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Invesco Dorsey Wright Momentum ETF
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Overview Fund Activity

159 hedge funds and large institutions have $1.27B invested in Invesco Dorsey Wright Momentum ETF in 2020 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 39 increasing their positions, 58 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
159
Holders Change
+3
Holders Change %
+1.92%
% of All Funds
3.22%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
16
Increased
39
Reduced
58
Closed
12
Calls
$1.6M
Puts
–
Net Calls
+$1.6M
Net Calls Change
-$382K

Top Buyers

1
Citigroup
1
Citigroup
New York
$352M
2
SS
2
Simplicity Solutions
Minnesota
$24.5M
3
AWM
3
AE Wealth Management
Kansas
$24.6M
4
NC
4
NewSquare Capital
Pennsylvania
$34.1M
5
TC
5
Trilogy Capital
California
$18.2M

Top Sellers

1
PFS
1
Prospera Financial Services
Texas
$225K
2
SFI
2
SPC Financial Inc
Maryland
$1.78M
3
UBS Group
3
UBS Group
Switzerland
$35.5M
4
FTUS
4
Flow Traders U.S.
New York
$0
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$4.44M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
26
Affinity Wealth Management
Delaware
$6.76M +$6.76M +86,068 New
JPMorgan Chase & Co
27
JPMorgan Chase & Co
New York
$6.48M -$585K -7,681 -8%
OPCM
28
Osborne Partners Capital Management
California
$4.86M -$2.45M -32,071 -34%
SI
29
Stephens Inc
Arkansas
$4.54M +$2.93M +38,275 +181%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$4.44M -$2.84M -37,097 -39%
IFWM
31
Institute for Wealth Management
Colorado
$4.4M +$3.13K +41 +0.1%
Wealth Enhancement Advisory Services
32
Wealth Enhancement Advisory Services
Minnesota
$4.35M -$230K -2,830 -5%
Invesco
33
Invesco
Georgia
$3.72M -$1.05M -13,752 -22%
EWA
34
EP Wealth Advisors
California
$3.7M +$126K +1,650 +4%
William Blair & Company
35
William Blair & Company
Illinois
$3.39M +$7.64K +100 +0.2%
KAS
36
Kestra Advisory Services
Texas
$3.26M +$3.26M +42,657 New
BRWA
37
B. Riley Wealth Advisors
Florida
$2.99M -$99.1K -1,296 -3%
Envestnet Asset Management
38
Envestnet Asset Management
Illinois
$2.84M +$272K +3,563 +11%
AFWM
39
AMJ Financial Wealth Management
Virginia
$2.76M +$443K +5,794 +19%
MAP
40
Milestone Advisory Partners
North Carolina
$2.52M -$183K -2,397 -7%
HighTower Advisors
41
HighTower Advisors
Illinois
$2.26M +$1.17M +15,374 +107%
Baird Financial Group
42
Baird Financial Group
Wisconsin
$2.16M +$423K +5,540 +24%
MWM
43
MinichMacGregor Wealth Management
New York
$2.13M +$1.87M +24,424 +698%
PAG
44
Private Advisor Group
New Jersey
$2.06M +$1.07M +13,975 +108%
SCA
45
Snowden Capital Advisors
New York
$2.05M -$58.5K -765 -3%
GSC
46
G&S Capital
Colorado
$2.02M -$1.18M -15,386 -37%
LAS
47
Lloyd Advisory Services
Georgia
$1.83M +$1.83M +23,992 New
SFI
48
SPC Financial Inc
Maryland
$1.78M -$19.5M -254,453 -92%
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
$1.78M -$764K -9,993 -30%
MML Investors Services
50
MML Investors Services
Massachusetts
$1.76M -$715K -9,351 -29%
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