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Invesco Dorsey Wright Momentum ETF
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Overview Fund Activity

185 hedge funds and large institutions have $974M invested in Invesco Dorsey Wright Momentum ETF in 2021 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 36 increasing their positions, 74 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
185
Holders Change
-3
Holders Change %
-1.6%
% of All Funds
3.23%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.1%
New
14
Increased
36
Reduced
74
Closed
13
Calls
$708K
Puts
–
Net Calls
+$708K
Net Calls Change
-$246K

Top Buyers

1
GA
1
Gateway Advisory
New Jersey
$56.1M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$6.97M
3
FTUS
3
Flow Traders U.S.
New York
$3.28M
4
EE
4
EWG Elevate
California
$1.53M
5
OMC
5
Old Mission Capital
Illinois
$1.15M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$101M
2
FIM
2
Freedom Investment Management
Connecticut
$0
3
Wells Fargo
3
Wells Fargo
California
$93.6M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$35.4M
5
LPL Financial
5
LPL Financial
California
$34.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWP
76
Stratos Wealth Partners
Ohio
$630K +$32.1K +358 +5%
Northern Trust
77
Northern Trust
Illinois
$629K +$629K +7,013 New
Creative Planning
78
Creative Planning
Kansas
$622K -$48.9K -545 -7%
CS
79
Comerica Securities
Michigan
$618K -$32.5K -363 -5%
GWM
80
Geneos Wealth Management
Colorado
$616K -$1.07M -11,876 -63%
OIA
81
OneDigital Investment Advisors
Kansas
$614K – – –
HighTower Advisors
82
HighTower Advisors
Illinois
$593K -$594K -6,624 -50%
WEPOG
83
Wealth Enhancement & Preservation of GA
Georgia
$593K +$2.87K +32 +0.5%
NL
84
NWAM LLC
Washington
$564K +$15.7K +175 +3%
AAS
85
Avantax Advisory Services
Texas
$561K -$11.6K -130 -2%
IP
86
Investment Partners
Ohio
$554K – – –
Citigroup
87
Citigroup
New York
$548K -$103K -1,149 -16%
WA
88
Waverly Advisors
Alabama
$545K – – –
IA
89
IFP Advisors
Florida
$543K – – –
DWMG
90
DB Wealth Management Group
California
$522K -$1.03M -11,544 -66%
TRCT
91
Tower Research Capital (TRC)
New York
$505K -$508K -5,668 -50%
EWM
92
EPG Wealth Management
Georgia
$494K – – –
BAAM
93
Baker Avenue Asset Management
California
$489K – – –
CCM
94
Crabel Capital Management
California
$482K +$482K +5,378 New
DWP
95
Destiny Wealth Partners
Florida
$477K – – –
CIBC World Market
96
CIBC World Market
Ontario, Canada
$476K -$23.7K -264 -5%
BAM
97
Belpointe Asset Management
Nevada
$476K – – –
EW
98
Element Wealth
Mississippi
$471K -$11.9K -133 -2%
SPC
99
Sigma Planning Corp
Michigan
$463K -$2.33K -26 -0.5%
Koshinski Asset Management
100
Koshinski Asset Management
Illinois
$457K -$212K -2,364 -32%
2 3
4
5 6