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Invesco Dorsey Wright Healthcare Momentum ETF
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Overview Fund Activity

73 hedge funds and large institutions have $72.7M invested in Invesco Dorsey Wright Healthcare Momentum ETF in 2023 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 13 increasing their positions, 34 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
73
Holders Change
-3
Holders Change %
-3.95%
% of All Funds
1.17%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
6
Increased
13
Reduced
34
Closed
9
Calls
–
Puts
$288K
Net Calls
-$288K
Net Calls Change
-$30K

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
$1.05M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$2.22M
3
EWA
EP Wealth Advisors
California
$906K
4
TRCT
Tower Research Capital (TRC)
New York
$1.19M
5
PAG
Private Advisor Group
New Jersey
$365K

Top Sellers

1
Wells Fargo
Wells Fargo
California
$1.72M
2
MIH
Meitav Investment House
Israel
$401K
3
Morgan Stanley
Morgan Stanley
New York
$8.72M
4
UBS Group
UBS Group
Switzerland
$2.77M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$1.09M
Name Holding Trade Value Shares
Change 		Shares
Change %
CW
1
Connectus Wealth
Ohio
$14.6M +$16.5K +441 +0.1%
Morgan Stanley
2
Morgan Stanley
New York
$8.72M -$818K -21,870 -9%
CI
3
Cavalier Investments
Georgia
$5.03M +$294K +7,848 +6%
Bank of America
4
Bank of America
North Carolina
$4.47M -$10.8K -288 -0.2%
LPL Financial
5
LPL Financial
California
$3.89M -$250K -6,693 -6%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$2.94M -$242K -6,471 -8%
UBS Group
7
UBS Group
Switzerland
$2.77M -$484K -12,933 -15%
SA
8
SFI Advisors
New Jersey
$2.63M +$246K +6,576 +10%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$2.22M +$691K +18,453 +45%
IWM
10
IHT Wealth Management
Illinois
$1.85M +$155K +4,155 +9%
BWA
11
Beam Wealth Advisors
Louisiana
$1.81M +$36.4K +972 +2%
Wells Fargo
12
Wells Fargo
California
$1.72M -$8.79M -234,921 -84%
KIA
13
Kraematon Investment Advisors
Massachusetts
$1.57M -$423K -11,292 -21%
UIA
14
Ulland Investment Advisors
Minnesota
$1.24M -$259K -6,936 -17%
TRCT
15
Tower Research Capital (TRC)
New York
$1.19M +$447K +11,949 +60%
Osaic Holdings
16
Osaic Holdings
Arizona
$1.13M -$70K -1,869 -6%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$1.09M -$466K -12,447 -30%
Citadel Advisors
18
Citadel Advisors
Florida
$1.05M +$1.05M +28,110 New
SAM
19
SignalPoint Asset Management
Missouri
$1.01M – – –
RJFSA
20
Raymond James Financial Services Advisors
Florida
$999K +$20.1K +537 +2%
SPIA
21
Steward Partners Investment Advisory
New York
$957K -$56.1K -1,500 -6%
EWA
22
EP Wealth Advisors
California
$906K +$656K +15,054 +263%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$658K -$5.39K -144 -0.8%
OIA
24
OneDigital Investment Advisors
Kansas
$546K -$242K -6,468 -31%
Brown Advisory
25
Brown Advisory
Maryland
$536K – – –
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