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Invesco Dorsey Wright Momentum ETF
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Overview Fund Activity

183 hedge funds and large institutions have $1.61B invested in Invesco Dorsey Wright Momentum ETF in 2021 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 40 increasing their positions, 66 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
183
Holders Change
-2
Holders Change %
-1.08%
% of All Funds
3.21%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.14%
New
19
Increased
40
Reduced
66
Closed
18
Calls
$798K
Puts
$250K
Net Calls
+$548K
Net Calls Change
-$160K

Top Buyers

1
Citigroup
1
Citigroup
New York
$576M
2
AWM
2
AE Wealth Management
Kansas
$61.5M
3
FIM
3
Freedom Investment Management
Connecticut
$21.8M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$11.8M
5
EC
5
Estate Counselors
Wisconsin
$17.7M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$0
2
Wells Fargo
2
Wells Fargo
California
$86.7M
3
FTUS
3
Flow Traders U.S.
New York
$0
4
Bank of America
4
Bank of America
North Carolina
$45.8M
5
SI
5
Stephens Inc
Arkansas
$3.72M
Name Holding Trade Value Shares
Change 		Shares
Change %
PSF
101
Pacific Sun Financial
California
$399K +$399K +4,462 New
OPA
102
Old Port Advisors
Maine
$395K – – –
KWM
103
Kingsview Wealth Management
Oregon
$395K – – –
PWP
104
Principle Wealth Partners
Connecticut
$393K – – –
Qube Research & Technologies (QRT)
105
Qube Research & Technologies (QRT)
United Kingdom
$392K +$392K +4,385 New
CIBC World Market
106
CIBC World Market
Ontario, Canada
$362K -$112K -1,256 -24%
EWP
107
Engrave Wealth Partners
Texas
$362K – – –
AFWM
108
AMJ Financial Wealth Management
Virginia
$354K -$6.98K -78 -2%
PNC Financial Services Group
109
PNC Financial Services Group
Pennsylvania
$351K -$26.8K -300 -7%
ACI
110
Alpha Cubed Investments
California
$351K – – –
MWM
111
MinichMacGregor Wealth Management
New York
$341K – – –
HI
112
Harbour Investments
Wisconsin
$331K +$188K +2,102 +132%
SG
113
StoneX Group
New York
$322K -$626 -7 -0.2%
GWM
114
Geneos Wealth Management
Colorado
$321K -$292K -3,252 -48%
FCCM
115
First City Capital Management
Georgia
$321K – – –
PWM
116
Perigon Wealth Management
California
$313K – – –
AA
117
Advisory Alpha
Michigan
$309K +$309K +3,454 New
FNBT
118
FineMark National Bank & Trust
Florida
$293K – – –
SL
119
Salomon & Ludwin
Virginia
$274K -$65.3K -731 -19%
WS
120
Wedbush Securities
California
$268K – – –
SWM
121
Spire Wealth Management
Virginia
$265K – – –
WF
122
Welch & Forbes
Massachusetts
$261K – – –
S
123
Surevest
California
$258K – – –
RIA
124
Realta Investment Advisors
Delaware
$249K +$17K +190 +7%
CFB
125
Cullen/Frost Bankers
Texas
$248K – – –
3 4
5
6 7