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Invesco Dorsey Wright Basic Materials Momentum ETF

32 hedge funds and large institutions have $12.7M invested in Invesco Dorsey Wright Basic Materials Momentum ETF in 2025 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 8 increasing their positions, 14 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
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
2
Increased
8
Reduced
14
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Goldman Sachs
1
Goldman Sachs
New York
$1.94M +$437K +4,707 +29%
Morgan Stanley
2
Morgan Stanley
New York
$1.87M +$17.1K +184 +0.9%
LPL Financial
3
LPL Financial
California
$1.45M -$364K -3,924 -20%
MCM
4
MAI Capital Management
Ohio
$922K -$16.3K -175 -2%
Citadel Advisors
5
Citadel Advisors
Florida
$762K +$3.44K +37 +0.5%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$743K -$14.2K -153 -2%
LWANC
7
Laurel Wealth Advisors (North Carolina)
North Carolina
$716K +$708K +65,748 +9,183%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$703K -$9.01K -97 -1%
Wells Fargo
9
Wells Fargo
California
$531K -$200K -2,154 -27%
MWM
10
Maltin Wealth Management
New Jersey
$498K -$19K -204 -4%
TWM
11
Trueblood Wealth Management
Ohio
$384K +$26.5K +285 +7%
Osaic Holdings
12
Osaic Holdings
Arizona
$376K +$95K +1,095 +34%
PSF
13
Pacific Sun Financial
California
$354K -$44.5K -480 -11%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$321K -$140K -1,509 -30%
FFA
15
Farther Finance Advisors
California
$310K +$650 +7 +0.2%
TRCT
16
Tower Research Capital (TRC)
New York
$279K -$289K -3,111 -51%
OWA
17
Octavia Wealth Advisors
Ohio
$273K -$2.6K -28 -0.9%
UBS Group
18
UBS Group
Switzerland
$64.9K -$2.42K -26 -4%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$49K -$19.1K -205 -28%
Raymond James Financial
20
Raymond James Financial
Florida
$33.9K +$33.9K +365 New
BAM
21
Bellevue Asset Management
Washington
$31.4K -$3.62K -39 -10%
EWM
22
EPG Wealth Management
Georgia
$29K
AAS
23
Ameritas Advisory Services
Nebraska
$23.7K +$23.7K +255 New
TFA
24
Transamerica Financial Advisors
Florida
$22.6K -$49.8K -537 -69%
Fidelity Investments
25
Fidelity Investments
Massachusetts
$15.3K +$93 +1 +0.6%