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Invesco Dorsey Wright Momentum ETF
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Overview Fund Activity

188 hedge funds and large institutions have $994M invested in Invesco Dorsey Wright Momentum ETF in 2021 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 41 increasing their positions, 81 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
188
Holders Change
+5
Holders Change %
+2.73%
% of All Funds
3.31%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
22
Increased
41
Reduced
81
Closed
17
Calls
$954K
Puts
–
Net Calls
+$954K
Net Calls Change
-$1.29M

Top Buyers

1
FIM
1
Freedom Investment Management
Connecticut
$10.6M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$9.74M
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$6.17M
4
Ameriprise
4
Ameriprise
Minnesota
$16.8M
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$2.39M

Top Sellers

1
Citigroup
1
Citigroup
New York
$619K
2
GA
2
Gateway Advisory
New Jersey
$49.9M
3
TC
3
Trilogy Capital
California
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$111M
5
Wells Fargo
5
Wells Fargo
California
$96.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
26
MorganRosel Wealth Management
Colorado
$7.55M -$2.27M -26,644 -23%
JPMorgan Chase & Co
27
JPMorgan Chase & Co
New York
$7.48M +$267K +3,130 +4%
MAP
28
Milestone Advisory Partners
North Carolina
$6.74M -$81.7K -960 -1%
Mercer Global Advisors
29
Mercer Global Advisors
Colorado
$6.17M +$4.38M +51,496 +246%
SI
30
Stephens Inc
Arkansas
$5.53M +$188K +2,207 +4%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$4.99M -$438K -5,141 -8%
OPCM
32
Osborne Partners Capital Management
California
$4.87M -$103K -1,205 -2%
Wealth Enhancement Advisory Services
33
Wealth Enhancement Advisory Services
Minnesota
$4.8M +$186K +2,133 +4%
IFWM
34
Institute for Wealth Management
Colorado
$4.7M -$57.9K -680 -1%
EWA
35
EP Wealth Advisors
California
$3.79M -$354K -4,162 -9%
William Blair & Company
36
William Blair & Company
Illinois
$3.53M -$244K -2,865 -6%
KAS
37
Kestra Advisory Services
Texas
$3.24M -$910K -10,687 -22%
BRWA
38
B. Riley Wealth Advisors
Florida
$3.19M +$47.7K +560 +2%
MIM
39
MTM Investment Management
South Carolina
$3.09M -$936 -11 -0%
FAIM
40
Financial Advocates Investment Management
Washington
$2.64M +$162K +1,900 +7%
Qube Research & Technologies (QRT)
41
Qube Research & Technologies (QRT)
United Kingdom
$2.39M +$2.39M +28,073 New
Baird Financial Group
42
Baird Financial Group
Wisconsin
$2.36M +$42.6K +501 +2%
GSC
43
G&S Capital
Colorado
$2.34M +$104K +1,216 +5%
SCA
44
Snowden Capital Advisors
New York
$2.25M +$7.58K +89 +0.3%
SFI
45
SPC Financial Inc
Maryland
$1.88M -$56.6K -665 -3%
CWA
46
Capital Wealth Alliance
Arizona
$1.88M +$605K +7,122 +48%
PAG
47
Private Advisory Group
Washington
$1.75M -$1.48M -17,339 -46%
MML Investors Services
48
MML Investors Services
Massachusetts
$1.75M -$91.9K -1,080 -5%
SC
49
Scotia Capital
Ontario, Canada
$1.74M +$98.2K +1,153 +6%
WWM
50
Western Wealth Management
Colorado
$1.68M +$587K +6,894 +54%
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