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Invesco Dorsey Wright Momentum ETF
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Overview Fund Activity

183 hedge funds and large institutions have $1.53B invested in Invesco Dorsey Wright Momentum ETF in 2020 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 41 increasing their positions, 61 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
183
Holders Change
+24
Holders Change %
+15.09%
% of All Funds
3.25%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.14%
New
37
Increased
41
Reduced
61
Closed
9
Calls
$2.25M
Puts
–
Net Calls
+$2.25M
Net Calls Change
+$648K

Top Buyers

1
GA
Gateway Advisory
New Jersey
$103M
2
PFS
Prospera Financial Services
Texas
$40M
3
Goldman Sachs
Goldman Sachs
New York
$13.2M
4
LPL Financial
LPL Financial
California
$43.6M
5
Morgan Stanley
Morgan Stanley
New York
$135M

Top Sellers

1
Citigroup
Citigroup
New York
$364M
2
SS
Simplicity Solutions
Minnesota
$10.2M
3
AWM
AE Wealth Management
Kansas
$11.5M
4
PAG
Private Advisory Group
Washington
$3.33M
5
NC
NewSquare Capital
Pennsylvania
$34.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
SS
26
Simplicity Solutions
Minnesota
$10.2M -$17.9M -204,379 -64%
MWM
27
MorganRosel Wealth Management
Colorado
$10.1M -$247K -2,813 -2%
AWM
28
Affinity Wealth Management
Delaware
$8.45M +$783K +8,794 +10%
JPMorgan Chase & Co
29
JPMorgan Chase & Co
New York
$7.43M -$32.6K -372 -0.4%
MAP
30
Milestone Advisory Partners
North Carolina
$7.03M +$4.13M +47,125 +143%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$5.6M +$497K +5,665 +10%
SI
32
Stephens Inc
Arkansas
$5.5M +$290K +3,306 +6%
OPCM
33
Osborne Partners Capital Management
California
$5.12M -$459K -5,230 -8%
SEM
34
Strategic Equity Management
Arizona
$5.05M +$5.05M +57,519 New
IFWM
35
Institute for Wealth Management
Colorado
$4.91M -$147K -1,670 -3%
Wealth Enhancement Advisory Services
36
Wealth Enhancement Advisory Services
Minnesota
$4.68M -$55.2K -625 -1%
EWA
37
EP Wealth Advisors
California
$4.27M +$21.1K +241 +0.5%
KAS
38
Kestra Advisory Services
Texas
$4.26M +$527K +6,029 +14%
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$4.23M +$973K +11,085 +30%
William Blair & Company
40
William Blair & Company
Illinois
$3.89M -$3.51K -40 -0.1%
PAG
41
Private Advisory Group
Washington
$3.33M -$5.21M -59,421 -61%
BRWA
42
B. Riley Wealth Advisors
Florida
$3.24M -$191K -2,182 -6%
MIM
43
MTM Investment Management
South Carolina
$3.18M +$3.18M +36,274 New
BFG
44
Berger Financial Group
Minnesota
$2.99M +$2.99M +34,013 New
Citadel Advisors
45
Citadel Advisors
Florida
$2.89M +$2.89M +32,913 New
AFWM
46
AMJ Financial Wealth Management
Virginia
$2.88M -$283K -3,227 -9%
PAG
47
Private Advisor Group
New Jersey
$2.63M +$269K +3,070 +11%
FAIM
48
Financial Advocates Investment Management
Washington
$2.55M +$2.55M +29,076 New
Baird Financial Group
49
Baird Financial Group
Wisconsin
$2.39M -$94.8K -1,080 -4%
SCA
50
Snowden Capital Advisors
New York
$2.31M -$40.1K -457 -2%
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