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Invesco Dorsey Wright Healthcare Momentum ETF
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Overview Fund Activity

66 hedge funds and large institutions have $44.1M invested in Invesco Dorsey Wright Healthcare Momentum ETF in 2024 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 9 increasing their positions, 22 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
66
Holders Change
+2
Holders Change %
+3.13%
% of All Funds
0.88%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
9
Reduced
22
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
$784K
2
ASN
Advisory Services Network
Georgia
$220K
3
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$200K
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$838K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$377K

Top Sellers

1
JIP
Jaffetilchin Investment Partners
Florida
$0
2
IWM
IHT Wealth Management
Illinois
$2.88M
3
LPL Financial
LPL Financial
California
$3.66M
4
KWA
Kingswood Wealth Advisors
California
$0
5
SA
SFI Advisors
New Jersey
$3.51M
Name Holding Trade Value Shares
Change 		Shares
Change %
OIA
26
OneDigital Investment Advisors
Kansas
$268K -$3.6K -90 -1%
Wealth Enhancement Advisory Services
27
Wealth Enhancement Advisory Services
Minnesota
$257K – – –
TRCT
28
Tower Research Capital (TRC)
New York
$244K -$66.9K -1,671 -22%
AAS
29
Asset Allocation Strategies
Michigan
$231K +$21.1K +488 +10%
ASN
30
Advisory Services Network
Georgia
$220K +$220K +5,504 New
VA
31
Valmark Advisers
Ohio
$205K -$51.3K -1,282 -20%
Focus Partners Wealth
32
Focus Partners Wealth
Massachusetts
$200K +$200K +5,000 New
Comerica Bank
33
Comerica Bank
Texas
$189K +$921 +23 +0.5%
EWA
34
EP Wealth Advisors
California
$188K – – –
GT
35
Glenmede Trust
Pennsylvania
$154K -$8.05K -201 -5%
MCM
36
MAI Capital Management
Ohio
$117K +$117K +2,910 New
BP
37
BNP Paribas
France
$84K +$84K +2,100 New
HI
38
Harbour Investments
Wisconsin
$66.8K – – –
SWA
39
SOA Wealth Advisors
New York
$53.5K – – –
GRP
40
Global Retirement Partners
California
$51.5K +$40.5K +1,011 +366%
Fidelity Investments
41
Fidelity Investments
Massachusetts
$50.8K – – –
OSAM
42
O'Shaughnessy Asset Management
Connecticut
$49.1K – – –
BAM
43
Bellevue Asset Management
Washington
$48.3K -$9.57K -240 -17%
ACA
44
Aptus Capital Advisors
Alabama
$48K – – –
Jones Financial Companies
45
Jones Financial Companies
Missouri
$48K +$24.6K +615 +105%
PA
46
Parallel Advisors
California
$40K – – –
National Bank of Canada
47
National Bank of Canada
Quebec, Canada
$36K – – –
AF
48
Allworth Financial
California
$25.6K – – –
GWM
49
Geneos Wealth Management
Colorado
$24K – – –
AIA
50
Armor Investment Advisors
North Carolina
$23.2K – – –
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2
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