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Invesco Dorsey Wright Healthcare Momentum ETF
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Overview Fund Activity

76 hedge funds and large institutions have $103M invested in Invesco Dorsey Wright Healthcare Momentum ETF in 2022 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 31 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
76
Holders Change
-7
Holders Change %
-8.43%
% of All Funds
1.31%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
7
Increased
12
Reduced
31
Closed
12
Calls
–
Puts
$242K
Net Calls
-$242K
Net Calls Change
-$242K

Top Buyers

1
SA
SFI Advisors
New Jersey
$2.18M
2
Citadel Advisors
Citadel Advisors
Florida
$1.55M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$983K
4
IWM
IHT Wealth Management
Illinois
$1.98M
5
Wells Fargo
Wells Fargo
California
$11.8M

Top Sellers

1
FTUS
Flow Traders U.S.
New York
$327K
2
PFS
Prospera Financial Services
Texas
$0
3
Goldman Sachs
Goldman Sachs
New York
$0
4
Ameriprise
Ameriprise
Minnesota
$923K
5
LPL Financial
LPL Financial
California
$4.77M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
51
Accel Wealth Management
Iowa
$153K – – –
Rockefeller Capital Management
52
Rockefeller Capital Management
New York
$149K – – –
HI
53
Harbour Investments
Wisconsin
$141K – – –
Qube Research & Technologies (QRT)
54
Qube Research & Technologies (QRT)
United Kingdom
$126K +$126K +3,120 New
BFEC
55
Benjamin F. Edwards & Company
Missouri
$121K – – –
DWP
56
Destiny Wealth Partners
Florida
$93K – – –
SWA
57
SOA Wealth Advisors
New York
$84K – – –
BAM
58
Bellevue Asset Management
Washington
$83K – – –
PA
59
Parallel Advisors
California
$48K – – –
GWM
60
Geneos Wealth Management
Colorado
$39K -$12K -300 -24%
National Bank of Canada
61
National Bank of Canada
Quebec, Canada
$36K – – –
SWM
62
Selective Wealth Management
Virginia
$24K – – –
Citigroup
63
Citigroup
New York
$24K – – –
APA
64
American Portfolios Advisors
New York
$18.2K – – –
MPCG
65
Matrix Private Capital Group
New York
$18K – – –
RIA
66
Realta Investment Advisors
Delaware
$16K +$16K +384 New
TWM
67
Tradition Wealth Management
Minnesota
$15K – – –
CIAS
68
Capital Investment Advisory Services
North Carolina
$12K – – –
Carson Wealth (CWM LLC)
69
Carson Wealth (CWM LLC)
Nebraska
$11K – – –
Fidelity Investments
70
Fidelity Investments
Massachusetts
$10K – – –
CT
71
Cambridge Trust
Massachusetts
$5K – – –
KFI
72
Key Financial Inc
Pennsylvania
$5K – – –
ACA
73
Aptus Capital Advisors
Alabama
$3K +$3K +75 New
BWL
74
Bogart Wealth LLC
Virginia
$3K +$3K +75 New
TFA
75
Transamerica Financial Advisors
Florida
$1K -$1K -12 -50%
1 2
3
4