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Invesco Dorsey Wright Momentum ETF
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Overview Fund Activity

185 hedge funds and large institutions have $974M invested in Invesco Dorsey Wright Momentum ETF in 2021 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 36 increasing their positions, 74 reducing their positions, and 13 closing their positions.

Holders
185
Holders Change
-3
Holders Change %
-1.6%
% of All Funds
3.23%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.1%
New
14
Increased
36
Reduced
74
Closed
13
Calls
$708K
Puts
–
Net Calls
+$708K
Net Calls Change
-$246K

Top Buyers

1
GA
1
Gateway Advisory
New Jersey
$56.1M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$6.97M
3
FTUS
3
Flow Traders U.S.
New York
$3.28M
4
EE
4
EWG Elevate
California
$1.53M
5
OMC
5
Old Mission Capital
Illinois
$1.15M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$101M
2
FIM
2
Freedom Investment Management
Connecticut
$0
3
Wells Fargo
3
Wells Fargo
California
$93.6M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$35.4M
5
LPL Financial
5
LPL Financial
California
$34.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
26
MorganRosel Wealth Management
Colorado
$8.01M +$60.5K +675 +0.8%
Wealth Enhancement Advisory Services
27
Wealth Enhancement Advisory Services
Minnesota
$6.97M +$2.09M +23,582 +43%
SI
28
Stephens Inc
Arkansas
$6.33M +$507K +5,656 +9%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$5.81M +$552K +6,162 +11%
Mercer Global Advisors
30
Mercer Global Advisors
Colorado
$5.72M -$777K -8,665 -12%
IFWM
31
Institute for Wealth Management
Colorado
$4.95M – – –
OPCM
32
Osborne Partners Capital Management
California
$4.91M -$213K -2,377 -4%
EWA
33
EP Wealth Advisors
California
$3.79M -$198K -2,211 -5%
MAP
34
Milestone Advisory Partners
North Carolina
$3.76M -$3.33M -37,197 -47%
KAS
35
Kestra Advisory Services
Texas
$3.3M -$103K -1,153 -3%
FTUS
36
Flow Traders U.S.
New York
$3.28M +$1.91M +21,359 +140%
William Blair & Company
37
William Blair & Company
Illinois
$3.28M -$442K -4,935 -12%
MIM
38
MTM Investment Management
South Carolina
$3.19M -$62.8K -701 -2%
BRWA
39
B. Riley Wealth Advisors
Florida
$3.08M -$276K -3,079 -8%
GSC
40
G&S Capital
Colorado
$2.7M +$233K +2,603 +9%
SCA
41
Snowden Capital Advisors
New York
$2.37M +$3.14K +35 +0.1%
CWA
42
Capital Wealth Alliance
Arizona
$1.98M +$61.9K +712 +3%
WWM
43
Western Wealth Management
Colorado
$1.98M +$214K +2,389 +12%
SFI
44
SPC Financial Inc
Maryland
$1.96M -$24.2K -270 -1%
Susquehanna International Group
45
Susquehanna International Group
Pennsylvania
$1.93M +$443K +4,938 +30%
SC
46
Scotia Capital
Ontario, Canada
$1.93M +$95.3K +1,063 +5%
PAG
47
Private Advisory Group
Washington
$1.79M -$60.2K -672 -3%
Baird Financial Group
48
Baird Financial Group
Wisconsin
$1.76M -$720K -8,039 -29%
SFSIG
49
San Francisco Sentry Investment Group
California
$1.59M +$48.5K +541 +3%
CFA
50
Carroll Financial Associates
North Carolina
$1.59M – – –
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