K 6,200 -400 -6%
MWM
53
MinichMacGregor Wealth Management
New York
$351K 6,114 -572 -9%
Commonwealth Equity Services
54
Commonwealth Equity Services
Massachusetts
$346K 6,029 – –
Mariner
55
Mariner
Kansas
$334K 5,814 -182 -3%
MIM
56
MTM Investment Management
South Carolina
$327K 5,700 – –
KF
57
KKM Financial
Illinois
$318K 5,546 – –
CFG
58
Carr Financial Group
Massachusetts
$308K 5,360 +1,218 +29%
Jane Street
59
Jane Street
New York
$273K 4,764 +4,764 New
SFC
60
Swisher Financial Concepts
Ohio
$263K 4,650 – –
WFA
61
WMG Financial Advisors
Tennessee
$252K 4,399 +40 +0.9%
PFP
62
Pinnacle Financial Partners
Tennessee
$248K 4,320 – –
Pathstone Holdings
63
Pathstone Holdings
New Jersey
$245K 4,275 – –
SW
64
SVB Wealth
Massachusetts
$238K 4,146 – –
IWC
65
Integrated Wealth Concepts
Massachusetts
$232K 4,050 – –
CF
66
Centaurus Financial
California
$232K 4,050 -120 -3%
EH
67
Equitable Holdings
New York
$215K 3,750 +3,750 New
RC
68
Reik & Co
New York
$207K 3,600 +3,600 New
NA
69
NewEdge Advisors
Louisiana
$196K 3,415 – –
GWM
70
Geneos Wealth Management
Colorado
$182K 3,168 – –
HIA
71
Harbor Investment Advisory
Maryland
$148K 2,575 – –
BAM
72
Bellevue Asset Management
Washington
$142K 2,478 – –
AF
73
Allworth Financial
California
$103K 1,800 +1,800 New
Simplex Trading
74
Simplex Trading
Illinois
$89K 1,565 +1,542 +6,704%
Carson Wealth (CWM LLC)
75
Carson Wealth (CWM LLC)
Nebraska
$57K 987 – –
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