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Invesco Dorsey Wright Momentum ETF
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Overview Fund Activity

156 hedge funds and large institutions have $765M invested in Invesco Dorsey Wright Momentum ETF in 2020 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 35 increasing their positions, 62 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
156
Holders Change
–
Holders Change %
0%
% of All Funds
3.21%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.1%
New
20
Increased
35
Reduced
62
Closed
18
Calls
$2.38M
Puts
$404K
Net Calls
+$1.98M
Net Calls Change
+$4.28M

Top Buyers

1
GA
1
Gateway Advisory
New Jersey
$29.4M
2
Morgan Stanley
2
Morgan Stanley
New York
$101M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$31.6M
4
FTUS
4
Flow Traders U.S.
New York
$5M
5
LPL Financial
5
LPL Financial
California
$29M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$85.9M
2
RJA
2
Raymond James & Associates
Florida
$49.3M
3
UBS Group
3
UBS Group
Switzerland
$38M
4
Baird Financial Group
4
Baird Financial Group
Wisconsin
$1.53M
5
SFI
5
SPC Financial Inc
Maryland
$18.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
FTUS
26
Flow Traders U.S.
New York
$5M +$3.71M +55,091 +289%
Invesco
27
Invesco
Georgia
$4.21M -$446K -6,615 -10%
Wealth Enhancement Advisory Services
28
Wealth Enhancement Advisory Services
Minnesota
$4.07M -$1.29M -17,900 -24%
IFWM
29
Institute for Wealth Management
Colorado
$3.88M +$1.35K +20 +0%
EWA
30
EP Wealth Advisors
California
$3.15M +$18.4K +273 +0.6%
PAG
31
Private Advisory Group
Washington
$3.02M +$699K +10,376 +30%
William Blair & Company
32
William Blair & Company
Illinois
$2.98M +$123K +1,825 +4%
GSC
33
G&S Capital
Colorado
$2.81M +$123K +1,820 +5%
BRWA
34
B. Riley Wealth Advisors
Florida
$2.72M -$390K -5,789 -13%
MAP
35
Milestone Advisory Partners
North Carolina
$2.38M -$2.31M -34,311 -49%
Citadel Advisors
36
Citadel Advisors
Florida
$2.28M -$1.13M -16,794 -33%
Envestnet Asset Management
37
Envestnet Asset Management
Illinois
$2.26M +$685K +10,173 +44%
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
$2.24M -$2.15M -31,906 -49%
TRCT
39
Tower Research Capital (TRC)
New York
$2.23M +$515K +7,645 +30%
MML Investors Services
40
MML Investors Services
Massachusetts
$2.18M +$44.6K +663 +2%
AFWM
41
AMJ Financial Wealth Management
Virginia
$2.04M +$2.04M +30,287 New
Koshinski Asset Management
42
Koshinski Asset Management
Illinois
$1.88M -$271K -4,021 -13%
SCA
43
Snowden Capital Advisors
New York
$1.86M +$444K +6,599 +32%
SPC
44
Sigma Planning Corp
Michigan
$1.86M -$1.1M -16,287 -37%
Mercer Global Advisors
45
Mercer Global Advisors
Colorado
$1.56M -$161K -2,390 -9%
Baird Financial Group
46
Baird Financial Group
Wisconsin
$1.53M -$6.2M -91,994 -80%
CWA
47
Capital Wealth Alliance
Arizona
$1.53M -$83.3K -1,239 -5%
BSAM
48
Blue Sky Asset Management
Colorado
$1.47M +$1.47M +21,877 New
SI
49
Stephens Inc
Arkansas
$1.42M -$62.4K -927 -4%
CS
50
Credit Suisse
Switzerland
$1.37M – – –
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