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Invesco Dorsey Wright Energy Momentum ETF

39 hedge funds and large institutions have $33.3M invested in Invesco Dorsey Wright Energy Momentum ETF in 2024 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 14 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
39
Holders Change
+1
Holders Change %
+2.63%
% of All Funds
0.57%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
4
Increased
10
Reduced
14
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$8.49M -$597K -12,611 -7%
Wells Fargo
2
Wells Fargo
California
$4.71M -$845K -17,842 -15%
OPOWM
3
One Plus One Wealth Management
Florida
$4.45M +$4.45M +93,894 New
LPL Financial
4
LPL Financial
California
$2.18M +$179K +3,781 +9%
Bank of America
5
Bank of America
North Carolina
$1.76M -$11.2K -237 -0.6%
UBS Group
6
UBS Group
Switzerland
$1.73M +$74.5K +1,573 +4%
IWM
7
IHT Wealth Management
Illinois
$1.69M +$184K +3,889 +12%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$1.24M -$80.5K -1,699 -6%
KWM
9
Kingsview Wealth Management
Oregon
$862K -$251K -5,296 -23%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$805K -$15.2K -320 -2%
TRCT
11
Tower Research Capital (TRC)
New York
$701K +$19.7K +415 +3%
Goldman Sachs
12
Goldman Sachs
New York
$618K -$791K -16,712 -56%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$612K -$231K -4,883 -27%
Truist Financial
14
Truist Financial
North Carolina
$546K +$805 +17 +0.1%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$539K +$4.07K +86 +0.8%
RJA
16
Raymond James & Associates
Florida
$306K -$28.3K -598 -8%
Osaic Holdings
17
Osaic Holdings
Arizona
$289K +$28.7K +606 +11%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$261K +$15.9K +336 +6%
CAPTRUST Financial Advisors
19
CAPTRUST Financial Advisors
North Carolina
$255K +$663 +14 +0.3%
PAG
20
Private Advisor Group
New Jersey
$254K
SA
21
Sanctuary Advisors
Indiana
$253K +$253K +5,070 New
PGFC
22
Peapack-Gladstone Financial Corp
New Jersey
$202K -$947 -20 -0.5%
IAIM
23
International Assets Investment Management
Florida
$157K +$157K +3,320 New
TFA
24
Transamerica Financial Advisors
Florida
$102K
NA
25
NewEdge Advisors
Louisiana
$46.4K