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Invesco Dorsey Wright Momentum ETF
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Overview Fund Activity

199 hedge funds and large institutions have $1.08B invested in Invesco Dorsey Wright Momentum ETF in 2021 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 41 increasing their positions, 74 reducing their positions, and 17 closing their positions.

Holders
199
Holders Change
+16
Holders Change %
+8.74%
% of All Funds
3.07%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
34
Increased
41
Reduced
74
Closed
17
Calls
$963K
Puts
–
Net Calls
+$963K
Net Calls Change
+$415K

Top Buyers

1
GA
1
Gateway Advisory
New Jersey
$95.8M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$23.7M
3
Rockefeller Capital Management
3
Rockefeller Capital Management
New York
$6.71M
4
MAP
4
Milestone Advisory Partners
North Carolina
$7.56M
5
RJA
5
Raymond James & Associates
Florida
$68.6M

Top Sellers

1
Citigroup
1
Citigroup
New York
$218K
2
AWM
2
AE Wealth Management
Kansas
$1M
3
AWM
3
Affinity Wealth Management
Delaware
$0
4
Truist Financial
4
Truist Financial
North Carolina
$8.5M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$5.85M
Name Market Value Shares Shares
Change 		Shares
Change %
FTUS
76
Flow Traders U.S.
New York
$703K 7,435 +7,435 New
Koshinski Asset Management
77
Koshinski Asset Management
Illinois
$695K 7,358 – –
Creative Planning
78
Creative Planning
Kansas
$693K 7,334 +762 +12%
AF
79
Advisornet Financial
Minnesota
$674K 7,126 – –
TA
80
TKG Advisors
Indiana
$673K 7,116 +7,116 New
Goldman Sachs
81
Goldman Sachs
New York
$659K 6,969 +6,969 New
EBA
82
Eagle Bay Advisors
New York
$641K 6,781 +755 +13%
VWM
83
Vigilare Wealth Management
Arizona
$640K 6,773 -3,777 -36%
NL
84
NWAM LLC
Washington
$609K 6,440 +150 +2%
UCFA
85
United Capital Financial Advisors
Texas
$603K 6,380 +6,380 New
Northern Trust
86
Northern Trust
Illinois
$577K 6,103 -160 -3%
OIA
87
OneDigital Investment Advisors
Kansas
$574K 6,071 -517 -8%
HighTower Advisors
88
HighTower Advisors
Illinois
$570K 6,024 -657 -10%
AAS
89
Avantax Advisory Services
Texas
$558K 5,907 -372 -6%
Fidelity Investments
90
Fidelity Investments
Massachusetts
$555K 5,868 -758 -11%
WCM
91
WealthBridge Capital Management
Ohio
$554K 5,863 -4,197 -42%
AWA
92
Arkadios Wealth Advisors
Georgia
$548K 5,798 -204 -3%
CS
93
Comerica Securities
Michigan
$540K 5,716 -1,084 -16%
BAAM
94
Baker Avenue Asset Management
California
$516K 5,457 – –
EWM
95
EPG Wealth Management
Georgia
$512K 5,415 +500 +10%
BAM
96
Belpointe Asset Management
Nevada
$502K 5,315 – –
Carson Wealth (CWM LLC)
97
Carson Wealth (CWM LLC)
Nebraska
$490K 5,182 +5,182 New
CIBC World Market
98
CIBC World Market
Ontario, Canada
$482K 5,096 +1,046 +26%
AA
99
Advisory Alpha
Michigan
$474K 5,015 +1,561 +45%
WA
100
Waverly Advisors
Alabama
$471K 5,885 – –
2 3
4
5 6