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Invesco Dorsey Wright Momentum ETF
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Overview Fund Activity

185 hedge funds and large institutions have $974M invested in Invesco Dorsey Wright Momentum ETF in 2021 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 36 increasing their positions, 74 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
185
Holders Change
-3
Holders Change %
-1.6%
% of All Funds
3.23%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.1%
New
14
Increased
36
Reduced
74
Closed
13
Calls
$708K
Puts
–
Net Calls
+$708K
Net Calls Change
-$246K

Top Buyers

1
GA
1
Gateway Advisory
New Jersey
$56.1M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$6.97M
3
FTUS
3
Flow Traders U.S.
New York
$3.28M
4
EE
4
EWG Elevate
California
$1.53M
5
OMC
5
Old Mission Capital
Illinois
$1.15M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$101M
2
FIM
2
Freedom Investment Management
Connecticut
$0
3
Wells Fargo
3
Wells Fargo
California
$93.6M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$35.4M
5
LPL Financial
5
LPL Financial
California
$34.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
101
AE Wealth Management
Kansas
$433K -$14.4K -161 -3%
CRWM
102
Castle Rock Wealth Management
California
$421K -$37.2K -400 -8%
TWM
103
Trinity Wealth Management
Pennsylvania
$411K – – –
SAM
104
Strategy Asset Managers
California
$411K – – –
Fidelity Investments
105
Fidelity Investments
Massachusetts
$404K -$16.9K -189 -4%
KWM
106
Kingsview Wealth Management
Oregon
$397K -$90 -1 -0%
OPA
107
Old Port Advisors
Maine
$396K -$6.87K -77 -2%
PWP
108
Principle Wealth Partners
Connecticut
$394K – – –
IC
109
Inscription Capital
Texas
$394K +$394K +4,395 New
PNC Financial Services Group
110
PNC Financial Services Group
Pennsylvania
$380K -$38K -423 -9%
Carson Wealth (CWM LLC)
111
Carson Wealth (CWM LLC)
Nebraska
$373K – – –
AFWM
112
AMJ Financial Wealth Management
Virginia
$362K -$266K -2,968 -42%
EWP
113
Engrave Wealth Partners
Texas
$362K -$9.94K -111 -3%
Citadel Advisors
114
Citadel Advisors
Florida
$353K -$330K -3,680 -48%
ACI
115
Alpha Cubed Investments
California
$351K -$116K -1,300 -25%
MWM
116
MinichMacGregor Wealth Management
New York
$342K -$16.4K -183 -5%
SL
117
Salomon & Ludwin
Virginia
$340K – – –
FCCM
118
First City Capital Management
Georgia
$332K – – –
SG
119
StoneX Group
New York
$323K +$48.7K +544 +18%
PWM
120
Perigon Wealth Management
California
$314K -$98.7K -1,100 -24%
FNBT
121
FineMark National Bank & Trust
Florida
$294K – – –
MC
122
Moors & Cabot
Massachusetts
$284K +$30.9K +345 +12%
WS
123
Wedbush Securities
California
$269K – – –
SWM
124
Spire Wealth Management
Virginia
$266K -$74.5K -831 -22%
EH
125
Equitable Holdings
New York
$266K +$266K +2,972 New
3 4
5
6 7