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Invesco Dorsey Wright Basic Materials Momentum ETF

41 hedge funds and large institutions have $31M invested in Invesco Dorsey Wright Basic Materials Momentum ETF in 2023 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 5 increasing their positions, 19 reducing their positions, and 20 closing their positions.

Holders
41
Holders Change
-12
Holders Change %
-22.64%
% of All Funds
0.6%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
5
Reduced
19
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$9.53M 111,340 -14,785 -12%
LPL Financial
2
LPL Financial
California
$2.69M 31,409 -19,928 -39%
Truist Financial
3
Truist Financial
North Carolina
$2.29M 26,804 -161 -0.6%
Osaic Holdings
4
Osaic Holdings
Arizona
$1.48M 17,326 -6,537 -27%
Wells Fargo
5
Wells Fargo
California
$1.46M 17,091 -12,684 -43%
Janney Montgomery Scott
6
Janney Montgomery Scott
Pennsylvania
$1.32M 15,414 -60,251 -80%
Ameriprise
7
Ameriprise
Minnesota
$1.09M 12,758 +9,071 +246%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$1.02M 11,949 -1,453 -11%
CWM
9
Concentric Wealth Management
California
$881K 10,300 -125 -1%
AAS
10
Avantax Advisory Services
Texas
$870K 10,166
Citadel Advisors
11
Citadel Advisors
Florida
$766K 8,949 -9,942 -53%
Goldman Sachs
12
Goldman Sachs
New York
$743K 8,684 +1,016 +13%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$697K 8,142 -5,242 -39%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$650K 7,599 -1,468 -16%
TRCT
15
Tower Research Capital (TRC)
New York
$621K 7,262 +216 +3%
UBS Group
16
UBS Group
Switzerland
$556K 6,503 -28,509 -81%
FTUS
17
Flow Traders U.S.
New York
$543K 6,348 +6,348 New
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$446K 5,205 -70,768 -93%
Two Sigma Investments
19
Two Sigma Investments
New York
$428K 5,000 +5,000 New
MWM
20
Maltin Wealth Management
New Jersey
$405K 4,740 -208 -4%
PSF
21
Pacific Sun Financial
California
$394K 4,600 -280 -6%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$391K 4,575 +4,575 New
SAM
23
SignalPoint Asset Management
Missouri
$296K 3,471
OWA
24
Octavia Wealth Advisors
Ohio
$270K 3,152 -237 -7%
CAN
25
Cetera Advisor Networks
California
$210K 2,459 +2,459 New