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Invesco Dorsey Wright Healthcare Momentum ETF
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Overview Fund Activity

64 hedge funds and large institutions have $49.3M invested in Invesco Dorsey Wright Healthcare Momentum ETF in 2024 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 8 increasing their positions, 20 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
64
Holders Change
+1
Holders Change %
+1.59%
% of All Funds
0.93%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
8
Reduced
20
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$4.8M
2
IWM
IHT Wealth Management
Illinois
$4.33M
3
JIP
Jaffetilchin Investment Partners
Florida
$911K
4
KWA
Kingswood Wealth Advisors
California
$471K
5
Citadel Advisors
Citadel Advisors
Florida
$337K

Top Sellers

1
RJA
Raymond James & Associates
Florida
$260K
2
Morgan Stanley
Morgan Stanley
New York
$8.63M
3
TRCT
Tower Research Capital (TRC)
New York
$360K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$292K
5
Jane Street
Jane Street
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
OIA
26
OneDigital Investment Advisors
Kansas
$315K – – –
Wealth Enhancement Advisory Services
27
Wealth Enhancement Advisory Services
Minnesota
$298K – – –
VA
28
Valmark Advisers
Ohio
$298K +$7.2K +155 +2%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$292K -$241K -5,182 -45%
PCG
30
Prosperity Consulting Group
Maryland
$279K +$279K +6,009 New
RJA
31
Raymond James & Associates
Florida
$260K -$891K -19,162 -77%
AAS
32
Asset Allocation Strategies
Michigan
$226K -$80.3K -1,727 -26%
AWM
33
Avaii Wealth Management
Wisconsin
$223K – – –
MGIA
34
Moneta Group Investment Advisors
Missouri
$221K – – –
EWA
35
EP Wealth Advisors
California
$218K -$232 -5 -0.1%
Comerica Bank
36
Comerica Bank
Texas
$218K -$929 -20 -0.4%
GT
37
Glenmede Trust
Pennsylvania
$188K – – –
HI
38
Harbour Investments
Wisconsin
$77.5K – – –
BAM
39
Bellevue Asset Management
Washington
$67.5K – – –
SWA
40
SOA Wealth Advisors
New York
$62.1K – – –
Fidelity Investments
41
Fidelity Investments
Massachusetts
$58.9K – – –
OSAM
42
O'Shaughnessy Asset Management
Connecticut
$56.8K – – –
ACA
43
Aptus Capital Advisors
Alabama
$55.8K – – –
PA
44
Parallel Advisors
California
$46.5K – – –
National Bank of Canada
45
National Bank of Canada
Quebec, Canada
$41.8K – – –
AF
46
Allworth Financial
California
$28.6K – – –
GWM
47
Geneos Wealth Management
Colorado
$27.9K – – –
AIA
48
Armor Investment Advisors
North Carolina
$26.9K – – –
Jones Financial Companies
49
Jones Financial Companies
Missouri
$26.9K +$14.7K +320 +121%
WIM
50
Westside Investment Management
California
$25.8K – – –
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