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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 %
CIA
51
Concurrent Investment Advisors
Florida
$456K 6,280 +6,280 New
MGIA
52
Moneta Group Investment Advisors
Missouri
$439K 6,048 -1,390 -19%
KF
53
KKM Financial
Illinois
$423K 5,830 – –
WFC
54
Western Financial Corp
California
$421K 5,802 -475 -8%
MIM
55
MTM Investment Management
South Carolina
$414K 5,700 – –
MWM
56
MinichMacGregor Wealth Management
New York
$405K 5,575 -100 -2%
PAG
57
Private Advisory Group
Washington
$364K 5,022 -447 -8%
WFA
58
WMG Financial Advisors
Tennessee
$361K 4,978 +9 +0.2%
Commonwealth Equity Services
59
Commonwealth Equity Services
Massachusetts
$346K 4,762 -1,128 -19%
SFC
60
Swisher Financial Concepts
Ohio
$337K 4,650 – –
GWM
61
Geneos Wealth Management
Colorado
$329K 4,541 +769 +20%
CFG
62
Carr Financial Group
Massachusetts
$325K 4,483 +95 +2%
CFG
63
Cooper Financial Group
California
$320K 4,405 -1,280 -23%
MW
64
Maia Wealth
Colorado
$309K 4,487 +4,487 New
AG
65
AmeriFlex Group
Nevada
$306K 4,231 +4,231 New
SPIA
66
Steward Partners Investment Advisory
New York
$298K 4,107 – –
IWC
67
Integrated Wealth Concepts
Massachusetts
$294K 4,050 – –
EH
68
Equitable Holdings
New York
$282K 3,885 – –
IWM
69
IHT Wealth Management
Illinois
$276K 3,800 – –
RC
70
Reik & Co
New York
$261K 3,600 – –
DG
71
DMC Group
Alabama
$250K 3,441 +3,441 New
NA
72
NewEdge Advisors
Louisiana
$248K 3,415 – –
KAS
73
Kestra Advisory Services
Texas
$241K 3,322 +3,322 New
PFP
74
Pinnacle Financial Partners
Tennessee
$241K 3,320 – –
P
75
&Partners
Tennessee
$240K 3,134 +3,134 New
1 2
3
4 5