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Invesco Dorsey Wright Utilities Momentum ETF

26 hedge funds and large institutions have $14.8M invested in Invesco Dorsey Wright Utilities Momentum ETF in 2024 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 9 reducing their positions, and 3 closing their positions.

Holders
26
Holders Change
Holders Change %
0%
% 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
7
Reduced
9
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$4.72M 140,118 +134,331 +2,321%
LPL Financial
2
LPL Financial
California
$2.54M 75,515 -16,430 -18%
RFA
3
ROI Financial Advisors
Oregon
$1.47M 43,781 -1,251 -3%
Morgan Stanley
4
Morgan Stanley
New York
$1.03M 30,706 -30,218 -50%
IMC Chicago
5
IMC Chicago
Illinois
$800K 23,754 +9,947 +72%
CAL
6
Capital Advisors Ltd
Ohio
$587K 17,426
TF
7
Trek Financial
Arizona
$569K 16,900 +19 +0.1%
BRWA
8
B. Riley Wealth Advisors
Florida
$467K 15,710 +1,750 +13%
BCM
9
Barometer Capital Management
Ontario, Canada
$458K 13,500 +13,500 New
Bank of America
10
Bank of America
North Carolina
$408K 12,121 -1,655 -12%
UBS Group
11
UBS Group
Switzerland
$336K 9,990 -4,007 -29%
SAM
12
SignalPoint Asset Management
Missouri
$296K 8,800
AAS
13
Ameritas Advisory Services
Nebraska
$249K 7,398 +7,398 New
MIH
14
Meitav Investment House
Israel
$247K 7,350
Jones Financial Companies
15
Jones Financial Companies
Missouri
$222K 6,590 +30 +0.5%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$201K 5,956 +5,956 New
Osaic Holdings
17
Osaic Holdings
Arizona
$91.5K 2,718 -632 -19%
Wells Fargo
18
Wells Fargo
California
$30.8K 914 -2,190 -71%
BAM
19
Bellevue Asset Management
Washington
$24.1K 715
CIAS
20
Capital Investment Advisory Services
North Carolina
$16.2K 482 +2 +0.4%
TFA
21
Transamerica Financial Advisors
Florida
$9K 264 -62 -19%
FFA
22
Founders Financial Alliance
North Carolina
$7.96K 237 +1 +0.4%
CFGS
23
Concourse Financial Group Securities
Alabama
$7K 208 -519 -71%
Bank of Montreal
24
Bank of Montreal
Ontario, Canada
$6.2K 184
AIC
25
Archer Investment Corporation
Indiana
$4.21K 125