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Invesco Dorsey Wright Momentum ETF
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Overview Fund Activity

156 hedge funds and large institutions have $765M invested in Invesco Dorsey Wright Momentum ETF in 2020 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 35 increasing their positions, 62 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
156
Holders Change
–
Holders Change %
0%
% of All Funds
3.21%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.1%
New
20
Increased
35
Reduced
62
Closed
18
Calls
$2.38M
Puts
$404K
Net Calls
+$1.98M
Net Calls Change
+$4.28M

Top Buyers

1
GA
1
Gateway Advisory
New Jersey
$29.4M
2
Morgan Stanley
2
Morgan Stanley
New York
$101M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$31.6M
4
FTUS
4
Flow Traders U.S.
New York
$5M
5
LPL Financial
5
LPL Financial
California
$29M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$85.9M
2
RJA
2
Raymond James & Associates
Florida
$49.3M
3
UBS Group
3
UBS Group
Switzerland
$38M
4
Baird Financial Group
4
Baird Financial Group
Wisconsin
$1.53M
5
SFI
5
SPC Financial Inc
Maryland
$18.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
PNC Financial Services Group
101
PNC Financial Services Group
Pennsylvania
$335K +$67 +1 +0%
OPA
102
Old Port Advisors
Maine
$324K – – –
GCMG
103
Gyroscope Capital Management Group
Florida
$323K +$323K +4,791 New
PWM
104
Perigon Wealth Management
California
$318K – – –
SS
105
Simplicity Solutions
Minnesota
$314K -$4.69M -69,661 -94%
SL
106
Salomon & Ludwin
Virginia
$308K -$104K -1,550 -25%
TWM
107
Trinity Wealth Management
Pennsylvania
$305K -$172K -2,559 -36%
SAM
108
Strategy Asset Managers
California
$303K +$303K +4,485 New
KWM
109
Kingsview Wealth Management
Oregon
$298K – – –
PWP
110
Principle Wealth Partners
Connecticut
$296K – – –
RA
111
RFG Advisory
Alabama
$281K -$53.5K -795 -16%
EWP
112
Engrave Wealth Partners
Texas
$279K – – –
MFG
113
Magnus Financial Group
New York
$270K – – –
WWM
114
Western Wealth Management
Colorado
$261K -$62.5K -926 -19%
SLWS
115
Swaine & Leidel Wealth Services
Florida
$259K +$259K +3,851 New
FCCM
116
First City Capital Management
Georgia
$245K +$245K +3,635 New
MWM
117
MinichMacGregor Wealth Management
New York
$235K +$235K +3,500 New
Northwestern Mutual Wealth Management
118
Northwestern Mutual Wealth Management
Wisconsin
$229K +$41K +607 +22%
FNBT
119
FineMark National Bank & Trust
Florida
$221K -$33.7K -500 -13%
WANY
120
Wealthspire Advisors (New York)
New York
$209K +$209K +3,106 New
SG
121
StoneX Group
New York
$202K +$202K +2,999 New
WS
122
Wedbush Securities
California
$202K +$202K +3,000 New
CFB
123
Cullen/Frost Bankers
Texas
$200K – – –
FA
124
Fortis Advisors
Pennsylvania
$178K -$308K -4,558 -63%
AWA
125
Arkadios Wealth Advisors
Georgia
$175K – – –
3 4
5
6 7