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Invesco Dorsey Wright Healthcare Momentum ETF
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Overview Fund Activity

76 hedge funds and large institutions have $93.6M invested in Invesco Dorsey Wright Healthcare Momentum ETF in 2022 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 34 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
76
Holders Change
–
Holders Change %
0%
% of All Funds
1.23%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
8
Increased
15
Reduced
34
Closed
7
Calls
–
Puts
$258K
Net Calls
-$258K
Net Calls Change
-$16K

Top Buyers

1
SA
SFI Advisors
New Jersey
$2.62M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$1.71M
3
EWA
EP Wealth Advisors
California
$235K
4
BWA
Beam Wealth Advisors
Louisiana
$1.94M
5
NA
NewEdge Advisors
Louisiana
$473K

Top Sellers

1
RJFSA
Raymond James Financial Services Advisors
Florida
$1.07M
2
WWM
Western Wealth Management
Colorado
$0
3
CW
Connectus Wealth
Ohio
$16M
4
Citadel Advisors
Citadel Advisors
Florida
$0
5
Morgan Stanley
Morgan Stanley
New York
$10.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Rockefeller Capital Management
51
Rockefeller Capital Management
New York
$152K – – –
HI
52
Harbour Investments
Wisconsin
$152K – – –
AWM
53
Accel Wealth Management
Iowa
$149K – – –
BFEC
54
Benjamin F. Edwards & Company
Missouri
$123K – – –
Northwestern Mutual Wealth Management
55
Northwestern Mutual Wealth Management
Wisconsin
$113K -$885K -21,573 -89%
BNP Paribas Financial Markets
56
BNP Paribas Financial Markets
France
$112K +$112K +2,739 New
BAM
57
Belpointe Asset Management
Nevada
$88.4K +$88.4K +2,157 New
BAM
58
Bellevue Asset Management
Washington
$82.8K – – –
ASN
59
Advisory Services Network
Georgia
$71.3K +$71.3K +1,740 New
ACA
60
Aptus Capital Advisors
Alabama
$52.6K +$49.6K +1,209 +1,612%
PA
61
Parallel Advisors
California
$49.2K – – –
GWM
62
Geneos Wealth Management
Colorado
$40K – – –
National Bank of Canada
63
National Bank of Canada
Quebec, Canada
$36.8K – – –
Citigroup
64
Citigroup
New York
$35.7K +$11.1K +270 +45%
Fidelity Investments
65
Fidelity Investments
Massachusetts
$21.3K +$11.1K +270 +108%
RIA
66
Realta Investment Advisors
Delaware
$16.2K +$492 +12 +3%
SWA
67
SOA Wealth Advisors
New York
$14.9K -$71K -1,731 -83%
CIAS
68
Capital Investment Advisory Services
North Carolina
$12.3K – – –
Carson Wealth (CWM LLC)
69
Carson Wealth (CWM LLC)
Nebraska
$11K – – –
SC
70
SouthState Corp
Florida
$6.03K +$6.03K +147 New
TWM
71
Tradition Wealth Management
Minnesota
$6K -$10.1K -228 -63%
JPMorgan Chase & Co
72
JPMorgan Chase & Co
New York
$5K +$5K +120 New
KFI
73
Key Financial Inc
Pennsylvania
$4.85K – – –
PP
74
PFS Partners
New Jersey
$3.57K +$3.57K +87 New
TFA
75
Transamerica Financial Advisors
Florida
$1K +$200 +3 +25%
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