PYZ icon

Invesco Dorsey Wright Basic Materials Momentum ETF

34 hedge funds and large institutions have $21.6M invested in Invesco Dorsey Wright Basic Materials Momentum ETF in 2024 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 4 increasing their positions, 19 reducing their positions, and 8 closing their positions.

Holders
34
Holders Change
-7
Holders Change %
-17.07%
% of All Funds
0.49%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
4
Reduced
19
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$4.17M 44,892 -66,448 -60%
Truist Financial
2
Truist Financial
North Carolina
$2.41M 25,945 -859 -3%
LPL Financial
3
LPL Financial
California
$1.95M 21,003 -10,406 -33%
Goldman Sachs
4
Goldman Sachs
New York
$1.18M 12,703 +4,019 +46%
Ameriprise
5
Ameriprise
Minnesota
$1.18M 12,671 -87 -0.7%
IMC Chicago
6
IMC Chicago
Illinois
$1.06M 11,416 +11,416 New
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$1.04M 11,198 -751 -6%
Wells Fargo
8
Wells Fargo
California
$1.04M 11,176 -5,915 -35%
CWM
9
Concentric Wealth Management
California
$957K 10,300
Osaic Holdings
10
Osaic Holdings
Arizona
$817K 8,793 -8,533 -49%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$755K 8,130 -12 -0.1%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$558K 6,009 -1,590 -21%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$535K 5,761 +1,186 +26%
MWM
14
Maltin Wealth Management
New Jersey
$468K 5,034 +294 +6%
TRCT
15
Tower Research Capital (TRC)
New York
$459K 4,946 -2,316 -32%
Bank of America
16
Bank of America
North Carolina
$440K 4,735 +4,735 New
PSF
17
Pacific Sun Financial
California
$417K 4,490 -110 -2%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$412K 4,432 -773 -15%
SAM
19
SignalPoint Asset Management
Missouri
$310K 3,339 -132 -4%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$292K 3,142 +730 +30%
OWA
21
Octavia Wealth Advisors
Ohio
$287K 3,087 -65 -2%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$249K 2,678 -12,736 -83%
UBS Group
23
UBS Group
Switzerland
$181K 1,943 -4,560 -70%
TFA
24
Transamerica Financial Advisors
Florida
$130K 1,399 -815 -37%
HB
25
Horizon Bancorp
Indiana
$67K 726 -30 -4%