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Invesco Dorsey Wright Momentum ETF
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Overview Fund Activity

156 hedge funds and large institutions have $765M invested in Invesco Dorsey Wright Momentum ETF in 2020 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 35 increasing their positions, 62 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
156
Holders Change
–
Holders Change %
0%
% of All Funds
3.21%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.1%
New
20
Increased
35
Reduced
62
Closed
18
Calls
$2.38M
Puts
$404K
Net Calls
+$1.98M
Net Calls Change
+$4.28M

Top Buyers

1
GA
1
Gateway Advisory
New Jersey
$29.4M
2
Morgan Stanley
2
Morgan Stanley
New York
$101M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$31.6M
4
FTUS
4
Flow Traders U.S.
New York
$5M
5
LPL Financial
5
LPL Financial
California
$29M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$85.9M
2
RJA
2
Raymond James & Associates
Florida
$49.3M
3
UBS Group
3
UBS Group
Switzerland
$38M
4
Baird Financial Group
4
Baird Financial Group
Wisconsin
$1.53M
5
SFI
5
SPC Financial Inc
Maryland
$18.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWP
76
Stratos Wealth Partners
Ohio
$567K +$171K +2,535 +43%
Creative Planning
77
Creative Planning
Kansas
$564K +$22.8K +339 +4%
BF
78
BOK Financial
Oklahoma
$562K – – –
BFEC
79
Benjamin F. Edwards & Company
Missouri
$518K -$30.9K -458 -6%
EWM
80
EPG Wealth Management
Georgia
$502K -$67.5K -1,002 -12%
OIA
81
OneDigital Investment Advisors
Kansas
$500K -$60.1K -892 -11%
CIAS
82
Capital Investment Advisory Services
North Carolina
$500K -$8.42K -125 -2%
SPIA
83
Steward Partners Investment Advisory
New York
$500K – – –
NL
84
NWAM LLC
Washington
$483K +$10.9K +162 +2%
Fidelity Investments
85
Fidelity Investments
Massachusetts
$480K +$84.2K +1,250 +21%
Citigroup
86
Citigroup
New York
$476K +$8.08K +120 +2%
CRWM
87
Castle Rock Wealth Management
California
$473K -$7.46K -100 -2%
FFN
88
Focus Financial Network
Minnesota
$470K -$1.82K -27 -0.4%
ACI
89
Alpha Cubed Investments
California
$460K – – –
AAS
90
Avantax Advisory Services
Texas
$454K -$5.91K -88 -1%
BAAM
91
Baker Avenue Asset Management
California
$444K -$4.78K -71 -1%
WA
92
Waverly Advisors
Alabama
$440K – – –
IA
93
IFP Advisors
Florida
$414K -$252K -3,800 -38%
AW
94
ACG Wealth
Georgia
$403K -$507K -7,520 -56%
S
95
Surevest
California
$401K +$67 +1 +0%
AWM
96
AE Wealth Management
Kansas
$377K -$4.7M -69,823 -93%
Carson Wealth (CWM LLC)
97
Carson Wealth (CWM LLC)
Nebraska
$373K – – –
TCWM
98
Total Clarity Wealth Management
Illinois
$344K -$16.8K -250 -5%
PSF
99
Pacific Sun Financial
California
$342K – – –
MC
100
Moors & Cabot
Massachusetts
$340K +$340K +5,041 New
2 3
4
5 6