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Invesco Dorsey Wright Momentum ETF
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Overview Fund Activity

156 hedge funds and large institutions have $643M invested in Invesco Dorsey Wright Momentum ETF in 2020 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 38 increasing their positions, 71 reducing their positions, and 29 closing their positions.

Holders
156
Holders Change
-18
Holders Change %
-10.34%
% of All Funds
3.45%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.13%
New
15
Increased
38
Reduced
71
Closed
29
Calls
$766K
Puts
$3.07M
Net Calls
-$2.3M
Net Calls Change
-$2.83M

Top Buyers

1
EC
1
Estate Counselors
Wisconsin
$8.5M
2
SS
2
Simplicity Solutions
Minnesota
$4.01M
3
AWM
3
AE Wealth Management
Kansas
$4.07M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$3.51M
5
Citadel Advisors
5
Citadel Advisors
Florida
$2.73M

Top Sellers

1
GA
1
Gateway Advisory
New Jersey
$0
2
NC
2
NewSquare Capital
Pennsylvania
$8.18M
3
PFS
3
Prospera Financial Services
Texas
$15.5M
4
Morgan Stanley
4
Morgan Stanley
New York
$74.1M
5
Bank of America
5
Bank of America
North Carolina
$29.7M
Name Market Value Shares Shares
Change 		Shares
Change %
WI
76
Wintrust Investments
Illinois
$487K 9,030 -91 -1%
GFPC
77
Global Financial Private Client
Florida
$460K 8,911 -997 -10%
EWM
78
EPG Wealth Management
Georgia
$456K 8,458 +8,458 New
BF
79
BOK Financial
Oklahoma
$450K 8,345 -1,724 -17%
OIA
80
OneDigital Investment Advisors
Kansas
$449K 8,313 -3,698 -31%
BFEC
81
Benjamin F. Edwards & Company
Missouri
$439K 8,143 +1 +0%
Creative Planning
82
Creative Planning
Kansas
$434K 8,034 +96 +1%
LNC
83
Lincoln National Corp
Pennsylvania
$431K 7,976 +3,039 +62%
CIBC World Market
84
CIBC World Market
Ontario, Canada
$419K 7,762 -2,177 -22%
CIAS
85
Capital Investment Advisory Services
North Carolina
$407K 7,550 -425 -5%
SPIA
86
Steward Partners Investment Advisory
New York
$400K 7,423 +1,500 +25%
CRWM
87
Castle Rock Wealth Management
California
$398K 6,440 – –
CWM
88
Concentrum Wealth Management
California
$388K 7,198 -250 -3%
FA
89
Fortis Advisors
Pennsylvania
$388K 7,196 +63 +0.9%
TWM
90
Trinity Wealth Management
Pennsylvania
$382K 7,085 -24 -0.3%
FFN
91
Focus Financial Network
Minnesota
$378K 7,001 -301 -4%
Citigroup
92
Citigroup
New York
$375K 6,950 -2,807 -29%
Carson Wealth (CWM LLC)
93
Carson Wealth (CWM LLC)
Nebraska
$373K 4,161 – –
ACI
94
Alpha Cubed Investments
California
$369K 6,830 – –
AAS
95
Avantax Advisory Services
Texas
$369K 6,851 +271 +4%
BAAM
96
Baker Avenue Asset Management
California
$359K 6,670 – –
UCFA
97
United Capital Financial Advisors
Texas
$338K 6,273 -972 -13%
SL
98
Salomon & Ludwin
Virginia
$331K 6,127 -1,453 -19%
S
99
Surevest
California
$321K 5,954 -6,539 -52%
SWP
100
Stratos Wealth Partners
Ohio
$318K 5,889 -537 -8%
2 3
4
5 6