PYZ icon

Invesco Dorsey Wright Basic Materials Momentum ETF

53 hedge funds and large institutions have $79.9M invested in Invesco Dorsey Wright Basic Materials Momentum ETF in 2022 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 16 increasing their positions, 14 reducing their positions, and 7 closing their positions.

Holders
53
Holders Change
+2
Holders Change %
+3.92%
% of All Funds
0.86%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
16
Reduced
14
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
HighTower Advisors
1
HighTower Advisors
Illinois
$17M 214,907 -8,773 -4%
TFA
2
Transamerica Financial Advisors
Florida
$12.2M 153,980 +153,976 +3,849,400%
Morgan Stanley
3
Morgan Stanley
New York
$8.2M 103,764 +5,846 +6%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$5.62M 71,143 +67,765 +2,006%
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$4.66M 58,895 +54,917 +1,381%
LPL Financial
6
LPL Financial
California
$3.61M 45,601 -2,001 -4%
UBS Group
7
UBS Group
Switzerland
$3.35M 42,411 +3,538 +9%
Truist Financial
8
Truist Financial
North Carolina
$2.5M 31,574 +2,839 +10%
Wells Fargo
9
Wells Fargo
California
$2.37M 29,916 -10 -0%
RJA
10
Raymond James & Associates
Florida
$2.1M 26,607 +2,847 +12%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$1.94M 24,548 -352 -1%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$1.83M 23,174 +1,348 +6%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$1.33M 16,852 +107 +0.6%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$1.2M 15,162 +223 +1%
CPC
15
Consolidated Planning Corp
Georgia
$1.11M 13,984 +13,984 New
GCA
16
Genesee Capital Advisors
New York
$934K 11,812 +11,812 New
WAP
17
Wealthcare Advisory Partners
Pennsylvania
$907K 11,471 +5,589 +95%
CWM
18
Concentric Wealth Management
California
$854K 10,800 -250 -2%
AAS
19
Avantax Advisory Services
Texas
$804K 10,166
SOS
20
Silver Oak Securities
Tennessee
$605K 7,653 -1,253 -14%
SFI
21
SPC Financial Inc
Maryland
$544K 6,880 +6,880 New
Ameriprise
22
Ameriprise
Minnesota
$496K 6,311 -582 -8%
TRCT
23
Tower Research Capital (TRC)
New York
$466K 5,897 -7,597 -56%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$461K 5,834 -24,067 -80%
Osaic Holdings
25
Osaic Holdings
Arizona
$433K 5,471 +119 +2%