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Invesco Dorsey Wright Healthcare Momentum ETF
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Overview Fund Activity

66 hedge funds and large institutions have $44.1M invested in Invesco Dorsey Wright Healthcare Momentum ETF in 2024 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 9 increasing their positions, 22 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
66
Holders Change
+2
Holders Change %
+3.13%
% of All Funds
0.88%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
9
Reduced
22
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
$784K
2
ASN
Advisory Services Network
Georgia
$220K
3
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$200K
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$838K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$377K

Top Sellers

1
JIP
Jaffetilchin Investment Partners
Florida
$0
2
IWM
IHT Wealth Management
Illinois
$2.88M
3
LPL Financial
LPL Financial
California
$3.66M
4
KWA
Kingswood Wealth Advisors
California
$0
5
SA
SFI Advisors
New Jersey
$3.51M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$7.18M -$259K -6,459 -3%
BFF
2
Byrne Financial Freedom
Massachusetts
$4.83M +$4.83M +120,585 New
Bank of America
3
Bank of America
North Carolina
$3.99M -$236K -5,903 -6%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$3.95M -$187K -4,664 -5%
LPL Financial
5
LPL Financial
California
$3.66M -$688K -17,195 -16%
SA
6
SFI Advisors
New Jersey
$3.51M -$294K -7,353 -8%
IWM
7
IHT Wealth Management
Illinois
$2.88M -$864K -21,581 -23%
UBS Group
8
UBS Group
Switzerland
$1.96M +$49.7K +1,242 +3%
Wells Fargo
9
Wells Fargo
California
$1.02M -$139K -3,465 -12%
SAM
10
SignalPoint Asset Management
Missouri
$917K -$3.48K -87 -0.4%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$838K +$138K +3,439 +20%
Citadel Advisors
12
Citadel Advisors
Florida
$784K +$494K +12,327 +170%
Raymond James Financial
13
Raymond James Financial
Florida
$700K +$700K +17,493 New
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$675K -$9.05K -226 -1%
AWS
15
Atria Wealth Solutions
New York
$539K -$148K -3,706 -22%
Osaic Holdings
16
Osaic Holdings
Arizona
$498K -$50K -1,248 -9%
SPIA
17
Steward Partners Investment Advisory
New York
$492K – – –
Stifel Financial
18
Stifel Financial
Missouri
$429K -$19K -475 -4%
PA
19
PFG Advisors
Arizona
$413K -$12.5K -311 -3%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$377K +$126K +3,144 +50%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$319K -$39.9K -997 -11%
CWM
22
Concentrum Wealth Management
California
$312K -$12.4K -309 -4%
PCG
23
Prosperity Consulting Group
Maryland
$296K +$55.4K +1,384 +23%
PAG
24
Private Advisor Group
New Jersey
$282K – – –
MML Investors Services
25
MML Investors Services
Massachusetts
$269K -$5.48K -137 -2%
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