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Invesco Dorsey Wright Momentum ETF
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Overview Fund Activity

156 hedge funds and large institutions have $643M invested in Invesco Dorsey Wright Momentum ETF in 2020 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 38 increasing their positions, 71 reducing their positions, and 29 closing their positions.

Holders
156
Holders Change
-18
Holders Change %
-10.34%
% of All Funds
3.45%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.13%
New
15
Increased
38
Reduced
71
Closed
29
Calls
$766K
Puts
$3.07M
Net Calls
-$2.3M
Net Calls Change
-$2.83M

Top Buyers

1
EC
1
Estate Counselors
Wisconsin
$8.5M
2
SS
2
Simplicity Solutions
Minnesota
$4.01M
3
AWM
3
AE Wealth Management
Kansas
$4.07M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$3.51M
5
Citadel Advisors
5
Citadel Advisors
Florida
$2.73M

Top Sellers

1
GA
1
Gateway Advisory
New Jersey
$0
2
NC
2
NewSquare Capital
Pennsylvania
$8.18M
3
PFS
3
Prospera Financial Services
Texas
$15.5M
4
Morgan Stanley
4
Morgan Stanley
New York
$74.1M
5
Bank of America
5
Bank of America
North Carolina
$29.7M
Name Market Value Shares Shares
Change 		Shares
Change %
WA
101
Waverly Advisors
Alabama
$318K 5,885 – –
Fidelity Investments
102
Fidelity Investments
Massachusetts
$317K 5,872 +601 +11%
TCWM
103
Total Clarity Wealth Management
Illinois
$289K 5,355 – –
PSF
104
Pacific Sun Financial
California
$274K 5,082 +370 +8%
PWM
105
Perigon Wealth Management
California
$270K 4,722 – –
PNC Financial Services Group
106
PNC Financial Services Group
Pennsylvania
$269K 4,974 -399 -7%
RA
107
RFG Advisory
Alabama
$268K 4,972 -126 -2%
OPA
108
Old Port Advisors
Maine
$260K 4,813 +4,813 New
WWM
109
Western Wealth Management
Colorado
$258K 4,796 -6,868 -59%
KWM
110
Kingsview Wealth Management
Oregon
$239K 4,420 +1,140 +35%
PWP
111
Principle Wealth Partners
Connecticut
$237K 4,395 – –
WC
112
Waterloo Capital
Texas
$227K 4,203 +4,203 New
EWP
113
Engrave Wealth Partners
Texas
$224K 4,152 – –
MFG
114
Magnus Financial Group
New York
$216K 4,004 – –
FNBT
115
FineMark National Bank & Trust
Florida
$204K 3,778 – –
CFB
116
Cullen/Frost Bankers
Texas
$160K 2,970 -127 -4%
Northwestern Mutual Wealth Management
117
Northwestern Mutual Wealth Management
Wisconsin
$150K 2,787 -777 -22%
NFG
118
Next Financial Group
Texas
$147K 2,728 -751 -22%
ASN
119
Advisory Services Network
Georgia
$145K 2,695 +510 +23%
AWA
120
Arkadios Wealth Advisors
Georgia
$136K 2,525 -248 -9%
CAN
121
Claraphi Advisory Network
United States
$98K 1,810 -4,594 -72%
PFBT
122
Parkside Financial Bank & Trust
Missouri
$89K 1,648 – –
LFG
123
LifePlan Financial Group
Ohio
$87K 1,615 – –
US Bancorp
124
US Bancorp
Minnesota
$76K 1,419 -3 -0.2%
SF
125
Synovus Financial
Georgia
$70K 1,289 +1,289 New
3 4
5
6 7