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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.

New
Increased
Maintained
Reduced
Closed
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 %
BA
51
Bridgewater Advisors
New York
$1.59M – – –
EE
52
EWG Elevate
California
$1.53M +$1.53M +16,985 New
DADC
53
D.A. Davidson & Co
Montana
$1.47M – – –
CAN
54
Cetera Advisor Networks
California
$1.45M +$230K +2,563 +19%
RJT
55
Raymond James Trust
Florida
$1.4M -$47.5K -530 -3%
MML Investors Services
56
MML Investors Services
Massachusetts
$1.33M -$514K -5,736 -28%
PAG
57
Private Advisor Group
New Jersey
$1.29M -$196K -2,186 -13%
CA
58
Calton & Associates
Florida
$1.17M +$121K +1,355 +12%
OMC
59
Old Mission Capital
Illinois
$1.15M +$1.15M +12,785 New
WI
60
Wintrust Investments
Illinois
$1.11M +$26.1K +291 +2%
AWA
61
Arkadios Wealth Advisors
Georgia
$1.07M -$17.9K -200 -2%
SFS
62
Sowell Financial Services
Arkansas
$1.01M -$23.7K -265 -2%
CRI
63
Colonial River Investments
Virginia
$1M +$8.69K +97 +0.9%
BRWM
64
B. Riley Wealth Management
Tennessee
$962K +$23.1K +258 +2%
WCM
65
WealthBridge Capital Management
Ohio
$918K -$44.8K -500 -5%
CA
66
Cetera Advisors
Colorado
$916K – – –
Cetera Investment Advisers
67
Cetera Investment Advisers
Illinois
$907K -$109K -1,217 -11%
KFGK
68
Keystone Financial Group (Kentucky)
Kentucky
$894K -$43.3K -483 -5%
VWM
69
Vigilare Wealth Management
Arizona
$893K +$46.6K +520 +6%
SPIA
70
Steward Partners Investment Advisory
New York
$867K -$213K -2,373 -20%
BFEC
71
Benjamin F. Edwards & Company
Missouri
$851K -$13.3K -148 -2%
LNC
72
Lincoln National Corp
Pennsylvania
$776K -$271K -3,028 -26%
EBA
73
Eagle Bay Advisors
New York
$681K +$681K +7,516 New
CIAS
74
Capital Investment Advisory Services
North Carolina
$661K – – –
AF
75
Advisornet Financial
Minnesota
$659K -$71.3K -795 -10%
1 2
3
4 5