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Invesco Dorsey Wright Utilities Momentum ETF
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Overview Fund Activity

26 hedge funds and large institutions have $11.9M invested in Invesco Dorsey Wright Utilities Momentum ETF in 2023 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 8 increasing their positions, 9 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
26
Holders Change
+1
Holders Change %
+4%
% of All Funds
0.38%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
8
Reduced
9
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.94M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$671K
3
Citadel Advisors
3
Citadel Advisors
Florida
$590K
4
Jones Financial Companies
4
Jones Financial Companies
Missouri
$209K
5
UBS Group
5
UBS Group
Switzerland
$447K

Top Sellers

1
LPL Financial
1
LPL Financial
California
$2.93M
2
IMC Chicago
2
IMC Chicago
Illinois
$441K
3
MIH
3
Meitav Investment House
Israel
$235K
4
Wells Fargo
4
Wells Fargo
California
$99K
5
AAS
5
Ameritas Advisory Services
Nebraska
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PTC
26
Private Trust Company
Ohio
$2.52K – – –
AAS
27
Ameritas Advisory Services
Nebraska
– -$212K -7,125 Closed
AAS
28
Avantax Advisory Services
Texas
– -$209K -7,047 Closed
1
2