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Invesco Dorsey Wright Momentum ETF
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Overview Fund Activity

183 hedge funds and large institutions have $1.53B invested in Invesco Dorsey Wright Momentum ETF in 2020 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 41 increasing their positions, 61 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
183
Holders Change
+24
Holders Change %
+15.09%
% of All Funds
3.25%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.14%
New
37
Increased
41
Reduced
61
Closed
9
Calls
$2.25M
Puts
–
Net Calls
+$2.25M
Net Calls Change
+$648K

Top Buyers

1
GA
Gateway Advisory
New Jersey
$103M
2
PFS
Prospera Financial Services
Texas
$40M
3
Goldman Sachs
Goldman Sachs
New York
$13.2M
4
LPL Financial
LPL Financial
California
$43.6M
5
Morgan Stanley
Morgan Stanley
New York
$135M

Top Sellers

1
Citigroup
Citigroup
New York
$364M
2
SS
Simplicity Solutions
Minnesota
$10.2M
3
AWM
AE Wealth Management
Kansas
$11.5M
4
PAG
Private Advisory Group
Washington
$3.33M
5
NC
NewSquare Capital
Pennsylvania
$34.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWM
101
EPG Wealth Management
Georgia
$484K -$88.2K -1,005 -15%
DWP
102
Destiny Wealth Partners
Florida
$467K +$467K +5,322 New
SPC
103
Sigma Planning Corp
Michigan
$457K -$120K -1,365 -21%
Fidelity Investments
104
Fidelity Investments
Massachusetts
$457K -$108K -1,227 -19%
CRWM
105
Castle Rock Wealth Management
California
$451K +$451K +4,970 New
SLWS
106
Swaine & Leidel Wealth Services
Florida
$440K +$19.1K +217 +5%
PWM
107
Perigon Wealth Management
California
$414K – – –
PNC Financial Services Group
108
PNC Financial Services Group
Pennsylvania
$411K -$24.7K -282 -6%
SL
109
Salomon & Ludwin
Virginia
$410K +$7.91K +90 +2%
TWM
110
Trinity Wealth Management
Pennsylvania
$395K +$395K +4,497 New
OPA
111
Old Port Advisors
Maine
$390K – – –
KWM
112
Kingsview Wealth Management
Oregon
$388K – – –
PWP
113
Principle Wealth Partners
Connecticut
$386K – – –
SAM
114
Strategy Asset Managers
California
$385K -$52.5K -598 -12%
S
115
Surevest
California
$379K – – –
RA
116
RFG Advisory
Alabama
$377K – – –
Carson Wealth (CWM LLC)
117
Carson Wealth (CWM LLC)
Nebraska
$373K – – –
AW
118
ACG Wealth
Georgia
$372K -$153K -1,746 -29%
EWP
119
Engrave Wealth Partners
Texas
$372K – – –
WEPOG
120
Wealth Enhancement & Preservation of GA
Georgia
$352K +$352K +4,017 New
MFG
121
Magnus Financial Group
New York
$351K – – –
DAS
122
Dynamic Advisor Solutions
Arizona
$338K +$338K +3,855 New
FCCM
123
First City Capital Management
Georgia
$336K -$197K -2,130 -37%
ASN
124
Advisory Services Network
Georgia
$334K -$88 -1 -0%
FTUS
125
Flow Traders U.S.
New York
$313K +$313K +3,571 New
3 4
5
6 7