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Invesco Dorsey Wright Energy Momentum ETF

35 hedge funds and large institutions have $33.3M invested in Invesco Dorsey Wright Energy Momentum ETF in 2023 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 21 reducing their positions, and 15 closing their positions.

Holders
35
Holders Change
-15
Holders Change %
-30%
% of All Funds
0.55%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
5
Reduced
21
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$9.94M 251,429 -29,434 -10%
Wells Fargo
2
Wells Fargo
California
$4.82M 121,874 -41,177 -25%
UBS Group
3
UBS Group
Switzerland
$2.8M 70,973 -19,436 -21%
Bank of America
4
Bank of America
North Carolina
$2.09M 52,959 -209,773 -80%
LPL Financial
5
LPL Financial
California
$1.73M 43,761 -15,649 -26%
CAN
6
Cetera Advisor Networks
California
$1.2M 30,433 -1,433 -4%
Citadel Advisors
7
Citadel Advisors
Florida
$1.18M 29,955 +2,051 +7%
KWM
8
Kingsview Wealth Management
Oregon
$1.15M 29,060
RJFSA
9
Raymond James Financial Services Advisors
Florida
$1.08M 27,228 -8,215 -23%
TRCT
10
Tower Research Capital (TRC)
New York
$948K 23,989 +4,442 +23%
Goldman Sachs
11
Goldman Sachs
New York
$893K 22,600 +6,356 +39%
IWM
12
IHT Wealth Management
Illinois
$801K 20,281 +1,392 +7%
Ameriprise
13
Ameriprise
Minnesota
$756K 19,132 -18,948 -50%
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
$586K 14,828 -1,262 -8%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$530K 13,401 -12,690 -49%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$509K 12,889 -134,516 -91%
Truist Financial
17
Truist Financial
North Carolina
$453K 11,465 -41,813 -78%
RJA
18
Raymond James & Associates
Florida
$334K 8,452 -2,129 -20%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$260K 6,591 -5,339 -45%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$214K 5,404 -33,594 -86%
WFA
21
WMG Financial Advisors
Tennessee
$211K 5,338 -271 -5%
CAPTRUST Financial Advisors
22
CAPTRUST Financial Advisors
North Carolina
$211K 5,329 +5,329 New
TFA
23
Transamerica Financial Advisors
Florida
$198K 4,998 -283,585 -98%
Osaic Holdings
24
Osaic Holdings
Arizona
$168K 4,246 -209 -5%
GWM
25
Geneos Wealth Management
Colorado
$51.4K 1,300