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Invesco Dorsey Wright Healthcare Momentum ETF
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Overview Fund Activity

76 hedge funds and large institutions have $103M invested in Invesco Dorsey Wright Healthcare Momentum ETF in 2022 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 31 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
76
Holders Change
-7
Holders Change %
-8.43%
% of All Funds
1.31%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
7
Increased
12
Reduced
31
Closed
12
Calls
–
Puts
$242K
Net Calls
-$242K
Net Calls Change
-$242K

Top Buyers

1
SA
1
SFI Advisors
New Jersey
$2.18M
2
Citadel Advisors
2
Citadel Advisors
Florida
$1.55M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$983K
4
IWM
4
IHT Wealth Management
Illinois
$1.98M
5
Wells Fargo
5
Wells Fargo
California
$11.8M

Top Sellers

1
FTUS
1
Flow Traders U.S.
New York
$327K
2
PFS
2
Prospera Financial Services
Texas
$0
3
Goldman Sachs
3
Goldman Sachs
New York
$0
4
Ameriprise
4
Ameriprise
Minnesota
$923K
5
LPL Financial
5
LPL Financial
California
$4.77M
Name Holding Trade Value Shares
Change 		Shares
Change %
CW
1
Connectus Wealth
Ohio
$17.4M -$109K -2,694 -0.6%
Wells Fargo
2
Wells Fargo
California
$11.8M +$422K +10,449 +4%
Morgan Stanley
3
Morgan Stanley
New York
$11.3M -$362K -8,961 -3%
CI
4
Cavalier Investments
Georgia
$5.38M -$463K -11,451 -8%
Bank of America
5
Bank of America
North Carolina
$4.91M -$48.7K -1,206 -1%
LPL Financial
6
LPL Financial
California
$4.77M -$696K -17,232 -13%
UBS Group
7
UBS Group
Switzerland
$4.11M +$247K +6,120 +6%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$3.45M -$72.6K -1,797 -2%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$2.98M -$194K -4,794 -6%
SA
10
SFI Advisors
New Jersey
$2.18M +$2.18M +53,880 New
KIA
11
Kraematon Investment Advisors
Massachusetts
$2.13M -$70.3K -1,740 -3%
IWM
12
IHT Wealth Management
Illinois
$1.98M +$758K +18,765 +62%
WWM
13
Western Wealth Management
Colorado
$1.89M – – –
BWA
14
Beam Wealth Advisors
Louisiana
$1.69M +$20K +495 +1%
UIA
15
Ulland Investment Advisors
Minnesota
$1.68M -$95.2K -2,355 -5%
MIH
16
Meitav Investment House
Israel
$1.61M -$5.45K -135 -0.3%
Citadel Advisors
17
Citadel Advisors
Florida
$1.55M +$1.14M +28,266 +279%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$1.49M -$668K -16,542 -31%
Osaic Holdings
19
Osaic Holdings
Arizona
$1.47M -$125K -3,102 -8%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$1.41M -$303K -7,497 -18%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$1.29M -$341K -8,439 -21%
CAN
22
Cetera Advisor Networks
California
$1.27M -$84.5K -2,091 -6%
SAM
23
SignalPoint Asset Management
Missouri
$1.1M -$727 -18 -0.1%
SPIA
24
Steward Partners Investment Advisory
New York
$1.09M +$42.4K +1,050 +4%
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$983K +$863K +21,357 +721%
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