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Invesco Dorsey Wright Momentum ETF
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Overview Fund Activity

183 hedge funds and large institutions have $1.61B invested in Invesco Dorsey Wright Momentum ETF in 2021 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 40 increasing their positions, 66 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
183
Holders Change
-2
Holders Change %
-1.08%
% of All Funds
3.21%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.14%
New
19
Increased
40
Reduced
66
Closed
18
Calls
$798K
Puts
$250K
Net Calls
+$548K
Net Calls Change
-$160K

Top Buyers

1
Citigroup
1
Citigroup
New York
$576M
2
AWM
2
AE Wealth Management
Kansas
$61.5M
3
FIM
3
Freedom Investment Management
Connecticut
$21.8M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$11.8M
5
EC
5
Estate Counselors
Wisconsin
$17.7M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$0
2
Wells Fargo
2
Wells Fargo
California
$86.7M
3
FTUS
3
Flow Traders U.S.
New York
$0
4
Bank of America
4
Bank of America
North Carolina
$45.8M
5
SI
5
Stephens Inc
Arkansas
$3.72M
Name Holding Trade Value Shares
Change 		Shares
Change %
WEPOG
76
Wealth Enhancement & Preservation of GA
Georgia
$644K +$52.3K +585 +9%
AF
77
Advisornet Financial
Minnesota
$637K -$19.8K -222 -3%
SWP
78
Stratos Wealth Partners
Ohio
$627K -$1.97K -22 -0.3%
CS
79
Comerica Securities
Michigan
$608K -$8.49K -95 -1%
HighTower Advisors
80
HighTower Advisors
Illinois
$594K +$5.96K +67 +1%
Fidelity Investments
81
Fidelity Investments
Massachusetts
$593K +$190K +2,120 +47%
OIA
82
OneDigital Investment Advisors
Kansas
$589K -$23.3K -261 -4%
Creative Planning
83
Creative Planning
Kansas
$588K -$32.7K -365 -5%
WA
84
Waverly Advisors
Alabama
$583K – – –
NL
85
NWAM LLC
Washington
$563K – – –
Northern Trust
86
Northern Trust
Illinois
$560K -$67.1K -750 -11%
AAS
87
Avantax Advisory Services
Texas
$560K – – –
IA
88
IFP Advisors
Florida
$543K – – –
EBA
89
Eagle Bay Advisors
New York
$539K -$133K -1,490 -20%
AWA
90
Arkadios Wealth Advisors
Georgia
$537K -$535K -5,976 -50%
DWMG
91
DB Wealth Management Group
California
$521K – – –
SWM
92
Selective Wealth Management
Virginia
$492K +$465K +5,200 +1,745%
BAAM
93
Baker Avenue Asset Management
California
$488K – – –
BAM
94
Belpointe Asset Management
Nevada
$475K – – –
EW
95
Element Wealth
Mississippi
$471K – – –
CRWM
96
Castle Rock Wealth Management
California
$455K -$2.02K -20 -0.4%
SPC
97
Sigma Planning Corp
Michigan
$446K -$16.2K -181 -4%
EWM
98
EPG Wealth Management
Georgia
$440K -$53.7K -600 -11%
TWM
99
Trinity Wealth Management
Pennsylvania
$402K -$7.51K -84 -2%
SAM
100
Strategy Asset Managers
California
$399K -$11.2K -125 -3%
2 3
4
5 6