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Invesco Dorsey Wright Healthcare Momentum ETF

65 hedge funds and large institutions have $60.1M invested in Invesco Dorsey Wright Healthcare Momentum ETF in 2023 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 9 increasing their positions, 28 reducing their positions, and 10 closing their positions.

Holders
65
Holders Change
-2
Holders Change %
-2.99%
% of All Funds
0.95%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
9
Reduced
28
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$16.4M +$8.69M +221,901 +113%
CW
2
Connectus Wealth
Ohio
$10M -$76.9K -1,965 -0.8%
LPL Financial
3
LPL Financial
California
$4.77M +$1M +25,571 +27%
Bank of America
4
Bank of America
North Carolina
$4.21M -$147K -3,768 -3%
SA
5
SFI Advisors
New Jersey
$3.04M -$344K -8,778 -10%
UBS Group
6
UBS Group
Switzerland
$2.16M -$129K -3,296 -6%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$1.8M -$372K -9,497 -17%
IWM
8
IHT Wealth Management
Illinois
$1.59M -$140K -3,572 -8%
Wells Fargo
9
Wells Fargo
California
$1.43M -$143K -3,644 -9%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$1.15M +$1.15M +29,314 New
SAM
11
SignalPoint Asset Management
Missouri
$949K -$30K -766 -3%
Osaic Holdings
12
Osaic Holdings
Arizona
$901K -$179K -4,577 -17%
TRCT
13
Tower Research Capital (TRC)
New York
$871K -$297K -7,590 -25%
Citadel Advisors
14
Citadel Advisors
Florida
$842K -$1.02M -26,046 -55%
SPIA
15
Steward Partners Investment Advisory
New York
$783K
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$761K -$133K -3,399 -15%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$706K +$26.5K +677 +4%
AWS
18
Atria Wealth Solutions
New York
$694K +$694K +17,722 New
RJFSA
19
Raymond James Financial Services Advisors
Florida
$687K -$38.2K -975 -5%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$566K +$233K +5,945 +70%
Stifel Financial
21
Stifel Financial
Missouri
$510K +$32.9K +841 +7%
PA
22
PFG Advisors
Arizona
$435K +$2.86K +73 +0.7%
FTUS
23
Flow Traders U.S.
New York
$351K +$43K +1,099 +14%
JIP
24
Jaffetilchin Investment Partners
Florida
$340K +$340K +8,681 New
AWM
25
AE Wealth Management
Kansas
$325K -$2.5K -63 -0.8%