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Invesco Dorsey Wright Momentum ETF
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Overview Fund Activity

188 hedge funds and large institutions have $994M invested in Invesco Dorsey Wright Momentum ETF in 2021 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 41 increasing their positions, 81 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
188
Holders Change
+5
Holders Change %
+2.73%
% of All Funds
3.31%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
22
Increased
41
Reduced
81
Closed
17
Calls
$954K
Puts
–
Net Calls
+$954K
Net Calls Change
-$1.29M

Top Buyers

1
FIM
1
Freedom Investment Management
Connecticut
$10.6M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$9.74M
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$6.17M
4
Ameriprise
4
Ameriprise
Minnesota
$16.8M
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$2.39M

Top Sellers

1
Citigroup
1
Citigroup
New York
$619K
2
GA
2
Gateway Advisory
New Jersey
$49.9M
3
TC
3
Trilogy Capital
California
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$111M
5
Wells Fargo
5
Wells Fargo
California
$96.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
76
Cetera Advisors
Colorado
$870K +$18.7K +220 +2%
BFEC
77
Benjamin F. Edwards & Company
Missouri
$821K -$45.7K -537 -5%
VWM
78
Vigilare Wealth Management
Arizona
$804K -$45.9K -539 -5%
CWM
79
Collaborative Wealth Management
Florida
$778K +$778K +9,608 New
BF
80
BOK Financial
Oklahoma
$708K -$3.07K -36 -0.4%
AF
81
Advisornet Financial
Minnesota
$693K -$101K -1,183 -13%
Citadel Advisors
82
Citadel Advisors
Florida
$649K -$2.16M -25,300 -77%
Creative Planning
83
Creative Planning
Kansas
$637K -$352K -4,134 -36%
Koshinski Asset Management
84
Koshinski Asset Management
Illinois
$635K -$246K -2,885 -28%
CIAS
85
Capital Investment Advisory Services
North Carolina
$628K +$3.32K +39 +0.5%
Citigroup
86
Citigroup
New York
$619K -$353M -4,139,505 -100%
CS
87
Comerica Securities
Michigan
$618K -$365K -4,292 -37%
AFWM
88
AMJ Financial Wealth Management
Virginia
$596K -$2.2M -25,852 -79%
OIA
89
OneDigital Investment Advisors
Kansas
$583K -$1.87K -22 -0.3%
WEPOG
90
Wealth Enhancement & Preservation of GA
Georgia
$576K +$225K +2,569 +64%
SWP
91
Stratos Wealth Partners
Ohio
$568K -$76.2K -896 -12%
AAS
92
Avantax Advisory Services
Texas
$545K -$20.2K -238 -4%
IA
93
Insight Advisors
Pennsylvania
$532K +$532K +6,080 New
IP
94
Investment Partners
Ohio
$526K -$182K -2,135 -26%
NL
95
NWAM LLC
Washington
$521K +$27.3K +320 +6%
IA
96
IFP Advisors
Florida
$515K -$15.8K -186 -3%
WA
97
Waverly Advisors
Alabama
$496K – – –
CIBC World Market
98
CIBC World Market
Ontario, Canada
$474K -$237K -2,783 -33%
EWM
99
EPG Wealth Management
Georgia
$470K – – –
BAAM
100
Baker Avenue Asset Management
California
$464K -$79.1K -930 -15%
2 3
4
5 6