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PRN Institutional Ownership

Invesco Dorsey Wright Industrials Momentum ETF
1W: +0.3% 1M: +3.8% 3M: -15.1% YTD: +12.0% 1Y: +16.1% 3Y: +102.5% 5Y: +101.5%
$201.99
+1.41 (+0.70%)
 
Weekly Expected Move ±3.6%
$187 $195 $202 $209 $217
ETF NASDAQ · AUM $385.7M

Institutional Ownership — PRN

112
Institutional Holders
+17 vs prior quarter
0.0%
Ownership
+0.00pp
252M
Total Invested
27
New Positions
29
Increased
35
Reduced
3
Closed
0.50
Put/Call Ratio

Ownership Trends

Top Institutional Holders (119 total)

# Holder Shares Value Change Change % Holding Period Filing
1 LPL Financial LLC 122,117 $25M +5,382 +4.6% 33Q SEC ↗
2 WELLS FARGO & COMPANY/MN 103,153 $21M -4,310 -4.0% 33Q SEC ↗
3 MORGAN STANLEY 86,735 $18M +14,389 +19.9% 33Q SEC ↗
4 AMERIPRISE FINANCIAL INC 81,861 $17M +12,694 +18.4% 16Q SEC ↗
5 RAYMOND JAMES FINANCIAL INC 71,876 $15M +331 +0.5% 7Q SEC ↗
6 Transamerica Financial Advisors, LLC 63,963 $13M -6,613 -9.4% 18Q SEC ↗
7 Janney Montgomery Scott LLC 34,406 $7M +1,731 +5.3% 24Q SEC ↗
8 OSAIC HOLDINGS, INC. 30,731 $6M +24,507 +393.8% 26Q SEC ↗
9 ENVESTNET ASSET MANAGEMENT INC 28,983 $6M -3 -0.0% 11Q SEC ↗
10 BANK OF AMERICA CORP /DE 26,724 $5M -1,155 -4.1% 15Q SEC ↗
11 Stratos Wealth Partners, LTD. 22,995 $5M +1,650 +7.7% 4Q SEC ↗
12 Paller Financial Services Inc 18,943 $4M -300 -1.6% 3Q SEC ↗
13 HighTower Advisors, LLC 16,486 $3M -1,616 -8.9% 8Q SEC ↗
14 Cetera Investment Advisers 15,016 $3M +177 +1.2% 10Q SEC ↗
15 MML INVESTORS SERVICES, LLC 13,872 $3M +3,905 +39.2% 11Q SEC ↗
16 PRINCIPAL SECURITIES, INC. 13,739 $3M -1,376 -9.1% 5Q SEC ↗
17 StoneX Group Inc. 12,628 $3M +131 +1.0% 33Q SEC ↗
18 ROYAL BANK OF CANADA 12,321 $2M -1,786 -12.7% 33Q SEC ↗
19 Cambridge Investment Research Advisors 11,844 $2M +1,749 +17.3% 33Q SEC ↗
20 Financial Management Professionals, In NEW 10,682 $2M — +0.0% 1Q SEC ↗
21 Private Advisor Group, LLC 10,637 $2M -681 -6.0% 14Q SEC ↗
22 American Trust 9,408 $2M +373 +4.1% 5Q SEC ↗
23 TWO SIGMA INVESTMENTS, LP NEW 9,100 $2M — +0.0% 1Q SEC ↗
24 JONES FINANCIAL COMPANIES LLLP 8,205 $2M +2,889 +54.3% 8Q SEC ↗
25 INDEPENDENT FINANCIAL GROUP, LLC NEW 7,946 $2M — +0.0% 1Q SEC ↗
26 Stonebridge Financial Planning Group, 7,324 $1M +354 +5.1% 22Q SEC ↗
27 Farther Finance Advisors, LLC 7,231 $1M -49 -0.7% 6Q SEC ↗
28 AlphaCore Capital LLC 6,863 $1M -82 -1.2% 3Q SEC ↗
29 Genesee Capital Advisors, LLC 6,233 $1M — +0.0% 14Q SEC ↗
30 UBS Group AG 6,093 $1M -1,485 -19.6% 33Q SEC ↗
31 Belpointe Asset Management LLC 6,029 $1M -1,388 -18.7% 9Q SEC ↗
32 Kestra Advisory Services, LLC 5,922 $1M -212 -3.5% 10Q SEC ↗
33 GWN SECURITIES INC. 5,872 $1M -2,124 -26.6% 7Q SEC ↗
34 J.W. COLE ADVISORS, INC. 5,288 $1M +252 +5.0% 19Q SEC ↗
35 Noble Family Wealth, LLC 4,594 $928K -1,000 -17.9% 14Q SEC ↗
36 SUSQUEHANNA INTERNATIONAL GROUP, LLP 4,568 $923K -1,773 -28.0% 3Q SEC ↗
