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Invesco Dorsey Wright SmallCap Momentum ETF
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Overview Fund Activity

76 hedge funds and large institutions have $292M invested in Invesco Dorsey Wright SmallCap Momentum ETF in 2021 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 30 increasing their positions, 14 reducing their positions, and 10 closing their positions.

Holders
76
Holders Change
+9
Holders Change %
+13.43%
% of All Funds
1.34%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
19
Increased
30
Reduced
14
Closed
10
Calls
$213K
Puts
–
Net Calls
+$213K
Net Calls Change
-$133K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$41.4M
2
Wells Fargo
2
Wells Fargo
California
$52.6M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$23.3M
4
LPL Financial
4
LPL Financial
California
$15.4M
5
IWA
5
IBEX Wealth Advisors
New Jersey
$4.62M

Top Sellers

1
SAM
1
Synergy Asset Management
Washington
$2.86M
2
PAG
2
Private Advisory Group
Washington
$1.54M
3
BFG
3
Berger Financial Group
Minnesota
$0
4
SPC
4
Sigma Planning Corp
Michigan
$0
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$717K
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$52.6M 618,801 +113,904 +23%
Bank of America
2
Bank of America
North Carolina
$42.6M 501,101 +34,817 +7%
Morgan Stanley
3
Morgan Stanley
New York
$41.4M 486,815 +182,649 +60%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$23.3M 273,973 +71,556 +35%
RJA
5
Raymond James & Associates
Florida
$19.4M 228,285 +9,213 +4%
LPL Financial
6
LPL Financial
California
$15.4M 180,901 +56,684 +46%
UBS Group
7
UBS Group
Switzerland
$10.3M 120,536 +30,534 +34%
Janney Montgomery Scott
8
Janney Montgomery Scott
Pennsylvania
$10M 117,798 +15,305 +15%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$6.68M 78,507 +32,899 +72%
MWM
10
MorganRosel Wealth Management
Colorado
$4.92M 57,797 +9,603 +20%
IWA
11
IBEX Wealth Advisors
New Jersey
$4.62M 54,299 +36,980 +214%
Stifel Financial
12
Stifel Financial
Missouri
$3.76M 44,253 +6,444 +17%
SG
13
Strid Group
Pennsylvania
$3.58M 42,145 -6,889 -14%
PFS
14
Prospera Financial Services
Texas
$3.58M 42,078 +3,310 +9%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$3.27M 38,430 +32,243 +521%
FEM
16
Fulcrum Equity Management
Texas
$3.04M 35,781 +35,781 New
SAM
17
Synergy Asset Management
Washington
$2.86M 33,668 -91,499 -73%
HFA
18
Hoover Financial Advisors
Pennsylvania
$2.78M 33,428 +33,428 New
Citadel Advisors
19
Citadel Advisors
Florida
$2.73M 32,144 +32,144 New
PAG
20
Private Advisor Group
New Jersey
$2.69M 31,603 +10,887 +53%
FA
21
Fortis Advisors
Pennsylvania
$2.6M 55,865 +13,377 +31%
MCC
22
Money Concepts Capital
Florida
$1.81M 21,218 +19,583 +1,198%
Goldman Sachs
23
Goldman Sachs
New York
$1.69M 19,840 +8,647 +77%
SC
24
Scotia Capital
Ontario, Canada
$1.61M 18,891 +1,185 +7%
PAG
25
Private Advisory Group
Washington
$1.54M 18,131 -65,960 -78%
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