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Invesco Dorsey Wright Utilities Momentum ETF

33 hedge funds and large institutions have $15.8M invested in Invesco Dorsey Wright Utilities Momentum ETF in 2025 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 14 increasing their positions, 10 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
33
Holders Change
-2
Holders Change %
-5.71%
% of All Funds
0.45%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
14
Reduced
10
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$3.63M -$5.94M -145,012 -62%
Morgan Stanley
2
Morgan Stanley
New York
$2.9M +$1.09M +26,737 +61%
RFA
3
ROI Financial Advisors
Oregon
$1.79M +$22.5K +550 +1%
UBS Group
4
UBS Group
Switzerland
$1.07M +$342K +8,357 +47%
CAL
5
Capital Advisors Ltd
Ohio
$722K
TF
6
Trek Financial
Arizona
$696K +$1.11K +27 +0.2%
IMC Chicago
7
IMC Chicago
Illinois
$679K +$679K +16,584 New
FMP
8
Financial Management Professionals
Texas
$618K -$548K -13,383 -47%
Bank of America
9
Bank of America
North Carolina
$487K -$3.4K -83 -0.7%
Jones Financial Companies
10
Jones Financial Companies
Missouri
$372K +$28.8K +711 +8%
SG
11
StoneX Group
New York
$345K +$9.01K +220 +3%
FFA
12
Farther Finance Advisors
California
$336K +$336K +8,186 New
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$326K +$112K +2,726 +52%
AAS
14
Ameritas Advisory Services
Nebraska
$311K +$901 +22 +0.3%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$255K +$614 +15 +0.2%
Osaic Holdings
16
Osaic Holdings
Arizona
$232K +$157K +3,827 +207%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$221K -$27.2K -664 -11%
WI
18
Westbourne Investments
Virginia
$212K
PAG
19
Private Advisor Group
New Jersey
$211K -$143K -3,498 -40%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$94K -$38.6K -943 -29%
Wells Fargo
21
Wells Fargo
California
$92.8K -$10.6K -259 -10%
PTC
22
Private Trust Company
Ohio
$56.4K +$56.4K +1,377 New
SCM
23
Sterling Capital Management
North Carolina
$45K
Fidelity Investments
24
Fidelity Investments
Massachusetts
$34.9K +$31.5K +770 +928%
BAM
25
Bellevue Asset Management
Washington
$29.3K