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Invesco Dorsey Wright Technology Momentum ETF
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Overview Fund Activity

88 hedge funds and large institutions have $228M invested in Invesco Dorsey Wright Technology Momentum ETF in 2024 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 17 increasing their positions, 38 reducing their positions, and 4 closing their positions.

Holders
88
Holders Change
+4
Holders Change %
+4.76%
% of All Funds
1.28%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
17
Reduced
38
Closed
4
Calls
$281K
Puts
$29K
Net Calls
+$252K
Net Calls Change
-$26K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$33M
2
Bank of America
2
Bank of America
North Carolina
$14.8M
3
MFG
3
Merit Financial Group
Georgia
$9.87M
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$1.3M
5
Wells Fargo
5
Wells Fargo
California
$6.3M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$27.7M
2
UBS Group
2
UBS Group
Switzerland
$8.68M
3
MML Investors Services
3
MML Investors Services
Massachusetts
$6.29M
4
UWS
4
Unique Wealth Strategies
Illinois
$842K
5
HighTower Advisors
5
HighTower Advisors
Illinois
$26.8M
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$33M 574,482 +45,943 +9%
Morgan Stanley
2
Morgan Stanley
New York
$27.7M 482,426 -437,928 -48%
HighTower Advisors
3
HighTower Advisors
Illinois
$26.8M 466,453 -44,681 -9%
Bank of America
4
Bank of America
North Carolina
$14.8M 257,464 +29,038 +13%
TFA
5
Transamerica Financial Advisors
Florida
$13.7M 239,005 -914 -0.4%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$10.3M 179,934 +1,290 +0.7%
MFG
7
Merit Financial Group
Georgia
$9.87M 178,139 +26,926 +18%
UBS Group
8
UBS Group
Switzerland
$8.68M 151,219 -90,778 -38%
Janney Montgomery Scott
9
Janney Montgomery Scott
Pennsylvania
$7.77M 135,349 -7,567 -5%
Wells Fargo
10
Wells Fargo
California
$6.3M 109,801 +15,012 +16%
MML Investors Services
11
MML Investors Services
Massachusetts
$6.29M 109,593 -62,447 -36%
Ameriprise
12
Ameriprise
Minnesota
$5.57M 96,968 -16,895 -15%
RJA
13
Raymond James & Associates
Florida
$4.74M 82,554 -15,873 -16%
TF
14
Theory Financial
Colorado
$4.11M 71,549 -8,799 -11%
Stifel Financial
15
Stifel Financial
Missouri
$3.47M 60,517 -16 -0%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$3.2M 55,785 -3,145 -5%
Truist Financial
17
Truist Financial
North Carolina
$2.82M 49,113 -518 -1%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$2.24M 39,075 +4,566 +13%
GCA
19
Genesee Capital Advisors
New York
$2.09M 36,487 -464 -1%
Osaic Holdings
20
Osaic Holdings
Arizona
$1.97M 34,395 -6,043 -15%
SAM
21
SignalPoint Asset Management
Missouri
$1.93M 33,688 -1,416 -4%
IWM
22
IHT Wealth Management
Illinois
$1.67M 29,038 -3,007 -9%
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$1.46M 25,504 -22 -0.1%
NP
24
Nilsine Partners
Colorado
$1.43M 24,960 -184 -0.7%
MWM
25
Mission Wealth Management
California
$1.39M 24,300 – –
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