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Invesco Dorsey Wright Momentum ETF
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Overview Fund Activity

199 hedge funds and large institutions have $1.08B invested in Invesco Dorsey Wright Momentum ETF in 2021 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 41 increasing their positions, 74 reducing their positions, and 17 closing their positions.

Holders
199
Holders Change
+16
Holders Change %
+8.74%
% of All Funds
3.07%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
34
Increased
41
Reduced
74
Closed
17
Calls
$963K
Puts
–
Net Calls
+$963K
Net Calls Change
+$415K

Top Buyers

1
GA
1
Gateway Advisory
New Jersey
$95.8M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$23.7M
3
Rockefeller Capital Management
3
Rockefeller Capital Management
New York
$6.71M
4
MAP
4
Milestone Advisory Partners
North Carolina
$7.56M
5
RJA
5
Raymond James & Associates
Florida
$68.6M

Top Sellers

1
Citigroup
1
Citigroup
New York
$218K
2
AWM
2
AE Wealth Management
Kansas
$1M
3
AWM
3
Affinity Wealth Management
Delaware
$0
4
Truist Financial
4
Truist Financial
North Carolina
$8.5M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$5.85M
Name Market Value Shares Shares
Change 		Shares
Change %
RWA
51
Rainsberger Wealth Advisors
Colorado
$1.7M 17,936 +17,936 New
BA
52
Bridgewater Advisors
New York
$1.68M 17,735 – –
Baird Financial Group
53
Baird Financial Group
Wisconsin
$1.64M 17,348 +7,553 +77%
MML Investors Services
54
MML Investors Services
Massachusetts
$1.58M 16,688 -876 -5%
RJT
55
Raymond James Trust
Florida
$1.51M 15,948 +344 +2%
DADC
56
D.A. Davidson & Co
Montana
$1.43M 15,148 -1,484 -9%
CAN
57
Cetera Advisor Networks
California
$1.41M 14,915 -1,597 -10%
BF
58
BOK Financial
Oklahoma
$1.38M 14,642 -890 -6%
CA
59
Calton & Associates
Florida
$1.31M 13,854 +185 +1%
SFS
60
Sowell Financial Services
Arkansas
$1.25M 13,232 – –
LNC
61
Lincoln National Corp
Pennsylvania
$1.17M 12,399 +1,082 +10%
PAG
62
Private Advisory Group
Washington
$1.14M 12,035 +2,940 +32%
PAG
63
Private Advisor Group
New Jersey
$1.09M 11,551 -2,580 -18%
WI
64
Wintrust Investments
Illinois
$1.08M 11,412 -225 -2%
Qube Research & Technologies (QRT)
65
Qube Research & Technologies (QRT)
United Kingdom
$1.04M 10,964 +6,579 +150%
AWM
66
AE Wealth Management
Kansas
$1M 10,596 -676,514 -98%
BRWM
67
B. Riley Wealth Management
Tennessee
$966K 10,216 -244 -2%
CA
68
Cetera Advisors
Colorado
$963K 10,185 -749 -7%
CWM
69
Collaborative Wealth Management
Florida
$947K 10,023 +10,023 New
SPIA
70
Steward Partners Investment Advisory
New York
$941K 9,957 – –
TRCT
71
Tower Research Capital (TRC)
New York
$927K 9,806 +9,806 New
Cetera Investment Advisers
72
Cetera Investment Advisers
Illinois
$915K 9,682 -417 -4%
KFGK
73
Keystone Financial Group (Kentucky)
Kentucky
$871K 9,218 -260 -3%
CRI
74
Colonial River Investments
Virginia
$819K 8,666 +8,666 New
SWP
75
Stratos Wealth Partners
Ohio
$714K 7,552 +541 +8%
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3
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