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Invesco Dorsey Wright Healthcare Momentum ETF
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Overview Fund Activity

66 hedge funds and large institutions have $44.1M invested in Invesco Dorsey Wright Healthcare Momentum ETF in 2024 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 9 increasing their positions, 22 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
66
Holders Change
+2
Holders Change %
+3.13%
% of All Funds
0.88%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
9
Reduced
22
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$494K
2
ASN
Advisory Services Network
Georgia
+$220K
3
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$200K
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$138K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$126K

Top Sellers

1
JIP
Jaffetilchin Investment Partners
Florida
-$911K
2
IWM
IHT Wealth Management
Illinois
-$864K
3
LPL Financial
LPL Financial
California
-$688K
4
KWA
Kingswood Wealth Advisors
California
-$471K
5
SA
SFI Advisors
New Jersey
-$294K
Name Holding Trade Value Shares
Change 		Shares
Change %
WIM
51
Westside Investment Management
California
$16.2K -$6.01K -150 -27%
DWM
52
Darwin Wealth Management
Florida
$14.5K – – –
CIAS
53
Capital Investment Advisory Services
North Carolina
$12K – – –
Carson Wealth (CWM LLC)
54
Carson Wealth (CWM LLC)
Nebraska
$11K – – –
HCM
55
Hollencrest Capital Management
California
$7.81K – – –
Northwestern Mutual Wealth Management
56
Northwestern Mutual Wealth Management
Wisconsin
$6.61K +$6.61K +165 New
AWM
57
AE Wealth Management
Kansas
$6.41K +$6.41K +160 New
KFI
58
Key Financial Inc
Pennsylvania
$4.81K – – –
PNC Financial Services Group
59
PNC Financial Services Group
Pennsylvania
$4.24K – – –
PP
60
PFS Partners
New Jersey
$3.49K – – –
Qube Research & Technologies (QRT)
61
Qube Research & Technologies (QRT)
United Kingdom
$3.32K – – –
CFD
62
Creative Financial Designs
Indiana
$3K – – –
SIM
63
Synergy Investment Management
Florida
$1.44K +$1.44K +36 New
CAS
64
Coppell Advisory Solutions
Texas
$961 – – –
SAM
65
Synergy Asset Management
Washington
$558 +$558 +12 New
JIP
66
Jaffetilchin Investment Partners
Florida
– -$911K -19,598 Closed
KWA
67
Kingswood Wealth Advisors
California
– -$471K -10,138 Closed
AWM
68
Avaii Wealth Management
Wisconsin
– -$223K -4,795 Closed
MGIA
69
Moneta Group Investment Advisors
Missouri
– -$221K -4,761 Closed
RIA
70
Realta Investment Advisors
Delaware
– -$18.5K -400 Closed
NA
71
NewEdge Advisors
Louisiana
– -$18.5K -399 Closed
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