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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.

New
Increased
Maintained
Reduced
Closed
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 %
MML Investors Services
51
MML Investors Services
Massachusetts
$1.57M +$246K +2,749 +19%
CFA
52
Carroll Financial Associates
North Carolina
$1.55M -$39.7K -444 -3%
DADC
53
D.A. Davidson & Co
Montana
$1.49M +$17.9K +200 +1%
CAN
54
Cetera Advisor Networks
California
$1.48M +$34K +380 +2%
RJT
55
Raymond James Trust
Florida
$1.4M -$4.21K -47 -0.3%
BF
56
BOK Financial
Oklahoma
$1.39M +$1.39M +15,532 New
PAG
57
Private Advisor Group
New Jersey
$1.26M -$25.1K -281 -2%
CA
58
Calton & Associates
Florida
$1.22M +$56.9K +637 +5%
SFS
59
Sowell Financial Services
Arkansas
$1.18M +$174K +1,949 +17%
WI
60
Wintrust Investments
Illinois
$1.04M -$67K -749 -6%
LNC
61
Lincoln National Corp
Pennsylvania
$1.01M +$238K +2,658 +31%
CA
62
Cetera Advisors
Colorado
$978K +$63.4K +709 +7%
VWM
63
Vigilare Wealth Management
Arizona
$944K +$52.6K +588 +6%
BRWM
64
B. Riley Wealth Management
Tennessee
$936K -$24.8K -277 -3%
Cetera Investment Advisers
65
Cetera Investment Advisers
Illinois
$903K -$2.41K -27 -0.3%
WCM
66
WealthBridge Capital Management
Ohio
$900K -$16K -179 -2%
SPIA
67
Steward Partners Investment Advisory
New York
$891K +$25.6K +286 +3%
Baird Financial Group
68
Baird Financial Group
Wisconsin
$876K -$880K -9,845 -50%
KFGK
69
Keystone Financial Group (Kentucky)
Kentucky
$848K -$44K -492 -5%
BFEC
70
Benjamin F. Edwards & Company
Missouri
$848K -$1.79K -20 -0.2%
PAG
71
Private Advisory Group
Washington
$814K -$969K -10,831 -54%
Susquehanna International Group
72
Susquehanna International Group
Pennsylvania
$799K -$1.13M -12,577 -58%
SLWS
73
Swaine & Leidel Wealth Services
Florida
$675K +$675K +7,548 New
CIAS
74
Capital Investment Advisory Services
North Carolina
$660K – – –
Koshinski Asset Management
75
Koshinski Asset Management
Illinois
$658K +$203K +2,264 +44%
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3
4 5