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Invesco Dorsey Wright Healthcare Momentum ETF

65 hedge funds and large institutions have $60.1M invested in Invesco Dorsey Wright Healthcare Momentum ETF in 2023 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 9 increasing their positions, 28 reducing their positions, and 10 closing their positions.

Holders
65
Holders Change
-2
Holders Change %
-2.99%
% of All Funds
0.95%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
9
Reduced
28
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CWM
26
Concentrum Wealth Management
California
$317K
BWA
27
Beam Wealth Advisors
Louisiana
$300K -$87.5K -2,235 -23%
MML Investors Services
28
MML Investors Services
Massachusetts
$288K +$5.83K +149 +2%
PAG
29
Private Advisor Group
New Jersey
$269K -$57.8K -1,476 -18%
OIA
30
OneDigital Investment Advisors
Kansas
$265K -$161K -4,119 -38%
Wealth Enhancement Advisory Services
31
Wealth Enhancement Advisory Services
Minnesota
$251K
VA
32
Valmark Advisers
Ohio
$234K -$16.4K -419 -7%
Cetera Investment Advisers
33
Cetera Investment Advisers
Illinois
$225K -$35.4K -905 -14%
CAN
34
Cetera Advisor Networks
California
$215K -$51K -1,304 -19%
EWA
35
EP Wealth Advisors
California
$214K
Comerica Bank
36
Comerica Bank
Texas
$185K
ASN
37
Advisory Services Network
Georgia
$174K +$174K +4,449 New
GT
38
Glenmede Trust
Pennsylvania
$158K -$58.7K -1,500 -27%
BFEC
39
Benjamin F. Edwards & Company
Missouri
$117K
GRP
40
Global Retirement Partners
California
$78.2K -$86.5K -2,196 -53%
HI
41
Harbour Investments
Wisconsin
$65.3K -$5.87K -150 -8%
Fidelity Investments
42
Fidelity Investments
Massachusetts
$61.7K +$9.24K +236 +18%
BAM
43
Bellevue Asset Management
Washington
$56.8K
SWA
44
SOA Wealth Advisors
New York
$52.3K
OSAM
45
O'Shaughnessy Asset Management
Connecticut
$48K
PA
46
Parallel Advisors
California
$39.1K -$7.83K -200 -17%
National Bank of Canada
47
National Bank of Canada
Quebec, Canada
$35.1K
NA
48
NewEdge Advisors
Louisiana
$29.7K -$509 -13 -2%
PTC
49
Private Trust Company
Ohio
$26.5K +$26.5K +676 New
GWM
50
Geneos Wealth Management
Colorado
$26.4K -$11.7K -300 -31%