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Invesco Dorsey Wright Healthcare Momentum ETF
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Overview Fund Activity

76 hedge funds and large institutions have $93.6M invested in Invesco Dorsey Wright Healthcare Momentum ETF in 2022 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 34 reducing their positions, and 7 closing their positions.

Holders
76
Holders Change
–
Holders Change %
0%
% of All Funds
1.23%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
8
Increased
15
Reduced
34
Closed
7
Calls
–
Puts
$258K
Net Calls
-$258K
Net Calls Change
-$16K

Top Buyers

1
SA
1
SFI Advisors
New Jersey
$2.62M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$1.71M
3
EWA
3
EP Wealth Advisors
California
$235K
4
BWA
4
Beam Wealth Advisors
Louisiana
$1.94M
5
NA
5
NewEdge Advisors
Louisiana
$473K

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$1.07M
2
WWM
2
Western Wealth Management
Colorado
$0
3
CW
3
Connectus Wealth
Ohio
$16M
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$10.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CW
1
Connectus Wealth
Ohio
$16M -$1.67M -40,797 -9%
Wells Fargo
2
Wells Fargo
California
$11.5M -$496K -12,096 -4%
Morgan Stanley
3
Morgan Stanley
New York
$10.4M -$1.05M -25,665 -9%
CI
4
Cavalier Investments
Georgia
$5.19M -$274K -6,672 -5%
Bank of America
5
Bank of America
North Carolina
$4.9M -$74.1K -1,806 -1%
LPL Financial
6
LPL Financial
California
$4.54M -$306K -7,461 -6%
UBS Group
7
UBS Group
Switzerland
$3.56M -$609K -14,844 -15%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$3.49M -$12.9K -315 -0.4%
SA
9
SFI Advisors
New Jersey
$2.62M +$407K +9,933 +18%
KIA
10
Kraematon Investment Advisors
Massachusetts
$2.18M +$16.6K +405 +0.8%
BWA
11
Beam Wealth Advisors
Louisiana
$1.94M +$230K +5,607 +13%
IWM
12
IHT Wealth Management
Illinois
$1.86M -$147K -3,591 -7%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$1.71M +$404K +9,858 +31%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$1.67M +$157K +3,819 +10%
UIA
15
Ulland Investment Advisors
Minnesota
$1.64M -$61.5K -1,500 -4%
MIH
16
Meitav Investment House
Israel
$1.63M -$7.26K -177 -0.4%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$1.32M -$105K -2,550 -7%
Osaic Holdings
18
Osaic Holdings
Arizona
$1.31M -$183K -4,461 -12%
SAM
19
SignalPoint Asset Management
Missouri
$1.11M -$2.71K -66 -0.2%
SPIA
20
Steward Partners Investment Advisory
New York
$1.11M – – –
RJFSA
21
Raymond James Financial Services Advisors
Florida
$1.07M -$1.95M -47,556 -65%
OIA
22
OneDigital Investment Advisors
Kansas
$864K -$12.3K -300 -1%
TRCT
23
Tower Research Capital (TRC)
New York
$816K +$93.8K +2,289 +13%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$727K -$42.6K -1,038 -6%
CAN
25
Cetera Advisor Networks
California
$654K -$634K -15,474 -49%
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