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Invesco Dorsey Wright Momentum ETF
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Overview Fund Activity

183 hedge funds and large institutions have $1.61B invested in Invesco Dorsey Wright Momentum ETF in 2021 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 40 increasing their positions, 66 reducing their positions, and 18 closing their positions.

Holders
183
Holders Change
-2
Holders Change %
-1.08%
% of All Funds
3.21%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.14%
New
19
Increased
40
Reduced
66
Closed
18
Calls
$798K
Puts
$250K
Net Calls
+$548K
Net Calls Change
-$160K

Top Buyers

1
Citigroup
1
Citigroup
New York
$576M
2
AWM
2
AE Wealth Management
Kansas
$61.5M
3
FIM
3
Freedom Investment Management
Connecticut
$21.8M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$11.8M
5
EC
5
Estate Counselors
Wisconsin
$17.7M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$0
2
Wells Fargo
2
Wells Fargo
California
$86.7M
3
FTUS
3
Flow Traders U.S.
New York
$0
4
Bank of America
4
Bank of America
North Carolina
$45.8M
5
SI
5
Stephens Inc
Arkansas
$3.72M
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$9.93M -$210K -2,347 -2%
JPMorgan Chase & Co
27
JPMorgan Chase & Co
New York
$8.54M +$449K +5,021 +6%
MWM
28
MorganRosel Wealth Management
Colorado
$8.11M +$115K +1,290 +1%
AWM
29
Affinity Wealth Management
Delaware
$8.08M -$523K -5,979 -6%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$5.72M -$76.5K -855 -1%
Mercer Global Advisors
31
Mercer Global Advisors
Colorado
$5.17M -$538K -6,009 -9%
IFWM
32
Institute for Wealth Management
Colorado
$4.94M -$537 -6 -0%
OPCM
33
Osborne Partners Capital Management
California
$4.71M -$188K -2,100 -4%
LAS
34
Lloyd Advisory Services
Georgia
$4.06M +$4.06M +45,386 New
MAP
35
Milestone Advisory Partners
North Carolina
$3.88M +$122K +1,359 +3%
EWA
36
EP Wealth Advisors
California
$3.78M -$6.71K -75 -0.2%
SI
37
Stephens Inc
Arkansas
$3.72M -$2.6M -29,017 -41%
KAS
38
Kestra Advisory Services
Texas
$3.27M -$22.2K -248 -0.7%
William Blair & Company
39
William Blair & Company
Illinois
$3.27M -$5.37K -60 -0.2%
MIM
40
MTM Investment Management
South Carolina
$3.18M -$2.95K -33 -0.1%
BRWA
41
B. Riley Wealth Advisors
Florida
$3.01M -$64.9K -725 -2%
Rockefeller Capital Management
42
Rockefeller Capital Management
New York
$2.96M +$2.96M +33,087 New
NFG
43
Nations Financial Group
Iowa
$2.95M +$2.75M +30,708 +1,371%
GSC
44
G&S Capital
Colorado
$2.65M -$37.6K -420 -1%
SCA
45
Snowden Capital Advisors
New York
$2.38M +$10.8K +121 +0.5%
CWA
46
Capital Wealth Alliance
Arizona
$2.13M +$25.7K +279 +1%
SC
47
Scotia Capital
Ontario, Canada
$2.02M +$96.9K +1,083 +5%
SFI
48
SPC Financial Inc
Maryland
$1.94M -$16.1K -180 -0.8%
FPCP
49
Fort Point Capital Partners
California
$1.6M +$1.6M +17,833 New
BA
50
Bridgewater Advisors
New York
$1.59M – – –
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