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Invesco Dorsey Wright Basic Materials Momentum ETF

32 hedge funds and large institutions have $13.3M invested in Invesco Dorsey Wright Basic Materials Momentum ETF in 2025 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 4 increasing their positions, 15 reducing their positions, and 2 closing their positions.

Holders
32
Holders Change
Holders Change %
0%
% 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
4
Reduced
15
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
IMC Chicago
1
IMC Chicago
Illinois
$1.78M 21,036 +21,036 New
Morgan Stanley
2
Morgan Stanley
New York
$1.69M 19,945 -880 -4%
LPL Financial
3
LPL Financial
California
$1.65M 19,524 -1,693 -8%
Goldman Sachs
4
Goldman Sachs
New York
$1.37M 16,153 -38,015 -70%
MCM
5
MAI Capital Management
Ohio
$856K 10,100
Citadel Advisors
6
Citadel Advisors
Florida
$692K 8,168 +3,711 +83%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$691K 8,157 -824 -9%
Wells Fargo
8
Wells Fargo
California
$667K 7,871 -594 -7%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$650K 7,665 +149 +2%
TRCT
10
Tower Research Capital (TRC)
New York
$518K 6,111 +1,076 +21%
MWM
11
Maltin Wealth Management
New Jersey
$472K 5,563 +286 +5%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$421K 4,965 -475 -9%
PSF
13
Pacific Sun Financial
California
$364K 4,300 -50 -1%
TWM
14
Trueblood Wealth Management
Ohio
$326K 3,845 +3,845 New
FFA
15
Farther Finance Advisors
California
$282K 3,325 +3,325 New
Osaic Holdings
16
Osaic Holdings
Arizona
$274K 3,235 -1,167 -27%
OWA
17
Octavia Wealth Advisors
Ohio
$252K 2,971 -145 -5%
TFA
18
Transamerica Financial Advisors
Florida
$67K 781 -101 -11%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$62K 730 -2,298 -76%
UBS Group
20
UBS Group
Switzerland
$61.5K 725 -546 -43%
LWANC
21
Laurel Wealth Advisors (North Carolina)
North Carolina
$60.7K 716
BAM
22
Bellevue Asset Management
Washington
$31.9K 377
EWM
23
EPG Wealth Management
Georgia
$26.5K 313
Fidelity Investments
24
Fidelity Investments
Massachusetts
$13.8K 163 -38 -19%
HB
25
Horizon Bancorp
Indiana
$13K 157 -352 -69%