PXI icon

Invesco Dorsey Wright Energy Momentum ETF

34 hedge funds and large institutions have $30.8M invested in Invesco Dorsey Wright Energy Momentum ETF in 2024 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 15 reducing their positions, and 6 closing their positions.

Holders
34
Holders Change
-4
Holders Change %
-10.53%
% of All Funds
0.45%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
6
Reduced
15
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$5.48M 123,551 -48,972 -28%
Goldman Sachs
2
Goldman Sachs
New York
$4.58M 103,245 +47,369 +85%
OPOWM
3
One Plus One Wealth Management
Florida
$4.18M 94,258 -2,435 -3%
Wells Fargo
4
Wells Fargo
California
$4.13M 93,096 -4,004 -4%
Bank of America
5
Bank of America
North Carolina
$3.23M 72,875 -2,942 -4%
LPL Financial
6
LPL Financial
California
$2.09M 47,218 +2,811 +6%
IWM
7
IHT Wealth Management
Illinois
$1.59M 35,917 +1,521 +4%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$994K 22,413 -2,261 -9%
Raymond James Financial
9
Raymond James Financial
Florida
$885K 19,960 +19,960 New
KWM
10
Kingsview Wealth Management
Oregon
$786K 17,727
UBS Group
11
UBS Group
Switzerland
$781K 17,616 -9,748 -36%
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$433K 9,769 -1,315 -12%
Truist Financial
13
Truist Financial
North Carolina
$344K 7,763 -593 -7%
TWM
14
Trueblood Wealth Management
Ohio
$239K 5,393 +5,393 New
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$228K 5,141 -384 -7%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$200K 4,510 -4,311 -49%
TRCT
17
Tower Research Capital (TRC)
New York
$186K 4,191 -3,520 -46%
Osaic Holdings
18
Osaic Holdings
Arizona
$123K 2,775 -745 -21%
TFA
19
Transamerica Financial Advisors
Florida
$76K 1,700 -11 -0.6%
IA
20
IFP Advisors
Florida
$51K 1,151 +1 +0.1%
GRP
21
Global Retirement Partners
California
$44.9K 1,013 +1,013 New
NA
22
NewEdge Advisors
Louisiana
$43.5K 980
GWM
23
Geneos Wealth Management
Colorado
$33.3K 750
CIAS
24
Capital Investment Advisory Services
North Carolina
$23.5K 530
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$16K 357 +15 +4%