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Invesco Dorsey Wright Healthcare Momentum ETF
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Overview Fund Activity

74 hedge funds and large institutions have $66.5M invested in Invesco Dorsey Wright Healthcare Momentum ETF in 2023 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 15 increasing their positions, 31 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
74
Holders Change
+1
Holders Change %
+1.37%
% of All Funds
1.17%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
15
Reduced
31
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CW
1
Connectus Wealth
Ohio
$17.3M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$1.69M
3
AAS
3
Asset Allocation Strategies
Michigan
$392K
4
FTUS
4
Flow Traders U.S.
New York
$344K
5
SS
5
Sunbelt Securities
Texas
$318K

Top Sellers

1
CI
1
Cavalier Investments
Georgia
$0
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$431K
3
SA
3
SFI Advisors
New Jersey
$1.15M
4
BWA
4
Beam Wealth Advisors
Louisiana
$473K
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$2.53M
Name Holding Trade Value Shares
Change 		Shares
Change %
HI
51
Harbour Investments
Wisconsin
$108K -$42K -1,035 -28%
Qube Research & Technologies (QRT)
52
Qube Research & Technologies (QRT)
United Kingdom
$75K -$163K -3,015 -69%
BAM
53
Bellevue Asset Management
Washington
$58.9K – – –
Fidelity Investments
54
Fidelity Investments
Massachusetts
$54.4K +$41.2K +1,014 +313%
SWA
55
SOA Wealth Advisors
New York
$54.2K – – –
OSAM
56
O'Shaughnessy Asset Management
Connecticut
$49.8K +$49.8K +1,227 New
GWM
57
Geneos Wealth Management
Colorado
$39.6K – – –
MIH
58
Meitav Investment House
Israel
$36.7K -$361K -9,045 -91%
National Bank of Canada
59
National Bank of Canada
Quebec, Canada
$36.5K – – –
NA
60
NewEdge Advisors
Louisiana
$35.6K -$2.92K -72 -8%
Citigroup
61
Citigroup
New York
$24.4K – – –
CIA
62
Cape Investment Advisory
Georgia
$15.2K – – –
RIA
63
Realta Investment Advisors
Delaware
$15.2K +$15.2K +375 New
CIAS
64
Capital Investment Advisory Services
North Carolina
$12.2K – – –
WIM
65
Westside Investment Management
California
$12.2K – – –
Carson Wealth (CWM LLC)
66
Carson Wealth (CWM LLC)
Nebraska
$11K – – –
PNC Financial Services Group
67
PNC Financial Services Group
Pennsylvania
$6.45K +$609 +15 +10%
TWM
68
Tradition Wealth Management
Minnesota
$5K – – –
JPMorgan Chase & Co
69
JPMorgan Chase & Co
New York
$4.87K – – –
KFI
70
Key Financial Inc
Pennsylvania
$4.87K – – –
PP
71
PFS Partners
New Jersey
$3.53K – – –
CFD
72
Creative Financial Designs
Indiana
$3.05K +$3.05K +75 New
Northwestern Mutual Wealth Management
73
Northwestern Mutual Wealth Management
Wisconsin
$1.83K -$5.48K -135 -75%
TFA
74
Transamerica Financial Advisors
Florida
$1K -$500 -3 -33%
CI
75
Cavalier Investments
Georgia
– -$5.03M -134,436 Closed
1 2
3
4