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Invesco Dorsey Wright Momentum ETF
PDP

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Morgan Stanley
1
Morgan Stanley
New York
USD 152 M +USD 4.96 M +116,173 +3%
Wells Fargo
2
Wells Fargo
California
USD 104 M -USD 5.45 M -127,604 -5%
Strid Group
3
Strid Group
Pennsylvania
USD 49.4 M -USD 702 k -16,426 -1%
Bank of America
4
Bank of America
North Carolina
USD 44.3 M -USD 2.4 M -56,230 -5%
Raymond James & Associates
5
Raymond James & Associates
Florida
USD 41.4 M +USD 5.89 M +137,884 +16%
Raymond James Financial Services Advisors
6
Raymond James Financial Services Advisors
Florida
USD 40.9 M +USD 13.2 M +309,028 +47%
UBS Group
7
UBS Group
Switzerland
USD 40.2 M -USD 5.51 M -129,001 -12%
MSI Financial Services
8
MSI Financial Services
Massachusetts
USD 33.9 M +USD 7.97 M +186,650 +31%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
USD 33.5 M -USD 150 k -3,510 -0.4%
Prospera Financial Services
10
Prospera Financial Services
Texas
USD 29.9 M +USD 19.7 M +461,700 +190%
NewSquare Capital
11
NewSquare Capital
Pennsylvania
USD 29 M +USD 20 M +468,729 +219%
Gateway Advisory
12
Gateway Advisory
New Jersey
USD 25.1 M +USD 1.36 M +31,893 +6%
Ameriprise
13
Ameriprise
Minnesota
USD 20.7 M +USD 10.3 M +240,331 +97%
SPC Financial Inc
14
SPC Financial Inc
Maryland
USD 15.3 M +USD 5.32 M +124,534 +53%
LPL Financial
15
LPL Financial
California
USD 15.3 M -USD 1.33 M -31,243 -8%
Well Done LLC
16
Well Done LLC
Michigan
USD 14.2 M – – –
Carson Wealth (CWM LLC)
17
Carson Wealth (CWM LLC)
Nebraska
USD 12.3 M +USD 8.68 M +203,173 +237%
Advisor Group
18
Advisor Group
Arizona
USD 12 M -USD 427 k -10,000 -3%
Wealth Enhancement Advisory Services
19
Wealth Enhancement Advisory Services
Minnesota
USD 11.1 M +USD 46.9 k +1,098 +0.4%
BB&T Securities
20
BB&T Securities
Virginia
USD 9.9 M -USD 325 k -7,609 -3%
Osborne Partners Capital Management
21
Osborne Partners Capital Management
California
USD 8.56 M -USD 1.79 M -42,017 -17%
NewEdge Advisors
22
NewEdge Advisors
Louisiana
USD 8.02 M +USD 190 k +4,442 +2%
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
USD 7.77 M +USD 7.83 M +183,218 Nuevas
D.A. Davidson & Co
24
D.A. Davidson & Co
Montana
USD 7.24 M +USD 1.58 M +36,896 +28%
Invesco
25
Invesco
Georgia
USD 6.86 M +USD 1.99 M +46,515 +40%
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