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Invesco Dorsey Wright SmallCap Momentum ETF
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Overview Fund Activity

78 hedge funds and large institutions have $298M invested in Invesco Dorsey Wright SmallCap Momentum ETF in 2021 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 26 increasing their positions, 25 reducing their positions, and 8 closing their positions.

Holders
78
Holders Change
+2
Holders Change %
+2.63%
% of All Funds
1.36%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
12
Increased
26
Reduced
25
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$59.1M
2
FFS
2
Founders Financial Securities
Maryland
$656K
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$1.27M
4
PAG
4
Private Advisor Group
New Jersey
$3.4M
5
RJA
5
Raymond James & Associates
Florida
$21M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$30.7M
2
FEM
2
Fulcrum Equity Management
Texas
$0
3
SAM
3
Synergy Asset Management
Washington
$0
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$4.47M
5
Citadel Advisors
5
Citadel Advisors
Florida
$356K
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$59.1M 657,887 +39,086 +6%
Bank of America
2
Bank of America
North Carolina
$45M 501,500 +399 +0.1%
Morgan Stanley
3
Morgan Stanley
New York
$30.7M 341,676 -145,139 -30%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$24.3M 270,447 -3,526 -1%
RJA
5
Raymond James & Associates
Florida
$21M 234,402 +6,117 +3%
LPL Financial
6
LPL Financial
California
$15.3M 170,255 -10,646 -6%
ECA
7
Elevation Capital Advisory
Oregon
$15.1M 167,703 +167,703 New
UBS Group
8
UBS Group
Switzerland
$11.3M 125,636 +5,100 +4%
Janney Montgomery Scott
9
Janney Montgomery Scott
Pennsylvania
$10.7M 119,384 +1,586 +1%
MWM
10
MorganRosel Wealth Management
Colorado
$5.34M 59,516 +1,719 +3%
IWA
11
IBEX Wealth Advisors
New Jersey
$4.64M 51,656 -2,643 -5%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$4.47M 49,745 -28,762 -37%
PFS
13
Prospera Financial Services
Texas
$3.7M 41,153 -925 -2%
1WM
14
1900 Wealth Management
Texas
$3.66M 40,799 -13,576 -25%
Stifel Financial
15
Stifel Financial
Missouri
$3.58M 39,837 -4,416 -10%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$3.49M 38,922 +492 +1%
PAG
17
Private Advisor Group
New Jersey
$3.4M 37,831 +6,228 +20%
HFA
18
Hoover Financial Advisors
Pennsylvania
$3.09M 34,399 +971 +3%
FA
19
Fortis Advisors
Pennsylvania
$2.82M 52,682 -3,183 -6%
SG
20
Strid Group
Pennsylvania
$2.42M 29,626 -12,519 -30%
SC
21
Scotia Capital
Ontario, Canada
$1.77M 19,733 +842 +4%
Goldman Sachs
22
Goldman Sachs
New York
$1.48M 16,434 -3,406 -17%
SCA
23
Snowden Capital Advisors
New York
$1.45M 16,105 -225 -1%
CWA
24
Capital Wealth Alliance
Arizona
$1.41M 17,688 +442 +3%
BIA
25
Biondo Investment Advisors
Pennsylvania
$1.35M 15,075 +45 +0.3%
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