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Invesco Dorsey Wright Utilities Momentum ETF

35 hedge funds and large institutions have $22.6M invested in Invesco Dorsey Wright Utilities Momentum ETF in 2024 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 10 increasing their positions, 12 reducing their positions, and 3 closing their positions.

Holders
35
Holders Change
+4
Holders Change %
+12.9%
% of All Funds
0.47%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
10
Reduced
12
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$9.04M 233,644 -78,855 -25%
IAA
2
Independent Advisor Alliance
North Carolina
$2M 51,689 +51,689 New
Morgan Stanley
3
Morgan Stanley
New York
$1.71M 44,092 -1,959 -4%
RFA
4
ROI Financial Advisors
Oregon
$1.67M 43,237 -170 -0.4%
BCI
5
Blue Capital Inc
Nebraska
$1.32M 34,032 +34,032 New
FMP
6
Financial Management Professionals
Texas
$1.1M 28,474 +28,474 New
UBS Group
7
UBS Group
Switzerland
$686K 17,740 +8,355 +89%
CAL
8
Capital Advisors Ltd
Ohio
$682K 17,626 -79 -0.4%
TF
9
Trek Financial
Arizona
$657K 16,973 +22 +0.1%
Bank of America
10
Bank of America
North Carolina
$464K 11,981 -127 -1%
PAG
11
Private Advisor Group
New Jersey
$335K 8,651 +3,248 +60%
Jones Financial Companies
12
Jones Financial Companies
Missouri
$327K 8,461 +136 +2%
SG
13
StoneX Group
New York
$318K 8,210 +1,110 +16%
SAM
14
SignalPoint Asset Management
Missouri
$317K 8,186 -24 -0.3%
Goldman Sachs
15
Goldman Sachs
New York
$311K 8,049 -40,947 -84%
AAS
16
Ameritas Advisory Services
Nebraska
$293K 7,575 +34 +0.5%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$240K 6,212 -261 -4%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$235K 6,065 -68 -1%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$202K 5,230 -18,433 -78%
WI
20
Westbourne Investments
Virginia
$201K 5,185 +5,185 New
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$125K 3,241 +429 +15%
Wells Fargo
22
Wells Fargo
California
$97.7K 2,526 +86 +4%
Osaic Holdings
23
Osaic Holdings
Arizona
$71.5K 1,847 -61 -3%
GRP
24
Global Retirement Partners
California
$58.4K 1,509 +1,509 New
SCM
25
Sterling Capital Management
North Carolina
$42.6K 1,100