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Invesco Dorsey Wright Energy Momentum ETF

38 hedge funds and large institutions have $33.6M invested in Invesco Dorsey Wright Energy Momentum ETF in 2024 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 20 reducing their positions, and 7 closing their positions.

Holders
38
Holders Change
-5
Holders Change %
-11.63%
% of All Funds
0.55%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
2
Increased
5
Reduced
20
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$9.39M 191,882 -287,016 -60%
Wells Fargo
2
Wells Fargo
California
$5.75M 117,387 +1,754 +2%
LPL Financial
3
LPL Financial
California
$2.07M 42,284 -3,295 -7%
Bank of America
4
Bank of America
North Carolina
$1.83M 37,426 -657 -2%
UBS Group
5
UBS Group
Switzerland
$1.71M 35,002 -20,783 -37%
IWM
6
IHT Wealth Management
Illinois
$1.56M 31,888 +3,057 +11%
Goldman Sachs
7
Goldman Sachs
New York
$1.46M 29,755 +24,860 +508%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$1.36M 27,889 +27,889 New
CAN
9
Cetera Advisor Networks
California
$1.24M 25,399 -2,860 -10%
KWM
10
Kingsview Wealth Management
Oregon
$1.15M 23,493 -4,925 -17%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$871K 17,798 +17,798 New
RJFSA
12
Raymond James Financial Services Advisors
Florida
$847K 17,314 -3,143 -15%
TRCT
13
Tower Research Capital (TRC)
New York
$704K 14,385 -3,167 -18%
Truist Financial
14
Truist Financial
North Carolina
$563K 11,505 +6 +0.1%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$553K 11,292 -132,968 -92%
Citadel Advisors
16
Citadel Advisors
Florida
$463K 9,465 -1,627 -15%
RJA
17
Raymond James & Associates
Florida
$346K 7,068 -756 -10%
Osaic Holdings
18
Osaic Holdings
Arizona
$269K 5,495 -16,611 -75%
CAPTRUST Financial Advisors
19
CAPTRUST Financial Advisors
North Carolina
$263K 5,371
PAG
20
Private Advisor Group
New Jersey
$263K 5,367 -311 -5%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$253K 5,173 -23,188 -82%
PGFC
22
Peapack-Gladstone Financial Corp
New Jersey
$210K 4,285 -400 -9%
TFA
23
Transamerica Financial Advisors
Florida
$105K 2,145 -280,178 -99%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$55K 1,130 -5,147 -82%
GWM
25
Geneos Wealth Management
Colorado
$48.9K 1,000