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Invesco Dorsey Wright Basic Materials Momentum ETF

32 hedge funds and large institutions have $12.7M invested in Invesco Dorsey Wright Basic Materials Momentum ETF in 2025 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 8 increasing their positions, 14 reducing their positions, and 2 closing their positions.

Holders
32
Holders Change
Holders Change %
0%
% of All Funds
0.43%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
8
Reduced
14
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Goldman Sachs
1
Goldman Sachs
New York
$1.94M 20,860 +4,707 +29%
Morgan Stanley
2
Morgan Stanley
New York
$1.87M 20,129 +184 +0.9%
LPL Financial
3
LPL Financial
California
$1.45M 15,600 -3,924 -20%
MCM
4
MAI Capital Management
Ohio
$922K 9,925 -175 -2%
Citadel Advisors
5
Citadel Advisors
Florida
$762K 8,205 +37 +0.5%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$743K 8,004 -153 -2%
LWANC
7
Laurel Wealth Advisors (North Carolina)
North Carolina
$716K 66,464 +65,748 +9,183%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$703K 7,568 -97 -1%
Wells Fargo
9
Wells Fargo
California
$531K 5,717 -2,154 -27%
MWM
10
Maltin Wealth Management
New Jersey
$498K 5,359 -204 -4%
TWM
11
Trueblood Wealth Management
Ohio
$384K 4,130 +285 +7%
Osaic Holdings
12
Osaic Holdings
Arizona
$376K 4,330 +1,095 +34%
PSF
13
Pacific Sun Financial
California
$354K 3,820 -480 -11%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$321K 3,456 -1,509 -30%
FFA
15
Farther Finance Advisors
California
$310K 3,332 +7 +0.2%
TRCT
16
Tower Research Capital (TRC)
New York
$279K 3,000 -3,111 -51%
OWA
17
Octavia Wealth Advisors
Ohio
$273K 2,943 -28 -0.9%
UBS Group
18
UBS Group
Switzerland
$64.9K 699 -26 -4%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$49K 525 -205 -28%
Raymond James Financial
20
Raymond James Financial
Florida
$33.9K 365 +365 New
BAM
21
Bellevue Asset Management
Washington
$31.4K 338 -39 -10%
EWM
22
EPG Wealth Management
Georgia
$29K 313
AAS
23
Ameritas Advisory Services
Nebraska
$23.7K 255 +255 New
TFA
24
Transamerica Financial Advisors
Florida
$22.6K 244 -537 -69%
Fidelity Investments
25
Fidelity Investments
Massachusetts
$15.3K 164 +1 +0.6%