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Invesco Dorsey Wright Momentum ETF
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Overview Fund Activity

188 hedge funds and large institutions have $994M invested in Invesco Dorsey Wright Momentum ETF in 2021 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 41 increasing their positions, 81 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
188
Holders Change
+5
Holders Change %
+2.73%
% of All Funds
3.31%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
22
Increased
41
Reduced
81
Closed
17
Calls
$954K
Puts
–
Net Calls
+$954K
Net Calls Change
-$1.29M

Top Buyers

1
FIM
1
Freedom Investment Management
Connecticut
$10.6M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$9.74M
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$6.17M
4
Ameriprise
4
Ameriprise
Minnesota
$16.8M
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$2.39M

Top Sellers

1
Citigroup
1
Citigroup
New York
$619K
2
GA
2
Gateway Advisory
New Jersey
$49.9M
3
TC
3
Trilogy Capital
California
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$111M
5
Wells Fargo
5
Wells Fargo
California
$96.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
EW
101
Element Wealth
Mississippi
$459K -$1.19M -13,963 -72%
HF
102
HRT Financial
New York
$458K +$458K +5,375 New
DWP
103
Destiny Wealth Partners
Florida
$453K – – –
SLWS
104
Swaine & Leidel Wealth Services
Florida
$453K +$26.5K +311 +6%
BAM
105
Belpointe Asset Management
Nevada
$452K -$284K -3,345 -39%
ACI
106
Alpha Cubed Investments
California
$444K -$157K -1,850 -26%
SPC
107
Sigma Planning Corp
Michigan
$442K -$1.11K -13 -0.2%
CRWM
108
Castle Rock Wealth Management
California
$427K -$3.47K -40 -0.8%
AWM
109
AE Wealth Management
Kansas
$425K -$10.7M -125,772 -96%
Fidelity Investments
110
Fidelity Investments
Massachusetts
$400K -$43.5K -510 -10%
PNC Financial Services Group
111
PNC Financial Services Group
Pennsylvania
$396K -$3.32K -39 -0.8%
PWM
112
Perigon Wealth Management
California
$392K -$10.4K -122 -3%
SAM
113
Strategy Asset Managers
California
$391K +$17.1K +201 +5%
TWM
114
Trinity Wealth Management
Pennsylvania
$390K +$7.24K +85 +2%
OPA
115
Old Port Advisors
Maine
$384K – – –
KWM
116
Kingsview Wealth Management
Oregon
$382K – – –
PWP
117
Principle Wealth Partners
Connecticut
$374K – – –
Carson Wealth (CWM LLC)
118
Carson Wealth (CWM LLC)
Nebraska
$373K – – –
Bank of Montreal
119
Bank of Montreal
Ontario, Canada
$367K -$595K -6,823 -62%
DAS
120
Dynamic Advisor Solutions
Arizona
$360K +$31.8K +373 +10%
EWP
121
Engrave Wealth Partners
Texas
$353K – – –
MWM
122
MinichMacGregor Wealth Management
New York
$340K +$107K +1,256 +46%
SL
123
Salomon & Ludwin
Virginia
$323K -$73.9K -869 -19%
SWM
124
Spire Wealth Management
Virginia
$323K +$323K +3,797 New
ASN
125
Advisory Services Network
Georgia
$316K -$8.08K -95 -2%
3 4
5
6 7