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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 %
LCGC
76
Legacy Capital Group California
California
$236K 3,255 +3,255 New
EA
77
Evergreen Advisors
Tennessee
$229K 3,150 +3,150 New
Susquehanna International Group
78
Susquehanna International Group
Pennsylvania
$224K 3,089 -3,003 -49%
Mariner
79
Mariner
Kansas
$221K 3,040 -418 -12%
BFG
80
Berger Financial Group
Minnesota
$219K 3,014 +3,014 New
JSW
81
Journey Strategic Wealth
New Jersey
$218K 3,000 +3,000 New
PTC
82
Private Trust Company
Ohio
$207K 2,854 – –
OIA
83
OneDigital Investment Advisors
Kansas
$203K 2,803 +2,803 New
Citadel Advisors
84
Citadel Advisors
Florida
$190K 2,617 -3,925 -60%
HIA
85
Harbor Investment Advisory
Maryland
$187K 2,575 – –
BAM
86
Bellevue Asset Management
Washington
$153K 2,103 -375 -15%
AF
87
Allworth Financial
California
$134K 1,800 – –
Jones Financial Companies
88
Jones Financial Companies
Missouri
$124K 1,708 +1,006 +143%
CF
89
Centaurus Financial
California
$123K 1,700 -500 -23%
Fidelity Investments
90
Fidelity Investments
Massachusetts
$118K 1,629 +231 +17%
ACA
91
Aptus Capital Advisors
Alabama
$109K 1,500 +1,500 New
Carson Wealth (CWM LLC)
92
Carson Wealth (CWM LLC)
Nebraska
$72K 987 – –
PNC Financial Services Group
93
PNC Financial Services Group
Pennsylvania
$65.3K 900 – –
GRP
94
Global Retirement Partners
California
$63.3K 873 – –
WIM
95
Westside Investment Management
California
$30.1K 414 – –
SIS
96
Sound Income Strategies
Florida
$27.9K 385 – –
GWSG
97
GPS Wealth Strategies Group
Colorado
$24.3K 335 – –
CFD
98
Creative Financial Designs
Indiana
$21.1K 291 – –
HWM
99
Hemington Wealth Management
Virginia
$17K 235 – –
MCM
100
MAI Capital Management
Ohio
$9K 124 +124 New
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4
5