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Invesco Dorsey Wright Healthcare Momentum ETF
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Overview Fund Activity

71 hedge funds and large institutions have $50.4M invested in Invesco Dorsey Wright Healthcare Momentum ETF in 2024 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 12 increasing their positions, 21 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
71
Holders Change
+6
Holders Change %
+9.23%
% of All Funds
1.03%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
12
Reduced
21
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJA
Raymond James & Associates
Florida
$1.69M
2
PAG
Private Advisor Group
New Jersey
$1.2M
3
LPL Financial
LPL Financial
California
$6.24M
4
SA
SFI Advisors
New Jersey
$4.23M
5
CIBC World Market
CIBC World Market
Ontario, Canada
$378K

Top Sellers

1
CW
Connectus Wealth
Ohio
$220K
2
Morgan Stanley
Morgan Stanley
New York
$8.93M
3
Citadel Advisors
Citadel Advisors
Florida
$510K
4
FTUS
Flow Traders U.S.
New York
$0
5
JIP
Jaffetilchin Investment Partners
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
S
51
SignatureFD
Georgia
$33.8K +$33.8K +770 New
FGAM
52
Financial Gravity Asset Management
Texas
$31.2K +$15.6K +375 +100%
GWM
53
Geneos Wealth Management
Colorado
$29.7K – – –
PTC
54
Private Trust Company
Ohio
$27.8K -$1.93K -44 -7%
AF
55
Allworth Financial
California
$27K +$27K +615 New
AIA
56
Armor Investment Advisors
North Carolina
$25.5K +$25.5K +579 New
WIM
57
Westside Investment Management
California
$24.4K – – –
NA
58
NewEdge Advisors
Louisiana
$21.2K -$12.1K -276 -36%
RIA
59
Realta Investment Advisors
Delaware
$16.5K +$16.5K +375 New
GRP
60
Global Retirement Partners
California
$13.2K -$74.1K -1,686 -85%
CIAS
61
Capital Investment Advisory Services
North Carolina
$13.2K – – –
Carson Wealth (CWM LLC)
62
Carson Wealth (CWM LLC)
Nebraska
$12K – – –
IA
63
IFP Advisors
Florida
$8.84K – – –
HCM
64
Hollencrest Capital Management
California
$8.57K – – –
FFA
65
Founders Financial Alliance
North Carolina
$5.54K +$5.54K +126 New
KFI
66
Key Financial Inc
Pennsylvania
$5.28K – – –
PNC Financial Services Group
67
PNC Financial Services Group
Pennsylvania
$4.66K – – –
PS
68
Principal Securities
Iowa
$3.83K – – –
PP
69
PFS Partners
New Jersey
$3.83K – – –
Qube Research & Technologies (QRT)
70
Qube Research & Technologies (QRT)
United Kingdom
$3.65K – – –
CFD
71
Creative Financial Designs
Indiana
$3.3K – – –
FTUS
72
Flow Traders U.S.
New York
– -$351K -8,962 Closed
JIP
73
Jaffetilchin Investment Partners
Florida
– -$340K -8,681 Closed
AWM
74
AE Wealth Management
Kansas
– -$325K -8,196 Closed
ASN
75
Advisory Services Network
Georgia
– -$174K -4,449 Closed
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