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Invesco Dorsey Wright Healthcare Momentum ETF

60 hedge funds and large institutions have $41.5M invested in Invesco Dorsey Wright Healthcare Momentum ETF in 2025 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 11 increasing their positions, 18 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
60
Holders Change
-6
Holders Change %
-9.09%
% of All Funds
0.81%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
11
Reduced
18
Closed
9
Calls
Puts
$4K
Net Calls
-$4K
Net Calls Change
-$4K
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$6.93M -$150K -3,800 -2%
BFF
2
Byrne Financial Freedom
Massachusetts
$4.7M -$58.8K -1,489 -1%
Bank of America
3
Bank of America
North Carolina
$3.98M +$38.4K +974 +1%
SA
4
SFI Advisors
New Jersey
$3.68M +$225K +5,706 +7%
IWM
5
IHT Wealth Management
Illinois
$3.56M +$725K +18,379 +26%
LPL Financial
6
LPL Financial
California
$3.24M -$363K -9,191 -10%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$1.96M -$1.93M -48,823 -50%
UBS Group
8
UBS Group
Switzerland
$1.78M -$152K -3,843 -8%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$972K +$972K +24,638 New
FFA
10
Farther Finance Advisors
California
$901K +$901K +23,628 New
Wells Fargo
11
Wells Fargo
California
$894K -$112K -2,847 -11%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$754K -$71.5K -1,813 -9%
TRCT
13
Tower Research Capital (TRC)
New York
$682K +$442K +11,210 +184%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$580K +$265K +6,722 +84%
AWS
15
Atria Wealth Solutions
New York
$531K
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$519K +$147K +3,730 +40%
Wealth Enhancement Advisory Services
17
Wealth Enhancement Advisory Services
Minnesota
$507K +$253K +6,420 +100%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$501K -$164K -4,160 -25%
SPIA
19
Steward Partners Investment Advisory
New York
$497K +$11.8K +300 +2%
Osaic Holdings
20
Osaic Holdings
Arizona
$490K -$710 -18 -0.1%
Stifel Financial
21
Stifel Financial
Missouri
$436K +$12.7K +321 +3%
Raymond James Financial
22
Raymond James Financial
Florida
$426K -$265K -6,704 -38%
PA
23
PFG Advisors
Arizona
$404K -$3.43K -87 -0.8%
Citadel Advisors
24
Citadel Advisors
Florida
$377K -$396K -10,038 -51%
PCG
25
Prosperity Consulting Group
Maryland
$292K