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Invesco Dorsey Wright Utilities Momentum ETF
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Overview Fund Activity

31 hedge funds and large institutions have $25.8M invested in Invesco Dorsey Wright Utilities Momentum ETF in 2024 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 12 increasing their positions, 5 reducing their positions, and 4 closing their positions.

Holders
31
Holders Change
+2
Holders Change %
+6.9%
% of All Funds
0.45%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
12
Reduced
5
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$12.6M
2
Goldman Sachs
2
Goldman Sachs
New York
$1.98M
3
AP
3
Advisors Preferred
Maryland
$1.12M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$957K
5
Morgan Stanley
5
Morgan Stanley
New York
$1.86M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$114K
2
SS
2
Sunbelt Securities
Texas
$537K
3
BRWA
3
B. Riley Wealth Advisors
Florida
$0
4
IMC Chicago
4
IMC Chicago
Illinois
$0
5
Osaic Holdings
5
Osaic Holdings
Arizona
$77.2K
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$12.6M 312,499 +76,224 +32%
Goldman Sachs
2
Goldman Sachs
New York
$1.98M 48,996 +48,996 New
Morgan Stanley
3
Morgan Stanley
New York
$1.86M 46,051 +14,299 +45%
RFA
4
ROI Financial Advisors
Oregon
$1.76M 43,407 +497 +1%
AP
5
Advisors Preferred
Maryland
$1.12M 27,482 +27,482 New
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$957K 23,663 +23,663 New
CAL
7
Capital Advisors Ltd
Ohio
$716K 17,705 – –
TF
8
Trek Financial
Arizona
$686K 16,951 +24 +0.1%
SS
9
Sunbelt Securities
Texas
$537K 13,276 -14,355 -52%
Bank of America
10
Bank of America
North Carolina
$490K 12,108 -122 -1%
UBS Group
11
UBS Group
Switzerland
$380K 9,385 -322 -3%
Jones Financial Companies
12
Jones Financial Companies
Missouri
$335K 8,325 +834 +11%
SAM
13
SignalPoint Asset Management
Missouri
$331K 8,210 – –
AAS
14
Ameritas Advisory Services
Nebraska
$305K 7,541 +84 +1%
MIH
15
Meitav Investment House
Israel
$297K 7,350 – –
SG
16
StoneX Group
New York
$287K 7,100 +7,100 New
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$262K 6,473 +520 +9%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$248K 6,133 +151 +3%
PAG
19
Private Advisor Group
New Jersey
$219K 5,403 +5,403 New
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$114K 2,812 -133,248 -98%
Wells Fargo
21
Wells Fargo
California
$98.7K 2,440 – –
Osaic Holdings
22
Osaic Holdings
Arizona
$77.2K 1,908 -1,509 -44%
SCM
23
Sterling Capital Management
North Carolina
$44.5K 1,100 +1,100 New
BAM
24
Bellevue Asset Management
Washington
$28.9K 715 – –
CIAS
25
Capital Investment Advisory Services
North Carolina
$19.7K 488 +3 +0.6%
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