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Invesco Dorsey Wright Healthcare Momentum ETF

67 hedge funds and large institutions have $46.8M invested in Invesco Dorsey Wright Healthcare Momentum ETF in 2023 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 13 increasing their positions, 33 reducing their positions, and 10 closing their positions.

Holders
67
Holders Change
-7
Holders Change %
-9.46%
% of All Funds
1.07%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
13
Reduced
33
Closed
10
Calls
$20K
Puts
$34K
Net Calls
-$14K
Net Calls Change
-$14K
Name Holding Trade Value Shares
Change
Shares
Change %
CW
1
Connectus Wealth
Ohio
$8.68M -$5.64M -167,859 -39%
Morgan Stanley
2
Morgan Stanley
New York
$6.58M -$911K -27,132 -12%
Bank of America
3
Bank of America
North Carolina
$3.74M -$68.3K -2,035 -2%
LPL Financial
4
LPL Financial
California
$3.23M -$312K -9,298 -9%
SA
5
SFI Advisors
New Jersey
$2.9M +$1.95M +58,026 +205%
UBS Group
6
UBS Group
Switzerland
$1.97M -$82.9K -2,468 -4%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$1.86M -$230K -6,851 -11%
Citadel Advisors
8
Citadel Advisors
Florida
$1.6M +$873K +25,998 +121%
IWM
9
IHT Wealth Management
Illinois
$1.48M -$175K -5,215 -11%
Wells Fargo
10
Wells Fargo
California
$1.35M -$34.9K -1,038 -3%
KIA
11
Kraematon Investment Advisors
Massachusetts
$1.04M -$165K -4,912 -14%
TRCT
12
Tower Research Capital (TRC)
New York
$1M +$433K +12,909 +76%
Osaic Holdings
13
Osaic Holdings
Arizona
$917K +$189K +5,678 +26%
SAM
14
SignalPoint Asset Management
Missouri
$841K -$42K -1,250 -5%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$767K -$128K -3,817 -14%
SPIA
16
Steward Partners Investment Advisory
New York
$672K +$6.72K +200 +1%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$622K -$269K -8,001 -30%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$583K -$12.6K -376 -2%
SS
19
Sunbelt Securities
Texas
$431K +$168K +4,997 +64%
Ameriprise
20
Ameriprise
Minnesota
$416K -$8.46K -252 -2%
Stifel Financial
21
Stifel Financial
Missouri
$409K -$12.6K -375 -3%
PA
22
PFG Advisors
Arizona
$371K +$3.06K +91 +0.8%
OIA
23
OneDigital Investment Advisors
Kansas
$366K
AAS
24
Asset Allocation Strategies
Michigan
$347K +$22.9K +683 +7%
BWA
25
Beam Wealth Advisors
Louisiana
$332K -$58.8K -1,752 -15%