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Invesco Dorsey Wright Momentum ETF
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Overview Fund Activity

183 hedge funds and large institutions have $1.53B invested in Invesco Dorsey Wright Momentum ETF in 2020 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 41 increasing their positions, 61 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
183
Holders Change
+24
Holders Change %
+15.09%
% of All Funds
3.25%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.14%
New
37
Increased
41
Reduced
61
Closed
9
Calls
$2.25M
Puts
–
Net Calls
+$2.25M
Net Calls Change
+$648K

Top Buyers

1
GA
Gateway Advisory
New Jersey
$103M
2
PFS
Prospera Financial Services
Texas
$40M
3
Goldman Sachs
Goldman Sachs
New York
$13.2M
4
LPL Financial
LPL Financial
California
$43.6M
5
Morgan Stanley
Morgan Stanley
New York
$135M

Top Sellers

1
Citigroup
Citigroup
New York
$364M
2
SS
Simplicity Solutions
Minnesota
$10.2M
3
AWM
AE Wealth Management
Kansas
$11.5M
4
PAG
Private Advisory Group
Washington
$3.33M
5
NC
NewSquare Capital
Pennsylvania
$34.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
KFGK
76
Keystone Financial Group (Kentucky)
Kentucky
$918K -$68.9K -785 -7%
Koshinski Asset Management
77
Koshinski Asset Management
Illinois
$908K -$228K -2,600 -20%
BFEC
78
Benjamin F. Edwards & Company
Missouri
$894K -$14.4K -164 -2%
AIP
79
Almanack Investment Partners
Pennsylvania
$885K +$152K +1,729 +21%
CA
80
Cetera Advisors
Colorado
$878K -$143K -1,624 -14%
VWM
81
Vigilare Wealth Management
Arizona
$876K -$7.55K -86 -0.9%
CA
82
Calton & Associates
Florida
$867K +$54.6K +622 +7%
Susquehanna International Group
83
Susquehanna International Group
Pennsylvania
$838K -$1.2M -13,673 -59%
AF
84
Advisornet Financial
Minnesota
$818K -$10.1K -115 -1%
BAM
85
Belpointe Asset Management
Nevada
$760K +$760K +8,660 New
CIBC World Market
86
CIBC World Market
Ontario, Canada
$733K +$220K +2,508 +43%
BF
87
BOK Financial
Oklahoma
$732K – – –
IP
88
Investment Partners
Ohio
$729K -$54.8K -625 -7%
AWA
89
Arkadios Wealth Advisors
Georgia
$705K +$484K +5,516 +218%
SWP
90
Stratos Wealth Partners
Ohio
$664K +$55.7K +635 +9%
CIAS
91
Capital Investment Advisory Services
North Carolina
$644K – – –
SPIA
92
Steward Partners Investment Advisory
New York
$642K -$35.1K -400 -5%
FFN
93
Focus Financial Network
Minnesota
$631K +$6.93K +79 +1%
ACI
94
Alpha Cubed Investments
California
$620K – – –
OIA
95
OneDigital Investment Advisors
Kansas
$603K -$50.6K -576 -8%
AAS
96
Avantax Advisory Services
Texas
$583K -$204K -2,331 -26%
BAAM
97
Baker Avenue Asset Management
California
$560K -$8.77K -100 -2%
IA
98
IFP Advisors
Florida
$548K – – –
WA
99
Waverly Advisors
Alabama
$544K – – –
NL
100
NWAM LLC
Washington
$509K +$509K +5,795 New
2 3
4
5 6