PYZ icon

Invesco Dorsey Wright Basic Materials Momentum ETF

51 hedge funds and large institutions have $97M invested in Invesco Dorsey Wright Basic Materials Momentum ETF in 2023 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 21 increasing their positions, 15 reducing their positions, and 9 closing their positions.

Holders
51
Holders Change
-7
Holders Change %
-12.07%
% of All Funds
0.8%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
21
Reduced
15
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
HighTower Advisors
1
HighTower Advisors
Illinois
$22.9M 266,889 +10,221 +4%
TFA
2
Transamerica Financial Advisors
Florida
$13.2M 153,657 -2,867 -2%
Morgan Stanley
3
Morgan Stanley
New York
$10.6M 123,587 +11,133 +10%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$6.49M 75,737 +1,236 +2%
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$6.37M 74,332 +8,698 +13%
LPL Financial
6
LPL Financial
California
$5.32M 62,075 -23,512 -27%
UBS Group
7
UBS Group
Switzerland
$3.47M 40,519 +1,748 +5%
Wells Fargo
8
Wells Fargo
California
$3.04M 35,442 -2,125 -6%
RJA
9
Raymond James & Associates
Florida
$2.6M 30,350 +1,334 +5%
Truist Financial
10
Truist Financial
North Carolina
$2.27M 26,441 +220 +0.8%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$1.53M 17,831 +358 +2%
Osaic Holdings
12
Osaic Holdings
Arizona
$1.47M 17,179 +4,387 +34%
NP
13
Nilsine Partners
Colorado
$1.28M 14,947 -211 -1%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$1.15M 13,417 -13,060 -49%
WAP
15
Wealthcare Advisory Partners
Pennsylvania
$1.13M 13,184 +179 +1%
GCA
16
Genesee Capital Advisors
New York
$1.12M 13,078 +1,982 +18%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$1.12M 13,031 -2,095 -14%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$913K 10,650 -798 -7%
CWM
19
Concentric Wealth Management
California
$894K 10,425 -100 -1%
AAS
20
Avantax Advisory Services
Texas
$872K 10,166
Citadel Advisors
21
Citadel Advisors
Florida
$843K 9,831 +4,956 +102%
SOS
22
Silver Oak Securities
Tennessee
$817K 9,528 +1,691 +22%
Goldman Sachs
23
Goldman Sachs
New York
$781K 9,110 -4,951 -35%
Ameriprise
24
Ameriprise
Minnesota
$692K 8,084 -243 -3%
SFI
25
SPC Financial Inc
Maryland
$675K 7,876 +710 +10%