37 COMMONWEALTH EQUITY SERVICES, LLC 3,956 $799K -94 -2.3% 25Q SEC ↗
38 &PARTNERS 3,723 $752K +326 +9.6% 7Q SEC ↗
39 FAGAN ASSOCIATES, INC. 3,696 $747K +222 +6.4% 8Q SEC ↗
40 SCHMIDT P J INVESTMENT MANAGEMENT INC 3,544 $716K +90 +2.6% 7Q SEC ↗
41 CIBC WORLD MARKET INC. 3,441 $695K -370 -9.7% 5Q SEC ↗
42 Trueblood Wealth Management, LLC 3,341 $675K +39 +1.2% 7Q SEC ↗
43 Quadrature Capital Ltd NEW 3,225 $651K — +0.0% 1Q SEC ↗
44 Advisory Services Network, LLC 3,217 $650K +514 +19.0% 7Q SEC ↗
45 Sowell Financial Services LLC 3,160 $638K +195 +6.6% 6Q SEC ↗
46 Carr Financial Group Corp 2,841 $574K +1,455 +105.0% 2Q SEC ↗
47 Nova Wealth Management, Inc. 2,740 $553K -104 -3.7% 7Q SEC ↗
48 NewEdge Advisors, LLC 2,650 $535K -283 -9.6% 15Q SEC ↗
49 Larson Financial Group LLC 2,644 $534K +118 +4.7% 17Q SEC ↗
50 Plan Group Financial, LLC NEW 2,600 $525K — +0.0% 1Q SEC ↗
Biggest Increases (20)
HolderAddedChange %Total Shares
OSAIC HOLDINGS, INC. +24,507 +393.8% 30,731
MORGAN STANLEY +14,389 +19.9% 86,735
AMERIPRISE FINANCIAL INC +12,694 +18.4% 81,861
LPL Financial LLC +5,382 +4.6% 122,117
MML INVESTORS SERVICES, LLC +3,905 +39.2% 13,872
JONES FINANCIAL COMPANIES LLLP +2,889 +54.3% 8,205
Cambridge Investment Research Advis +1,749 +17.3% 11,844
Janney Montgomery Scott LLC +1,731 +5.3% 34,406
Stratos Wealth Partners, LTD. +1,650 +7.7% 22,995
Carr Financial Group Corp +1,455 +105.0% 2,841
STIFEL FINANCIAL CORP +1,013 +83.1% 2,232
Advisory Services Network, LLC +514 +19.0% 3,217
American Trust +373 +4.1% 9,408
Stonebridge Financial Planning Grou +354 +5.1% 7,324
Spire Wealth Management +341 +36.0% 1,289
Western Wealth Management, LLC +334 +20.6% 1,952
RAYMOND JAMES FINANCIAL INC +331 +0.5% 71,876
&PARTNERS +326 +9.6% 3,723
FMR LLC +317 +55.0% 893
J.W. COLE ADVISORS, INC. +252 +5.0% 5,288
Biggest Decreases (20)
HolderReducedChange %Total Shares
Transamerica Financial Advisors, LL -6,613 -9.4% 63,963
WELLS FARGO & COMPANY/MN -4,310 -4.0% 103,153
GWN SECURITIES INC. -2,124 -26.6% 5,872
ROYAL BANK OF CANADA -1,786 -12.7% 12,321
SUSQUEHANNA INTERNATIONAL GROUP, LL -1,773 -28.0% 4,568
HighTower Advisors, LLC -1,616 -8.9% 16,486
UBS Group AG -1,485 -19.6% 6,093
Belpointe Asset Management LLC -1,388 -18.7% 6,029
PRINCIPAL SECURITIES, INC. -1,376 -9.1% 13,739
BANK OF AMERICA CORP /DE -1,155 -4.1% 26,724
Noble Family Wealth, LLC -1,000 -17.9% 4,594
Private Advisor Group, LLC -681 -6.0% 10,637
HARBOUR INVESTMENTS, INC. -400 -88.9% 50
CIBC WORLD MARKET INC. -370 -9.7% 3,441
Paller Financial Services Inc -300 -1.6% 18,943
NewEdge Advisors, LLC -283 -9.6% 2,650
CAPTRUST FINANCIAL ADVISORS -230 -17.7% 1,069
Kestra Advisory Services, LLC -212 -3.5% 5,922
GLENMEDE TRUST CO NA -200 -20.0% 800
Sound Income Strategies, LLC -183 -8.5% 1,981

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms