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Invesco Dorsey Wright Momentum ETF

159 hedge funds and large institutions have $1.27B invested in Invesco Dorsey Wright Momentum ETF in 2020 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 39 increasing their positions, 58 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
159
Holders Change
+3
Holders Change %
+1.92%
% of All Funds
3.22%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
16
Increased
39
Reduced
58
Closed
12
Calls
$1.6M
Puts
Net Calls
+$1.6M
Net Calls Change
-$382K
Name Holding Trade Value Shares
Change
Shares
Change %
AAS
76
Avantax Advisory Services
Texas
$687K +$169K +2,215 +33%
IP
77
Investment Partners
Ohio
$683K
AIP
78
Almanack Investment Partners
Pennsylvania
$664K +$664K +8,355 New
BF
79
BOK Financial
Oklahoma
$638K
WI
80
Wintrust Investments
Illinois
$625K -$26.5K -347 -4%
SPIA
81
Steward Partners Investment Advisory
New York
$590K +$22.2K +290 +4%
OIA
82
OneDigital Investment Advisors
Kansas
$569K +$1.99K +26 +0.4%
CIAS
83
Capital Investment Advisory Services
North Carolina
$561K -$6.73K -88 -1%
FFN
84
Focus Financial Network
Minnesota
$543K +$10.2K +133 +2%
ACI
85
Alpha Cubed Investments
California
$541K +$18.4K +240 +4%
SWP
86
Stratos Wealth Partners
Ohio
$530K -$114K -1,488 -18%
SPC
87
Sigma Planning Corp
Michigan
$502K -$1.6M -20,976 -76%
EWM
88
EPG Wealth Management
Georgia
$498K -$71.5K -936 -13%
BAAM
89
Baker Avenue Asset Management
California
$495K -$8.55K -112 -2%
Fidelity Investments
90
Fidelity Investments
Massachusetts
$492K -$52.8K -690 -10%
IA
91
IFP Advisors
Florida
$477K -$1.07K -14 -0.2%
FCCM
92
First City Capital Management
Georgia
$467K +$173K +2,130 +59%
AW
93
ACG Wealth
Georgia
$457K
CIBC World Market
94
CIBC World Market
Ontario, Canada
$447K -$224K -2,932 -33%
WA
95
Waverly Advisors
Alabama
$444K
PSF
96
Pacific Sun Financial
California
$389K
SAM
97
Strategy Asset Managers
California
$381K +$38.2K +500 +11%
PNC Financial Services Group
98
PNC Financial Services Group
Pennsylvania
$380K
Carson Wealth (CWM LLC)
99
Carson Wealth (CWM LLC)
Nebraska
$373K
SLWS
100
Swaine & Leidel Wealth Services
Florida
$366K +$71.9K +942 +24%