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Invesco Dorsey Wright Basic Materials Momentum ETF

33 hedge funds and large institutions have $17M invested in Invesco Dorsey Wright Basic Materials Momentum ETF in 2024 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 13 reducing their positions, and 2 closing their positions.

Holders
33
Holders Change
+1
Holders Change %
+3.13%
% of All Funds
0.48%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
7
Reduced
13
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Goldman Sachs
1
Goldman Sachs
New York
$4.07M 42,416 +22,038 +108%
Morgan Stanley
2
Morgan Stanley
New York
$2.05M 21,393 -8,954 -30%
LPL Financial
3
LPL Financial
California
$1.34M 13,951 -2,075 -13%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$998K 10,410 +1,700 +20%
CWM
5
Concentric Wealth Management
California
$987K 10,300
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$954K 9,953 -1,034 -9%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$827K 8,629 +858 +11%
Wells Fargo
8
Wells Fargo
California
$821K 8,564 -1,579 -16%
Citadel Advisors
9
Citadel Advisors
Florida
$735K 7,671 +7,671 New
TRCT
10
Tower Research Capital (TRC)
New York
$585K 6,106 +315 +5%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$568K 5,929 -58 -1%
MWM
12
Maltin Wealth Management
New Jersey
$504K 5,263 +13 +0.2%
PSF
13
Pacific Sun Financial
California
$425K 4,430 -50 -1%
Osaic Holdings
14
Osaic Holdings
Arizona
$352K 3,671 -2,932 -44%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$330K 3,434 +173 +5%
SAM
16
SignalPoint Asset Management
Missouri
$321K 3,339
OWA
17
Octavia Wealth Advisors
Ohio
$299K 3,116
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$210K 2,187 -534 -20%
Bank of America
19
Bank of America
North Carolina
$157K 1,639 -1,799 -52%
UBS Group
20
UBS Group
Switzerland
$122K 1,269 -1,371 -52%
TFA
21
Transamerica Financial Advisors
Florida
$86K 888 -511 -37%
LWANC
22
Laurel Wealth Advisors (North Carolina)
North Carolina
$68.6K 716
HB
23
Horizon Bancorp
Indiana
$49K 509 -108 -18%
BAM
24
Bellevue Asset Management
Washington
$36.1K 377
EWM
25
EPG Wealth Management
Georgia
$30K 313 +313 New