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Invesco Dorsey Wright Healthcare Momentum ETF
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Overview Fund Activity

55 hedge funds and large institutions have $37.8M invested in Invesco Dorsey Wright Healthcare Momentum ETF in 2025 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 11 increasing their positions, 22 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
55
Holders Change
-5
Holders Change %
-8.33%
% of All Funds
0.74%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
11
Reduced
22
Closed
9
Calls
–
Puts
$556K
Net Calls
-$556K
Net Calls Change
-$552K

Top Buyers

1
UBS Group
UBS Group
Switzerland
$2M
2
Morgan Stanley
Morgan Stanley
New York
$6.99M
3
LPL Financial
LPL Financial
California
$3.34M
4
Citadel Advisors
Citadel Advisors
Florida
$460K
5
Osaic Holdings
Osaic Holdings
Arizona
$532K

Top Sellers

1
AWS
Atria Wealth Solutions
New York
$0
2
IWM
IHT Wealth Management
Illinois
$3.07M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$1.52M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$225K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$620K
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$6.99M +$169K +4,345 +2%
BFF
2
Byrne Financial Freedom
Massachusetts
$4.52M -$107K -2,757 -2%
Bank of America
3
Bank of America
North Carolina
$3.95M +$29.7K +764 +0.8%
SA
4
SFI Advisors
New Jersey
$3.49M -$138K -3,542 -4%
LPL Financial
5
LPL Financial
California
$3.34M +$152K +3,917 +5%
IWM
6
IHT Wealth Management
Illinois
$3.07M -$435K -11,191 -12%
UBS Group
7
UBS Group
Switzerland
$2M +$246K +6,339 +14%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$1.52M -$411K -10,572 -21%
FFA
9
Farther Finance Advisors
California
$951K +$32.1K +825 +3%
Wells Fargo
10
Wells Fargo
California
$739K -$142K -3,645 -16%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$727K -$15.5K -400 -2%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$620K -$337K -8,679 -35%
Osaic Holdings
13
Osaic Holdings
Arizona
$532K +$36.1K +903 +7%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$512K +$18.4K +472 +4%
SPIA
15
Steward Partners Investment Advisory
New York
$467K -$23.3K -600 -5%
Citadel Advisors
16
Citadel Advisors
Florida
$460K +$88.7K +2,282 +24%
Stifel Financial
17
Stifel Financial
Missouri
$429K +$156 +4 +0%
PA
18
PFG Advisors
Arizona
$377K -$20.7K -533 -5%
TRCT
19
Tower Research Capital (TRC)
New York
$347K -$326K -8,376 -48%
Raymond James Financial
20
Raymond James Financial
Florida
$294K -$125K -3,220 -30%
PCG
21
Prosperity Consulting Group
Maryland
$273K -$14.4K -371 -5%
MML Investors Services
22
MML Investors Services
Massachusetts
$256K -$4.01K -103 -2%
Wealth Enhancement Advisory Services
23
Wealth Enhancement Advisory Services
Minnesota
$245K -$245K -6,420 -50%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$240K -$272K -6,982 -53%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$225K -$346K -8,903 -61%
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