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Invesco Dorsey Wright Basic Materials Momentum ETF

32 hedge funds and large institutions have $15.2M invested in Invesco Dorsey Wright Basic Materials Momentum ETF in 2024 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 13 reducing their positions, and 4 closing their positions.

Holders
32
Holders Change
-1
Holders Change %
-3.03%
% of All Funds
0.43%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
6
Reduced
13
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Goldman Sachs
1
Goldman Sachs
New York
$4.7M 54,168 +11,752 +28%
LPL Financial
2
LPL Financial
California
$1.84M 21,217 +7,266 +52%
Morgan Stanley
3
Morgan Stanley
New York
$1.81M 20,825 -568 -3%
MCM
4
MAI Capital Management
Ohio
$876K 10,100 +10,100 New
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$779K 8,981 -972 -10%
Wells Fargo
6
Wells Fargo
California
$734K 8,465 -99 -1%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$652K 7,516 -1,113 -13%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$472K 5,440 -489 -8%
MWM
9
Maltin Wealth Management
New Jersey
$458K 5,277 +14 +0.3%
TRCT
10
Tower Research Capital (TRC)
New York
$437K 5,035 -1,071 -18%
Citadel Advisors
11
Citadel Advisors
Florida
$387K 4,457 -3,214 -42%
Osaic Holdings
12
Osaic Holdings
Arizona
$382K 4,402 +731 +20%
PSF
13
Pacific Sun Financial
California
$377K 4,350 -80 -2%
SAM
14
SignalPoint Asset Management
Missouri
$288K 3,325 -14 -0.4%
OWA
15
Octavia Wealth Advisors
Ohio
$270K 3,116
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$263K 3,028 -406 -12%
UBS Group
17
UBS Group
Switzerland
$110K 1,271 +2 +0.2%
TFA
18
Transamerica Financial Advisors
Florida
$77K 882 -6 -0.7%
LWANC
19
Laurel Wealth Advisors (North Carolina)
North Carolina
$62.1K 716
HB
20
Horizon Bancorp
Indiana
$44K 509
BAM
21
Bellevue Asset Management
Washington
$32.8K 377
EWM
22
EPG Wealth Management
Georgia
$27.1K 313
Fifth Third Bancorp
23
Fifth Third Bancorp
Ohio
$22.4K 258
HGERS
24
Householder Group Estate & Retirement Specialist
Arizona
$22K 255 +1 +0.4%
Fidelity Investments
25
Fidelity Investments
Massachusetts
$17.4K 201 -18 -8%