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Invesco Dorsey Wright Healthcare Momentum ETF
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Overview Fund Activity

73 hedge funds and large institutions have $72.7M invested in Invesco Dorsey Wright Healthcare Momentum ETF in 2023 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 13 increasing their positions, 34 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
73
Holders Change
-3
Holders Change %
-3.95%
% of All Funds
1.17%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
6
Increased
13
Reduced
34
Closed
9
Calls
–
Puts
$288K
Net Calls
-$288K
Net Calls Change
-$30K

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
$1.05M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$2.22M
3
EWA
EP Wealth Advisors
California
$906K
4
TRCT
Tower Research Capital (TRC)
New York
$1.19M
5
PAG
Private Advisor Group
New Jersey
$365K

Top Sellers

1
Wells Fargo
Wells Fargo
California
$1.72M
2
MIH
Meitav Investment House
Israel
$401K
3
Morgan Stanley
Morgan Stanley
New York
$8.72M
4
UBS Group
UBS Group
Switzerland
$2.77M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$1.09M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAS
51
Ameritas Advisory Services
Nebraska
$82.2K +$82.2K +2,124 New
BAM
52
Belpointe Asset Management
Nevada
$80.2K -$561 -15 -0.7%
BAM
53
Bellevue Asset Management
Washington
$54.3K -$22.5K -600 -29%
SWA
54
SOA Wealth Advisors
New York
$50K +$36.4K +972 +268%
PA
55
Parallel Advisors
California
$44.9K – – –
GWM
56
Geneos Wealth Management
Colorado
$36.5K – – –
NA
57
NewEdge Advisors
Louisiana
$35.5K -$465K -12,414 -93%
National Bank of Canada
58
National Bank of Canada
Quebec, Canada
$33.6K – – –
Citigroup
59
Citigroup
New York
$22.5K -$10.1K -270 -31%
CIA
60
Cape Investment Advisory
Georgia
$14K +$14K +375 New
Fidelity Investments
61
Fidelity Investments
Massachusetts
$12.1K -$7.3K -195 -38%
WIM
62
Westside Investment Management
California
$11.2K – – –
CIAS
63
Capital Investment Advisory Services
North Carolina
$11.2K – – –
Carson Wealth (CWM LLC)
64
Carson Wealth (CWM LLC)
Nebraska
$10K – – –
Northwestern Mutual Wealth Management
65
Northwestern Mutual Wealth Management
Wisconsin
$6.74K -$96.1K -2,568 -93%
PNC Financial Services Group
66
PNC Financial Services Group
Pennsylvania
$5.39K +$5.39K +144 New
TWM
67
Tradition Wealth Management
Minnesota
$5K – – –
JPMorgan Chase & Co
68
JPMorgan Chase & Co
New York
$4.49K – – –
KFI
69
Key Financial Inc
Pennsylvania
$4.49K – – –
PP
70
PFS Partners
New Jersey
$3.26K – – –
Commonwealth Equity Services
71
Commonwealth Equity Services
Massachusetts
$1.1K -$106 -2,826 -9%
TFA
72
Transamerica Financial Advisors
Florida
$1K -$667 -6 -40%
AAS
73
Asset Allocation Strategies
Michigan
– -$429K -10,461 Closed
BFG
74
Baron Financial Group
New Jersey
– -$395K -9,630 Closed
FTUS
75
Flow Traders U.S.
New York
– -$270K -6,585 Closed
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