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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 %
Morgan Stanley
1
Morgan Stanley
New York
$46.4M 639,185 +65,730 +11%
LPL Financial
2
LPL Financial
California
$45.5M 627,147 +50,452 +9%
HighTower Advisors
3
HighTower Advisors
Illinois
$34.6M 476,565 -693 -0.1%
Raymond James Financial
4
Raymond James Financial
Florida
$21.7M 299,735 +299,735 New
TFA
5
Transamerica Financial Advisors
Florida
$18M 248,394 +9,625 +4%
Bank of America
6
Bank of America
North Carolina
$18M 248,083 -8,241 -3%
MFG
7
Merit Financial Group
Georgia
$12.2M 167,759 -5,192 -3%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$11.9M 163,366 -50 -0%
MML Investors Services
9
MML Investors Services
Massachusetts
$11.3M 155,898 +51,361 +49%
UBS Group
10
UBS Group
Switzerland
$10.8M 148,685 +49,845 +50%
Wells Fargo
11
Wells Fargo
California
$9.62M 132,604 +4,832 +4%
Ameriprise
12
Ameriprise
Minnesota
$8.76M 120,737 +28,451 +31%
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$7.96M 109,764 +393 +0.4%
TF
14
Theory Financial
Colorado
$6.41M 88,353 -10,661 -11%
SA
15
Scarborough Advisors
Maryland
$5.02M 69,212 +69,212 New
Stifel Financial
16
Stifel Financial
Missouri
$4.52M 62,273 -1,115 -2%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$4.37M 60,195 +1,447 +2%
Truist Financial
18
Truist Financial
North Carolina
$3.51M 48,434 -334 -0.7%
VWM
19
Valley Wealth Managers
New Jersey
$3.32M 45,794 -2,093 -4%
Osaic Holdings
20
Osaic Holdings
Arizona
$2.74M 37,761 +4,307 +13%
GA
21
Guerra Advisors
Florida
$2.71M 37,385 +37,385 New
GCA
22
Genesee Capital Advisors
New York
$2.47M 34,100 -5,874 -15%
SG
23
StoneX Group
New York
$2.44M 33,687 +33,687 New
SOS
24
Silver Oak Securities
Tennessee
$2.39M 32,690 -3,751 -10%
SAM
25
SignalPoint Asset Management
Missouri
$2.39M 32,882 -241 -0.7%
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