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Invesco Dorsey Wright Healthcare Momentum ETF
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Overview Fund Activity

60 hedge funds and large institutions have $41.5M invested in Invesco Dorsey Wright Healthcare Momentum ETF in 2025 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 11 increasing their positions, 18 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
60
Holders Change
-6
Holders Change %
-9.09%
% of All Funds
0.81%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
11
Reduced
18
Closed
9
Calls
–
Puts
$4K
Net Calls
-$4K
Net Calls Change
-$4K

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$972K
2
FFA
Farther Finance Advisors
California
+$901K
3
IWM
IHT Wealth Management
Illinois
+$725K
4
TRCT
Tower Research Capital (TRC)
New York
+$442K
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$265K

Top Sellers

1
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$1.93M
2
Citadel Advisors
Citadel Advisors
Florida
-$396K
3
LPL Financial
LPL Financial
California
-$363K
4
PAG
Private Advisor Group
New Jersey
-$282K
5
OIA
OneDigital Investment Advisors
Kansas
-$268K
Name Holding Trade Value Shares
Change 		Shares
Change %
MML Investors Services
26
MML Investors Services
Massachusetts
$263K -$1.77K -45 -0.7%
CWM
27
Concentrum Wealth Management
California
$211K -$96K -2,433 -31%
AAS
28
Asset Allocation Strategies
Michigan
$200K -$11.3K -286 -5%
EWA
29
EP Wealth Advisors
California
$178K -$7.1K -180 -4%
GT
30
Glenmede Trust
Pennsylvania
$152K – – –
MCM
31
MAI Capital Management
Ohio
$115K – – –
Jones Financial Companies
32
Jones Financial Companies
Missouri
$90.9K +$44.1K +1,133 +94%
JPMorgan Chase & Co
33
JPMorgan Chase & Co
New York
$73.8K +$73.8K +1,869 New
Comerica Bank
34
Comerica Bank
Texas
$67.3K -$119K -3,013 -64%
HI
35
Harbour Investments
Wisconsin
$65.8K – – –
SWA
36
SOA Wealth Advisors
New York
$52.7K – – –
Fidelity Investments
37
Fidelity Investments
Massachusetts
$50K – – –
OSAM
38
O'Shaughnessy Asset Management
Connecticut
$48.4K – – –
BAM
39
Bellevue Asset Management
Washington
$47.6K – – –
ACA
40
Aptus Capital Advisors
Alabama
$47.4K – – –
GWM
41
Geneos Wealth Management
Colorado
$47.4K +$23.7K +600 +100%
PA
42
Parallel Advisors
California
$39.5K – – –
National Bank of Canada
43
National Bank of Canada
Quebec, Canada
$35.4K – – –
AF
44
Allworth Financial
California
$23.8K – – –
AIA
45
Armor Investment Advisors
North Carolina
$22.8K – – –
DWM
46
Darwin Wealth Management
Florida
$14.5K – – –
CIAS
47
Capital Investment Advisory Services
North Carolina
$11.8K – – –
Carson Wealth (CWM LLC)
48
Carson Wealth (CWM LLC)
Nebraska
$11K – – –
AA
49
Addison Advisors
Vermont
$8.41K +$8.41K +213 New
HCM
50
Hollencrest Capital Management
California
$7.7K – – –
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