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Invesco Dorsey Wright Technology Momentum ETF
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Overview Fund Activity

67 hedge funds and large institutions have $139M invested in Invesco Dorsey Wright Technology Momentum ETF in 2023 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 28 increasing their positions, 11 reducing their positions, and 8 closing their positions.

Holders
67
Holders Change
+5
Holders Change %
+8.06%
% of All Funds
1.06%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
28
Reduced
11
Closed
8
Calls
$309K
Puts
$162K
Net Calls
+$147K
Net Calls Change
-$89K

Top Buyers

1
TFA
1
Transamerica Financial Advisors
Florida
$13.1M
2
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$7.38M
3
MML Investors Services
3
MML Investors Services
Massachusetts
$11.3M
4
HighTower Advisors
4
HighTower Advisors
Illinois
$2.6M
5
LPL Financial
5
LPL Financial
California
$21M

Top Sellers

1
CI
1
CX Institutional
Indiana
$0
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$1.66M
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$0
4
MFG
4
Merit Financial Group
Georgia
$6.81M
5
UBS Group
5
UBS Group
Switzerland
$3.22M
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$21M 142,946 +13,735 +11%
Morgan Stanley
2
Morgan Stanley
New York
$17.7M 120,145 +3,917 +3%
TFA
3
Transamerica Financial Advisors
Florida
$13.1M 89,288 +89,164 +71,906%
MML Investors Services
4
MML Investors Services
Massachusetts
$11.3M 76,423 +32,029 +72%
Bank of America
5
Bank of America
North Carolina
$7.9M 53,627 +506 +1%
Janney Montgomery Scott
6
Janney Montgomery Scott
Pennsylvania
$7.38M 50,102 +44,486 +792%
MFG
7
Merit Financial Group
Georgia
$6.81M 46,258 -5,720 -11%
TF
8
Theory Financial
Colorado
$4.17M 28,333 -93 -0.3%
Wells Fargo
9
Wells Fargo
California
$3.47M 23,597 +4,170 +21%
AWM
10
AE Wealth Management
Kansas
$3.25M 22,098 +9,848 +80%
UBS Group
11
UBS Group
Switzerland
$3.22M 21,848 -2,308 -10%
Ameriprise
12
Ameriprise
Minnesota
$2.94M 19,963 +137 +0.7%
HighTower Advisors
13
HighTower Advisors
Illinois
$2.6M 17,638 +17,638 New
RJA
14
Raymond James & Associates
Florida
$2.35M 15,946 +4,043 +34%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$1.99M 13,492 +5,322 +65%
GCA
16
Genesee Capital Advisors
New York
$1.77M 11,991 +9,724 +429%
SAM
17
SignalPoint Asset Management
Missouri
$1.75M 11,878 -604 -5%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$1.66M 11,282 -8,415 -43%
IWM
19
IHT Wealth Management
Illinois
$1.61M 10,915 +764 +8%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$1.48M 10,082 +521 +5%
Osaic Holdings
21
Osaic Holdings
Arizona
$1.33M 9,018 +2,443 +37%
SG
22
StoneX Group
New York
$1.33M 9,002 +5,383 +149%
PAG
23
Private Advisor Group
New Jersey
$1.31M 8,904 +1,256 +16%
MWM
24
Mission Wealth Management
California
$1.19M 8,100 -5 -0.1%
BBVA
25
Banco Bilbao Vizcaya Argentaria
Spain
$1.08M 7,359 +370 +5%
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