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Invesco Dorsey Wright Utilities Momentum ETF

39 hedge funds and large institutions have $37.8M invested in Invesco Dorsey Wright Utilities Momentum ETF in 2025 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 10 increasing their positions, 14 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
39
Holders Change
+6
Holders Change %
+18.18%
% of All Funds
0.52%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
10
Reduced
14
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
TFA
1
Transamerica Financial Advisors
Florida
$13.8M +$13.8M +329,738 +124,901%
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$4.77M +$4.77M +113,992 New
LPL Financial
3
LPL Financial
California
$3.94M +$236K +5,648 +6%
SOS
4
Silver Oak Securities
Tennessee
$2.48M +$2.48M +59,181 New
RFA
5
ROI Financial Advisors
Oregon
$1.89M +$54.3K +1,297 +3%
Morgan Stanley
6
Morgan Stanley
New York
$1.82M -$1.14M -27,340 -39%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$1.76M +$1.53M +36,585 +677%
SFI
8
SPC Financial Inc
Maryland
$994K +$994K +23,756 New
CAL
9
Capital Advisors Ltd
Ohio
$650K -$86.9K -2,079 -12%
TF
10
Trek Financial
Arizona
$529K -$182K -4,347 -26%
FMP
11
Financial Management Professionals
Texas
$514K -$117K -2,795 -19%
Bank of America
12
Bank of America
North Carolina
$462K -$35.6K -850 -7%
ASN
13
Advisory Services Network
Georgia
$398K +$398K +8,969 New
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$396K +$300K +7,168 +312%
Jones Financial Companies
15
Jones Financial Companies
Missouri
$381K -$624 -15 -0.2%
UBS Group
16
UBS Group
Switzerland
$354K -$738K -17,637 -68%
FFA
17
Farther Finance Advisors
California
$342K
SG
18
StoneX Group
New York
$297K -$55.6K -1,330 -16%
Citadel Advisors
19
Citadel Advisors
Florida
$290K +$290K +6,930 New
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$256K -$4.35K -104 -2%
PAG
21
Private Advisor Group
New Jersey
$230K +$14.3K +343 +7%
WI
22
Westbourne Investments
Virginia
$217K
ACM
23
Advisors Capital Management
New Jersey
$211K +$211K +5,050 New
Raymond James Financial
24
Raymond James Financial
Florida
$173K +$173K +4,126 New
AAS
25
Ameritas Advisory Services
Nebraska
$145K -$172K -4,122 -54%