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Invesco Dorsey Wright Energy Momentum ETF

43 hedge funds and large institutions have $69.1M invested in Invesco Dorsey Wright Energy Momentum ETF in 2023 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 16 reducing their positions, and 5 closing their positions.

Holders
43
Holders Change
+2
Holders Change %
+4.88%
% of All Funds
0.63%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
7
Increased
12
Reduced
16
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$21.4M 478,898 +236,771 +98%
TFA
2
Transamerica Financial Advisors
Florida
$12.6M 282,323 -28,016 -9%
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$6.45M 144,260 -3,566 -2%
Wells Fargo
4
Wells Fargo
California
$5.17M 115,633 -7,652 -6%
UBS Group
5
UBS Group
Switzerland
$2.49M 55,785 -10,144 -15%
UWS
6
Unique Wealth Strategies
Illinois
$2.45M 54,824 +54,824 New
LPL Financial
7
LPL Financial
California
$2.04M 45,579 +4,498 +11%
Bank of America
8
Bank of America
North Carolina
$1.7M 38,083 -8,652 -19%
SOS
9
Silver Oak Securities
Tennessee
$1.52M 34,045 +17,896 +111%
IWM
10
IHT Wealth Management
Illinois
$1.29M 28,831 +7,723 +37%
GCA
11
Genesee Capital Advisors
New York
$1.27M 28,521 +1,761 +7%
KWM
12
Kingsview Wealth Management
Oregon
$1.27M 28,418 -642 -2%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$1.27M 28,361 +3,123 +12%
CAN
14
Cetera Advisor Networks
California
$1.26M 28,259 -2,857 -9%
Osaic Holdings
15
Osaic Holdings
Arizona
$988K 22,106 +7,687 +53%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$914K 20,457 -202,225 -91%
TRCT
17
Tower Research Capital (TRC)
New York
$784K 17,552 +3,027 +21%
SFI
18
SPC Financial Inc
Maryland
$706K 15,794 +655 +4%
SC
19
Scotia Capital
Ontario, Canada
$562K 12,580 -238 -2%
Truist Financial
20
Truist Financial
North Carolina
$514K 11,499 +14 +0.1%
Citadel Advisors
21
Citadel Advisors
Florida
$496K 11,092 +11,092 New
RJA
22
Raymond James & Associates
Florida
$350K 7,824 -188 -2%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$281K 6,277 -3,557 -36%
PAG
24
Private Advisor Group
New Jersey
$254K 5,678 +5,678 New
CAPTRUST Financial Advisors
25
CAPTRUST Financial Advisors
North Carolina
$240K 5,371