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Invesco Dorsey Wright Energy Momentum ETF

50 hedge funds and large institutions have $72.4M invested in Invesco Dorsey Wright Energy Momentum ETF in 2023 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 13 increasing their positions, 22 reducing their positions, and 19 closing their positions.

Holders
50
Holders Change
-14
Holders Change %
-21.88%
% of All Funds
0.8%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
13
Reduced
22
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
TFA
1
Transamerica Financial Advisors
Florida
$11.5M 288,583 +5,497 +2%
Morgan Stanley
2
Morgan Stanley
New York
$11.2M 280,863 -125,035 -31%
Bank of America
3
Bank of America
North Carolina
$10.5M 262,732 -46,039 -15%
Wells Fargo
4
Wells Fargo
California
$6.5M 163,051 -20,090 -11%
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$5.88M 147,405 +3,370 +2%
UBS Group
6
UBS Group
Switzerland
$3.6M 90,409 -71,141 -44%
LPL Financial
7
LPL Financial
California
$2.37M 59,410 -62,831 -51%
Truist Financial
8
Truist Financial
North Carolina
$2.12M 53,278 -1,490 -3%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$1.55M 38,998 -135,773 -78%
Ameriprise
10
Ameriprise
Minnesota
$1.53M 38,080 -20,177 -35%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$1.41M 35,443 -44,342 -56%
GCA
12
Genesee Capital Advisors
New York
$1.28M 31,989 -1,711 -5%
CAN
13
Cetera Advisor Networks
California
$1.27M 31,866 +2,137 +7%
KWM
14
Kingsview Wealth Management
Oregon
$1.16M 29,060
Citadel Advisors
15
Citadel Advisors
Florida
$1.11M 27,904 +27,904 New
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$1.04M 26,091 +8,722 +50%
TRCT
17
Tower Research Capital (TRC)
New York
$779K 19,547 -2,409 -11%
IWM
18
IHT Wealth Management
Illinois
$753K 18,889 -843 -4%
FFN
19
Focus Financial Network
Minnesota
$720K 18,058 +3,525 +24%
Goldman Sachs
20
Goldman Sachs
New York
$647K 16,244 +2,914 +22%
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
$641K 16,090 -818 -5%
SOS
22
Silver Oak Securities
Tennessee
$576K 14,262 +663 +5%
SFI
23
SPC Financial Inc
Maryland
$565K 14,186 +793 +6%
SAM
24
Strategy Asset Managers
California
$550K 13,797 -7,778 -36%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$476K 11,930 +3,991 +50%