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Invesco Dorsey Wright Utilities Momentum ETF

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.

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
Name Market Value Shares Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$2.93M 91,945 -50,032 -35%
Morgan Stanley
2
Morgan Stanley
New York
$1.94M 60,924 +29,306 +93%
RFA
3
ROI Financial Advisors
Oregon
$1.44M 45,032 +45,032 New
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$671K 21,037 +21,037 New
Citadel Advisors
5
Citadel Advisors
Florida
$590K 18,475 +7,292 +65%
CAL
6
Capital Advisors Ltd
Ohio
$556K 17,426
TF
7
Trek Financial
Arizona
$539K 16,881 +30 +0.2%
UBS Group
8
UBS Group
Switzerland
$447K 13,997 +1,659 +13%
BRWA
9
B. Riley Wealth Advisors
Florida
$445K 13,960 -1,750 -11%
IMC Chicago
10
IMC Chicago
Illinois
$441K 13,807 -19,664 -59%
Bank of America
11
Bank of America
North Carolina
$440K 13,776 -353 -2%
SAM
12
SignalPoint Asset Management
Missouri
$280K 8,800 -371 -4%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$262K 8,205 +585 +8%
MIH
14
Meitav Investment House
Israel
$235K 7,350 -10,169 -58%
Jones Financial Companies
15
Jones Financial Companies
Missouri
$209K 6,560 +6,560 New
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$185K 5,787 -540 -9%
Osaic Holdings
17
Osaic Holdings
Arizona
$107K 3,350 +1 +0%
Wells Fargo
18
Wells Fargo
California
$99K 3,104 -9,152 -75%
CFGS
19
Concourse Financial Group Securities
Alabama
$23.2K 727 +167 +30%
BAM
20
Bellevue Asset Management
Washington
$22.8K 715
CIAS
21
Capital Investment Advisory Services
North Carolina
$15.3K 480 +4 +0.8%
TFA
22
Transamerica Financial Advisors
Florida
$11K 326
FFA
23
Founders Financial Alliance
North Carolina
$7.53K 236 -137 -37%
Bank of Montreal
24
Bank of Montreal
Ontario, Canada
$5.89K 184
AIC
25
Archer Investment Corporation
Indiana
$3.99K 125