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Invesco Dorsey Wright Technology Momentum ETF
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Overview Fund Activity

94 hedge funds and large institutions have $253M invested in Invesco Dorsey Wright Technology Momentum ETF in 2024 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 23 increasing their positions, 30 reducing their positions, and 7 closing their positions.

Holders
94
Holders Change
+6
Holders Change %
+6.82%
% of All Funds
1.37%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
15
Increased
23
Reduced
30
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$3.46M
2
VWM
2
Valley Wealth Managers
New Jersey
$1.85M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$5.15M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$3.61M
5
OWA
5
Outlook Wealth Advisors
Texas
$1.01M

Top Sellers

1
Janney Montgomery Scott
1
Janney Montgomery Scott
Pennsylvania
$7.52M
2
IWM
2
IHT Wealth Management
Illinois
$1.1M
3
Morgan Stanley
3
Morgan Stanley
New York
$29.3M
4
Bank of America
4
Bank of America
North Carolina
$15.5M
5
EWM
5
EPG Wealth Management
Georgia
$384K
Name Market Value Shares Shares
Change 		Shares
Change %
SIC
51
Samalin Investment Counsel
New York
$420K 6,777 – –
CFG
52
Cooper Financial Group
California
$392K 6,325 -1,060 -14%
WFC
53
Western Financial Corp
California
$390K 6,301 -2 -0%
EWM
54
EPG Wealth Management
Georgia
– – -6,200 Closed
SPIA
55
Steward Partners Investment Advisory
New York
$379K 6,117 -255 -4%
MWM
56
MinichMacGregor Wealth Management
New York
$373K 6,023 -91 -1%
Commonwealth Equity Services
57
Commonwealth Equity Services
Massachusetts
$364K 5,868 -161 -3%
Mariner
58
Mariner
Kansas
$358K 5,774 -40 -0.7%
MIM
59
MTM Investment Management
South Carolina
$353K 5,700 – –
PFP
60
Pinnacle Financial Partners
Tennessee
$350K 5,646 +1,326 +31%
PAG
61
Private Advisory Group
Washington
$348K 5,613 +5,613 New
KF
62
KKM Financial
Illinois
$337K 5,602 +56 +1%
CF
63
Centaurus Financial
California
$319K 5,150 +1,100 +27%
SFC
64
Swisher Financial Concepts
Ohio
$291K 4,650 – –
CFG
65
Carr Financial Group
Massachusetts
$272K 4,388 -972 -18%
IWC
66
Integrated Wealth Concepts
Massachusetts
$251K 4,050 – –
WFA
67
WMG Financial Advisors
Tennessee
$248K 4,004 -395 -9%
GWM
68
Geneos Wealth Management
Colorado
$237K 3,828 +660 +21%
EH
69
Equitable Holdings
New York
$237K 3,820 +70 +2%
RC
70
Reik & Co
New York
$223K 3,600 – –
NA
71
NewEdge Advisors
Louisiana
$212K 3,415 – –
BFG
72
Berger Financial Group
Minnesota
$208K 3,364 +3,364 New
KAS
73
Kestra Advisory Services
Texas
$203K 3,282 +3,282 New
HIA
74
Harbor Investment Advisory
Maryland
$159K 2,575 – –
BAM
75
Bellevue Asset Management
Washington
$154K 2,478 – –
1 2
3
4 5