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Invesco Dorsey Wright Healthcare Momentum ETF
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Overview Fund Activity

65 hedge funds and large institutions have $60.1M invested in Invesco Dorsey Wright Healthcare Momentum ETF in 2023 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 9 increasing their positions, 28 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
65
Holders Change
-2
Holders Change %
-2.99%
% of All Funds
0.95%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
9
Reduced
28
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$16.4M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$1.15M
3
LPL Financial
3
LPL Financial
California
$4.77M
4
AWS
4
Atria Wealth Solutions
New York
$694K
5
JIP
5
Jaffetilchin Investment Partners
Florida
$340K

Top Sellers

1
KIA
1
Kraematon Investment Advisors
Massachusetts
$0
2
Citadel Advisors
2
Citadel Advisors
Florida
$842K
3
SS
3
Sunbelt Securities
Texas
$0
4
Ameriprise
4
Ameriprise
Minnesota
$0
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$1.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Citigroup
51
Citigroup
New York
$23.5K – – –
WIM
52
Westside Investment Management
California
$21.7K – – –
FGAM
53
Financial Gravity Asset Management
Texas
$14.7K +$14.7K +375 New
CIAS
54
Capital Investment Advisory Services
North Carolina
$11.7K – – –
Carson Wealth (CWM LLC)
55
Carson Wealth (CWM LLC)
Nebraska
$11K – – –
IA
56
IFP Advisors
Florida
$7.87K +$7.87K +201 New
HCM
57
Hollencrest Capital Management
California
$7.63K +$7.63K +195 New
KFI
58
Key Financial Inc
Pennsylvania
$4.7K – – –
PNC Financial Services Group
59
PNC Financial Services Group
Pennsylvania
$4.15K – – –
PP
60
PFS Partners
New Jersey
$3.41K – – –
PS
61
Principal Securities
Iowa
$3.41K +$3.41K +87 New
Qube Research & Technologies (QRT)
62
Qube Research & Technologies (QRT)
United Kingdom
$3.25K -$2.11K -54 -39%
CFD
63
Creative Financial Designs
Indiana
$2.94K – – –
PWMG
64
Provence Wealth Management Group
California
$1.17K – – –
TFA
65
Transamerica Financial Advisors
Florida
$1K -$4K -8 -80%
KIA
66
Kraematon Investment Advisors
Massachusetts
– -$1.04M -30,839 Closed
SS
67
Sunbelt Securities
Texas
– -$431K -12,836 Closed
Ameriprise
68
Ameriprise
Minnesota
– -$416K -12,375 Closed
AAS
69
Asset Allocation Strategies
Michigan
– -$347K -10,331 Closed
CAPTRUST Financial Advisors
70
CAPTRUST Financial Advisors
North Carolina
– -$241K -7,164 Closed
RJA
71
Raymond James & Associates
Florida
– -$206K -6,134 Closed
BNP Paribas Financial Markets
72
BNP Paribas Financial Markets
France
– -$26.9K -800 Closed
CIA
73
Cape Investment Advisory
Georgia
– -$12.6K -375 Closed
RIA
74
Realta Investment Advisors
Delaware
– -$15.2K -125 Closed
JPMorgan Chase & Co
75
JPMorgan Chase & Co
New York
– -$4.03K -120 Closed
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