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Invesco Dorsey Wright Healthcare Momentum ETF
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Overview Fund Activity

76 hedge funds and large institutions have $93.6M invested in Invesco Dorsey Wright Healthcare Momentum ETF in 2022 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 34 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
76
Holders Change
–
Holders Change %
0%
% of All Funds
1.23%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
8
Increased
15
Reduced
34
Closed
7
Calls
–
Puts
$258K
Net Calls
-$258K
Net Calls Change
-$16K

Top Buyers

1
SA
SFI Advisors
New Jersey
$2.62M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$1.71M
3
EWA
EP Wealth Advisors
California
$235K
4
BWA
Beam Wealth Advisors
Louisiana
$1.94M
5
NA
NewEdge Advisors
Louisiana
$473K

Top Sellers

1
RJFSA
Raymond James Financial Services Advisors
Florida
$1.07M
2
WWM
Western Wealth Management
Colorado
$0
3
CW
Connectus Wealth
Ohio
$16M
4
Citadel Advisors
Citadel Advisors
Florida
$0
5
Morgan Stanley
Morgan Stanley
New York
$10.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Brown Advisory
26
Brown Advisory
Maryland
$587K – – –
Ameriprise
27
Ameriprise
Minnesota
$545K -$393K -9,579 -42%
Stifel Financial
28
Stifel Financial
Missouri
$492K -$615 -15 -0.1%
NA
29
NewEdge Advisors
Louisiana
$473K +$228K +6,429 +93%
PA
30
PFG Advisors
Arizona
$430K -$8.98K -219 -2%
AAS
31
Asset Allocation Strategies
Michigan
$429K +$429K +10,461 New
Cetera Investment Advisers
32
Cetera Investment Advisers
Illinois
$426K +$28.7K +699 +7%
BFG
33
Baron Financial Group
New Jersey
$395K -$25.2K -615 -6%
RJA
34
Raymond James & Associates
Florida
$381K -$381K -9,282 -50%
AWM
35
AE Wealth Management
Kansas
$339K -$984 -24 -0.3%
CWM
36
Concentrum Wealth Management
California
$338K – – –
MML Investors Services
37
MML Investors Services
Massachusetts
$328K -$54.2K -1,320 -14%
CAPTRUST Financial Advisors
38
CAPTRUST Financial Advisors
North Carolina
$312K – – –
CIBC World Market
39
CIBC World Market
Ontario, Canada
$287K -$35K -855 -11%
FTUS
40
Flow Traders U.S.
New York
$270K -$61.5K -1,500 -19%
Qube Research & Technologies (QRT)
41
Qube Research & Technologies (QRT)
United Kingdom
$263K +$136K +3,306 +106%
FCAG
42
First Capital Advisors Group
New Jersey
$263K – – –
SIA
43
SkyView Investment Advisors
New Jersey
$263K – – –
GRP
44
Global Retirement Partners
California
$241K +$3.32K +81 +1%
AWM
45
Avaii Wealth Management
Wisconsin
$236K -$3.81K -93 -2%
EWA
46
EP Wealth Advisors
California
$235K +$235K +5,730 New
PWM
47
Perigon Wealth Management
California
$227K -$15.4K -375 -6%
GT
48
Glenmede Trust
Pennsylvania
$227K – – –
EH
49
Equitable Holdings
New York
$203K -$58.2K -1,419 -22%
MCC
50
Money Concepts Capital
Florida
$163K -$22.8K -555 -12%
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