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Invesco Dorsey Wright Healthcare Momentum ETF
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Overview Fund Activity

71 hedge funds and large institutions have $50.4M invested in Invesco Dorsey Wright Healthcare Momentum ETF in 2024 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 12 increasing their positions, 21 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
71
Holders Change
+6
Holders Change %
+9.23%
% of All Funds
1.03%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
12
Reduced
21
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJA
Raymond James & Associates
Florida
$1.69M
2
PAG
Private Advisor Group
New Jersey
$1.2M
3
LPL Financial
LPL Financial
California
$6.24M
4
SA
SFI Advisors
New Jersey
$4.23M
5
CIBC World Market
CIBC World Market
Ontario, Canada
$378K

Top Sellers

1
CW
Connectus Wealth
Ohio
$220K
2
Morgan Stanley
Morgan Stanley
New York
$8.93M
3
Citadel Advisors
Citadel Advisors
Florida
$510K
4
FTUS
Flow Traders U.S.
New York
$0
5
JIP
Jaffetilchin Investment Partners
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$8.93M -$9.44M -214,819 -51%
LPL Financial
2
LPL Financial
California
$6.24M +$891K +20,261 +17%
Bank of America
3
Bank of America
North Carolina
$4.77M +$32.3K +735 +0.7%
SA
4
SFI Advisors
New Jersey
$4.23M +$818K +18,599 +24%
UBS Group
5
UBS Group
Switzerland
$2.28M -$152K -3,469 -6%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$1.93M -$85.4K -1,943 -4%
Wells Fargo
7
Wells Fargo
California
$1.92M +$313K +7,110 +19%
IWM
8
IHT Wealth Management
Illinois
$1.84M +$51.6K +1,173 +3%
RJA
9
Raymond James & Associates
Florida
$1.69M +$1.69M +38,509 New
PAG
10
Private Advisor Group
New Jersey
$1.2M +$896K +20,381 +297%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$1.12M -$164K -3,737 -13%
SAM
12
SignalPoint Asset Management
Missouri
$1.07M -$1.32K -30 -0.1%
AWS
13
Atria Wealth Solutions
New York
$983K +$204K +4,645 +26%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$837K -$17.8K -405 -2%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$785K +$13.5K +308 +2%
Osaic Holdings
16
Osaic Holdings
Arizona
$734K -$278K -6,334 -28%
TRCT
17
Tower Research Capital (TRC)
New York
$658K -$320K -7,285 -33%
Stifel Financial
18
Stifel Financial
Missouri
$580K +$7.25K +165 +1%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$547K +$294K +6,686 +116%
SPIA
20
Steward Partners Investment Advisory
New York
$541K -$338K -7,700 -39%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$533K -$103K -2,344 -16%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$519K -$274K -6,243 -35%
Citadel Advisors
23
Citadel Advisors
Florida
$510K -$435K -9,892 -46%
PA
24
PFG Advisors
Arizona
$486K -$2.95K -67 -0.6%
CIBC World Market
25
CIBC World Market
Ontario, Canada
$378K +$378K +8,595 New
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