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Invesco Dorsey Wright Basic Materials Momentum ETF
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Overview Fund Activity

53 hedge funds and large institutions have $86.9M invested in Invesco Dorsey Wright Basic Materials Momentum ETF in 2023 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 17 increasing their positions, 17 reducing their positions, and 2 closing their positions.

Holders
53
Holders Change
+2
Holders Change %
+3.92%
% of All Funds
0.85%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
17
Reduced
17
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$1.48M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$1.87M
3
Morgan Stanley
3
Morgan Stanley
New York
$9.91M
4
HighTower Advisors
4
HighTower Advisors
Illinois
$21.1M
5
TRCT
5
Tower Research Capital (TRC)
New York
$553K

Top Sellers

1
WAP
1
Wealthcare Advisory Partners
Pennsylvania
$0
2
LPL Financial
2
LPL Financial
California
$4.03M
3
Wells Fargo
3
Wells Fargo
California
$2.34M
4
UBS Group
4
UBS Group
Switzerland
$2.75M
5
Ameriprise
5
Ameriprise
Minnesota
$292K
Name Market Value Shares Shares
Change 		Shares
Change %
HighTower Advisors
1
HighTower Advisors
Illinois
$21.1M 269,109 +2,220 +0.8%
TFA
2
Transamerica Financial Advisors
Florida
$11.9M 151,196 -2,461 -2%
Morgan Stanley
3
Morgan Stanley
New York
$9.91M 126,125 +2,538 +2%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$5.97M 75,973 +236 +0.3%
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$5.94M 75,665 +1,333 +2%
LPL Financial
6
LPL Financial
California
$4.03M 51,337 -10,738 -17%
UBS Group
7
UBS Group
Switzerland
$2.75M 35,012 -5,507 -14%
Wells Fargo
8
Wells Fargo
California
$2.34M 29,775 -5,667 -16%
RJA
9
Raymond James & Associates
Florida
$2.28M 28,977 -1,373 -5%
Truist Financial
10
Truist Financial
North Carolina
$2.12M 26,965 +524 +2%
Osaic Holdings
11
Osaic Holdings
Arizona
$1.87M 23,863 +6,684 +39%
Citadel Advisors
12
Citadel Advisors
Florida
$1.48M 18,891 +9,060 +92%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$1.43M 18,265 +434 +2%
NP
14
Nilsine Partners
Colorado
$1.19M 15,173 +226 +2%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$1.05M 13,402 +371 +3%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$1.05M 13,384 -33 -0.2%
GCA
17
Genesee Capital Advisors
New York
$1.02M 12,980 -98 -0.7%
CWM
18
Concentric Wealth Management
California
$819K 10,425 – –
AAS
19
Avantax Advisory Services
Texas
$799K 10,166 – –
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$712K 9,067 -1,583 -15%
SOS
21
Silver Oak Securities
Tennessee
$700K 8,906 -622 -7%
SFI
22
SPC Financial Inc
Maryland
$654K 8,321 +445 +6%
Goldman Sachs
23
Goldman Sachs
New York
$602K 7,668 -1,442 -16%
TRCT
24
Tower Research Capital (TRC)
New York
$553K 7,046 +2,132 +43%
SC
25
Scotia Capital
Ontario, Canada
$485K 6,177 +178 +3%
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