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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 %
Commonwealth Equity Services
51
Commonwealth Equity Services
Massachusetts
$374K 5,890 +22 +0.4%
KF
52
KKM Financial
Illinois
$370K 5,830 +228 +4%
WWM
53
Western Wealth Management
Colorado
$370K 5,827 +5,827 New
MIM
54
MTM Investment Management
South Carolina
$366K 5,700 – –
CFG
55
Cooper Financial Group
California
$361K 5,685 -640 -10%
MWM
56
MinichMacGregor Wealth Management
New York
$360K 5,675 -348 -6%
PAG
57
Private Advisory Group
Washington
$347K 5,469 -144 -3%
WFA
58
WMG Financial Advisors
Tennessee
$315K 4,969 +965 +24%
SFC
59
Swisher Financial Concepts
Ohio
$292K 4,650 – –
CFG
60
Carr Financial Group
Massachusetts
$278K 4,388 – –
SPIA
61
Steward Partners Investment Advisory
New York
$261K 4,107 -2,010 -33%
Jane Street
62
Jane Street
New York
$259K 4,078 +4,078 New
IWC
63
Integrated Wealth Concepts
Massachusetts
$257K 4,050 – –
EH
64
Equitable Holdings
New York
$246K 3,885 +65 +2%
IWM
65
IHT Wealth Management
Illinois
$241K 3,800 -13,944 -79%
GWM
66
Geneos Wealth Management
Colorado
$239K 3,772 -56 -1%
RC
67
Reik & Co
New York
$228K 3,600 – –
Mariner
68
Mariner
Kansas
$219K 3,458 -2,316 -40%
NA
69
NewEdge Advisors
Louisiana
$217K 3,415 – –
PFP
70
Pinnacle Financial Partners
Tennessee
$211K 3,320 -2,326 -41%
PTC
71
Private Trust Company
Ohio
$181K 2,854 -16,433 -85%
HIA
72
Harbor Investment Advisory
Maryland
$163K 2,575 – –
BAM
73
Bellevue Asset Management
Washington
$157K 2,478 – –
CF
74
Centaurus Financial
California
$140K 2,200 -2,950 -57%
AF
75
Allworth Financial
California
$114K 1,800 – –
1 2
3
4 5