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Invesco Dorsey Wright Basic Materials Momentum ETF

58 hedge funds and large institutions have $99.2M invested in Invesco Dorsey Wright Basic Materials Momentum ETF in 2023 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 19 increasing their positions, 14 reducing their positions, and 3 closing their positions.

Holders
58
Holders Change
+5
Holders Change %
+9.43%
% of All Funds
0.93%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
19
Reduced
14
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
HighTower Advisors
1
HighTower Advisors
Illinois
$21.8M 256,668 +41,761 +19%
TFA
2
Transamerica Financial Advisors
Florida
$13.3M 156,524 +2,544 +2%
Morgan Stanley
3
Morgan Stanley
New York
$9.56M 112,454 +8,690 +8%
LPL Financial
4
LPL Financial
California
$7.28M 85,587 +39,986 +88%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$6.33M 74,501 +3,358 +5%
Janney Montgomery Scott
6
Janney Montgomery Scott
Pennsylvania
$5.58M 65,634 +6,739 +11%
UBS Group
7
UBS Group
Switzerland
$3.3M 38,771 -3,640 -9%
Wells Fargo
8
Wells Fargo
California
$3.19M 37,567 +7,651 +26%
RJA
9
Raymond James & Associates
Florida
$2.47M 29,016 +2,409 +9%
FEM
10
Fulcrum Equity Management
Texas
$2.35M 27,678 +27,678 New
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$2.25M 26,477 +1,929 +8%
Truist Financial
12
Truist Financial
North Carolina
$2.23M 26,221 -5,353 -17%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$1.49M 17,473 -5,701 -25%
LCGC
14
Legacy Capital Group California
California
$1.43M 16,839 +16,839 New
NP
15
Nilsine Partners
Colorado
$1.29M 15,158 +15,158 New
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$1.29M 15,126 -36 -0.2%
Goldman Sachs
17
Goldman Sachs
New York
$1.2M 14,061 +8,639 +159%
WAP
18
Wealthcare Advisory Partners
Pennsylvania
$1.11M 13,005 +1,534 +13%
Osaic Holdings
19
Osaic Holdings
Arizona
$1.09M 12,792 +7,321 +134%
GCA
20
Genesee Capital Advisors
New York
$943K 11,096 -716 -6%
CWM
21
Concentric Wealth Management
California
$895K 10,525 -275 -3%
AAS
22
Avantax Advisory Services
Texas
$864K 10,166
PAG
23
Private Advisor Group
New Jersey
$775K 9,112 -25,871 -74%
Ameriprise
24
Ameriprise
Minnesota
$707K 8,327 +2,016 +32%
SOS
25
Silver Oak Securities
Tennessee
$670K 7,837 +184 +2%