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Invesco Dorsey Wright Technology Momentum ETF
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Overview Fund Activity

84 hedge funds and large institutions have $234M invested in Invesco Dorsey Wright Technology Momentum ETF in 2023 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 25 increasing their positions, 27 reducing their positions, and 0 closing their positions.

Holders
84
Holders Change
+16
Holders Change %
+23.53%
% of All Funds
1.23%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
25
Reduced
27
Closed
–
Calls
$278K
Puts
–
Net Calls
+$278K
Net Calls Change
-$128K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$46.5M
2
UBS Group
2
UBS Group
Switzerland
$12.2M
3
UWS
3
Unique Wealth Strategies
Illinois
$3.11M
4
LPL Financial
4
LPL Financial
California
$26.7M
5
Bank of America
5
Bank of America
North Carolina
$11.5M

Top Sellers

1
TFA
1
Transamerica Financial Advisors
Florida
$12.1M
2
Citadel Advisors
2
Citadel Advisors
Florida
$252K
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$361K
4
HighTower Advisors
4
HighTower Advisors
Illinois
$25.8M
5
AWM
5
AE Wealth Management
Kansas
$1.7M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$46.5M 920,354 +468,384 +104%
LPL Financial
2
LPL Financial
California
$26.7M 528,539 +52,123 +11%
HighTower Advisors
3
HighTower Advisors
Illinois
$25.8M 511,134 -12,233 -2%
UBS Group
4
UBS Group
Switzerland
$12.2M 241,997 +124,845 +107%
TFA
5
Transamerica Financial Advisors
Florida
$12.1M 239,919 -24,393 -9%
Bank of America
6
Bank of America
North Carolina
$11.5M 228,426 +35,427 +18%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$9.02M 178,644 -6,992 -4%
MML Investors Services
8
MML Investors Services
Massachusetts
$8.69M 172,040 +3,166 +2%
MFG
9
Merit Financial Group
Georgia
$7.64M 151,213 +8,559 +6%
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$7.22M 142,916 -7,940 -5%
Ameriprise
11
Ameriprise
Minnesota
$5.75M 113,863 +1,518 +1%
RJA
12
Raymond James & Associates
Florida
$4.97M 98,427 -2,015 -2%
Wells Fargo
13
Wells Fargo
California
$4.79M 94,789 -3,140 -3%
TF
14
Theory Financial
Colorado
$4.06M 80,348 +1,701 +2%
UWS
15
Unique Wealth Strategies
Illinois
$3.11M 61,629 +61,629 New
Stifel Financial
16
Stifel Financial
Missouri
$3.06M 60,533 +370 +0.6%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$2.98M 58,930 +2,098 +4%
Truist Financial
18
Truist Financial
North Carolina
$2.51M 49,631 +3,649 +8%
Osaic Holdings
19
Osaic Holdings
Arizona
$2.04M 40,438 -4,954 -11%
GCA
20
Genesee Capital Advisors
New York
$1.87M 36,951 +2,004 +6%
SAM
21
SignalPoint Asset Management
Missouri
$1.77M 35,104 – –
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$1.74M 34,509 +8,149 +31%
AWM
23
AE Wealth Management
Kansas
$1.7M 33,635 -11,782 -26%
IWM
24
IHT Wealth Management
Illinois
$1.62M 32,045 -42 -0.1%
SOS
25
Silver Oak Securities
Tennessee
$1.6M 31,634 +16,355 +107%
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