Institutional and Fund Ownership - Buyers
Major holders that have opened new positions in Invesco Exchange-Traded Fund Trust - Invesco Dorsey Wright Momentum ETF include Two Sigma Investments, Lp, Wsfs Capital Management, Llc, Kovitz Investment Group Partners, LLC, Assetmark, Inc, Red Tortoise LLC, Strategic Wealth Partners, Ltd., and Creative Capital Management Investments LLC .
This page shows changes in the ownership structure by listing institutions, funds, and major shareholders that have increased their holdings or opened new positions in the last reporting period. Green rows indicate new positions. Click the link icon to see the full transaction history.
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| File Date | Source | Investor | Type | Avg Price (Est) |
Shares | Δ Shares (%) |
Reported Value ($1000) |
Δ Value (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Hrt Financial Lp | 3,051 | 0 | ||||||
| 2025-07-24 | 13F | Costello Asset Management, INC | 631 | 0.16 | 68 | 7.94 | ||||
| 2025-08-01 | 13F | Delta Investment Management, LLC | 2,068 | 0.05 | 225 | 8.74 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 20,615 | 83.70 | 2 | 100.00 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 447,994 | 0.16 | 48,648 | 8.78 | ||||
| 2025-08-14 | 13F | Comerica Bank | 10,408 | 138.28 | 1,130 | 159.17 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 1 | 0 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 94,102 | 18.93 | 10,219 | 29.16 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 1,778 | 193 | ||||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 220 | 24 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 16,062 | 66.69 | 1,744 | 81.10 | ||||
| 2025-08-14 | 13F | Fmr Llc | 7,838 | 2.06 | 851 | 10.95 | ||||
| 2025-09-09 | 13F | NWF Advisory Services Inc. | 4,200 | 4.48 | 456 | 13.72 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 11,288 | 10.45 | 1,226 | 19.98 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 6,300 | 36.96 | 684 | 49.02 | |||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 14,300 | 450.00 | 1,553 | 499.23 | |||
| 2025-08-08 | 13F | Cetera Investment Advisers | 26,304 | 0.77 | 2,856 | 9.47 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 2,357 | 292.83 | 256 | 332.20 | ||||
| 2025-07-17 | 13F | PMG Wealth Management, Inc. | 9,615 | 20.07 | 1,044 | 30.50 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 90,032 | 0.97 | 9,777 | 9.66 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 101,258 | 0.13 | 10,996 | 8.75 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 17,960 | 131.62 | 1,950 | 151.61 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 3,133 | 20.78 | 340 | 31.27 | ||||
| 2025-08-13 | 13F | Baker Avenue Asset Management, LP | 4,916 | 13.93 | 534 | 23.67 | ||||
| 2025-08-07 | 13F | Private Advisory Group LLC | 12,225 | 37.31 | 1,328 | 49.10 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1,053 | 114 | ||||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 9,855 | 20.74 | 1,070 | 31.13 | ||||
| 2025-07-25 | 13F | Second Half Financial Partners, LLC | 7,435 | 1.18 | 807 | 9.95 | ||||
| 2025-07-23 | 13F | Mullooly Asset Management, Inc. | 6,552 | 0.05 | 711 | 8.72 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 699,375 | 2.85 | 75,945 | 11.71 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 1,842 | 200 | ||||||
| 2025-08-14 | 13F | Colony Group, LLC | 13,197 | 1.46 | 1,433 | 10.23 | ||||
| 2025-08-06 | 13F | Wsfs Capital Management, Llc | 4,051 | 440 | ||||||
| 2025-07-30 | 13F | Prosperity Financial Group, Inc. | 5,160 | 0.04 | 560 | 8.74 | ||||
| 2025-08-14 | 13F | Vista Capital Partners, Inc. | 2,000 | 217 | ||||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 10,242 | 0.03 | 1,112 | 8.70 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 18,956 | 0.01 | 2,058 | 8.66 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 5,265 | 10.94 | 572 | 20.46 | ||||
| 2025-07-30 | 13F | Capital Wealth Alliance, LLC | 5,937 | 7.28 | 644 | 16.67 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 12 | 0 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 3,017 | 2.55 | 328 | 11.22 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 16,256 | 6.15 | 1,765 | 15.28 | ||||
| 2025-07-23 | 13F | Trueblood Wealth Management, LLC | 1,910 | 207 | ||||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 3,517 | 20.61 | 382 | 30.93 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 2,926 | 1.74 | 318 | 10.45 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 1,950 | 212 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 92,223 | 7.22 | 10,015 | 16.46 | ||||
| 2025-07-21 | 13F | Creative Capital Management Investments LLC | 134 | 15 | ||||||
| 2025-07-30 | 13F | Brookstone Capital Management | 2,674 | 1.10 | 290 | 9.85 | ||||
| 2025-07-31 | 13F | LJI Wealth Management, LLC | 73,556 | 4.01 | 7,987 | 12.97 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 11,893 | 3.03 | 1,292 | 11.87 | ||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 24,933 | 2,707 | ||||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 28,877 | 12.31 | 3,136 | 13.30 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 4,790 | 8.37 | 520 | 17.91 | ||||
| 2025-07-22 | 13F | Red Tortoise LLC | 245 | 27 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 39,463 | 1.00 | 4 | 33.33 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 208,491 | 1.73 | 22,640 | 10.49 | ||||
| 2025-07-09 | 13F | Mirador Capital Partners LP | 2,000 | 217 | ||||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 4,926 | 0.02 | 535 | 8.54 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 18,360 | 2.28 | 1,994 | 3.21 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 7,418 | 1.77 | 806 | 10.58 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 178,693 | 1.11 | 19,404 | 9.81 |
