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Invesco Dorsey Wright Healthcare Momentum ETF

64 hedge funds and large institutions have $49.3M invested in Invesco Dorsey Wright Healthcare Momentum ETF in 2024 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 8 increasing their positions, 20 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
64
Holders Change
+1
Holders Change %
+1.59%
% of All Funds
0.93%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
8
Reduced
20
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$8.63M -$569K -12,235 -6%
LPL Financial
2
LPL Financial
California
$5.04M +$247K +5,306 +5%
Bank of America
3
Bank of America
North Carolina
$4.91M -$35.5K -764 -0.7%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$4.8M +$2.73M +58,793 +132%
SA
5
SFI Advisors
New Jersey
$4.41M -$63.1K -1,357 -1%
IWM
6
IHT Wealth Management
Illinois
$4.33M +$1.65M +35,650 +62%
UBS Group
7
UBS Group
Switzerland
$2.21M -$201K -4,320 -8%
Wells Fargo
8
Wells Fargo
California
$1.35M -$48.5K -1,043 -3%
SAM
9
SignalPoint Asset Management
Missouri
$1.06M -$3.21K -70 -0.3%
JIP
10
Jaffetilchin Investment Partners
Florida
$911K +$911K +19,598 New
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$812K -$38.6K -830 -5%
AWS
12
Atria Wealth Solutions
New York
$798K -$60.3K -1,297 -7%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$793K +$87.3K +1,879 +12%
Osaic Holdings
14
Osaic Holdings
Arizona
$636K -$29.3K -630 -4%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$627K -$28.1K -605 -4%
SPIA
16
Steward Partners Investment Advisory
New York
$572K
Stifel Financial
17
Stifel Financial
Missouri
$520K -$11.5K -247 -2%
PA
18
PFG Advisors
Arizona
$494K +$2.88K +62 +0.6%
KWA
19
Kingswood Wealth Advisors
California
$471K +$471K +10,138 New
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$417K -$73.4K -1,579 -15%
CWM
21
Concentrum Wealth Management
California
$376K
TRCT
22
Tower Research Capital (TRC)
New York
$360K -$566K -12,173 -61%
Citadel Advisors
23
Citadel Advisors
Florida
$337K +$337K +7,258 New
PAG
24
Private Advisor Group
New Jersey
$328K
MML Investors Services
25
MML Investors Services
Massachusetts
$319K -$18.4K -395 -5%