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Invesco Dorsey Wright Momentum ETF
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Overview Fund Activity

199 hedge funds and large institutions have $1.08B invested in Invesco Dorsey Wright Momentum ETF in 2021 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 41 increasing their positions, 74 reducing their positions, and 17 closing their positions.

Holders
199
Holders Change
+16
Holders Change %
+8.74%
% of All Funds
3.07%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
34
Increased
41
Reduced
74
Closed
17
Calls
$963K
Puts
–
Net Calls
+$963K
Net Calls Change
+$415K

Top Buyers

1
GA
1
Gateway Advisory
New Jersey
$95.8M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$23.7M
3
Rockefeller Capital Management
3
Rockefeller Capital Management
New York
$6.71M
4
MAP
4
Milestone Advisory Partners
North Carolina
$7.56M
5
RJA
5
Raymond James & Associates
Florida
$68.6M

Top Sellers

1
Citigroup
1
Citigroup
New York
$218K
2
AWM
2
AE Wealth Management
Kansas
$1M
3
AWM
3
Affinity Wealth Management
Delaware
$0
4
Truist Financial
4
Truist Financial
North Carolina
$8.5M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$5.85M
Name Market Value Shares Shares
Change 		Shares
Change %
SPC
101
Sigma Planning Corp
Michigan
$470K 4,972 -15 -0.3%
DWMG
102
DB Wealth Management Group
California
$469K 4,957 -866 -15%
IA
103
IFP Advisors
Florida
$461K 4,885 -1,164 -19%
SWM
104
Selective Wealth Management
Virginia
$444K 4,698 -800 -15%
TWM
105
Trinity Wealth Management
Pennsylvania
$423K 4,477 -21 -0.5%
PWP
106
Principle Wealth Partners
Connecticut
$415K 4,395 – –
KWM
107
Kingsview Wealth Management
Oregon
$408K 4,319 -100 -2%
EW
108
Element Wealth
Mississippi
$405K 4,290 -971 -18%
PSF
109
Pacific Sun Financial
California
$401K 4,242 -220 -5%
ASN
110
Advisory Services Network
Georgia
$397K 4,204 +4,204 New
OPA
111
Old Port Advisors
Maine
$396K 4,436 – –
EWP
112
Engrave Wealth Partners
Texas
$382K 4,041 – –
WEPOG
113
Wealth Enhancement & Preservation of GA
Georgia
$379K 4,008 -3,195 -44%
MWM
114
MinichMacGregor Wealth Management
New York
$373K 3,956 +135 +4%
JSW
115
Journey Strategic Wealth
New Jersey
$369K 3,904 +3,904 New
PNC Financial Services Group
116
PNC Financial Services Group
Pennsylvania
$365K 3,858 -73 -2%
SIA
117
Sage Investment Advisers
New York
$362K 3,832 +3,832 New
CRWM
118
Castle Rock Wealth Management
California
$358K 4,510 – –
AFWM
119
AMJ Financial Wealth Management
Virginia
$349K 3,696 -260 -7%
ACI
120
Alpha Cubed Investments
California
$345K 3,645 -275 -7%
SG
121
StoneX Group
New York
$340K 3,600 – –
PWM
122
Perigon Wealth Management
California
$331K 3,500 – –
MCC
123
Money Concepts Capital
Florida
$331K 3,503 +3,503 New
EH
124
Equitable Holdings
New York
$325K 3,443 +3,443 New
JPMPWA
125
J.P. Morgan Private Wealth Advisors
California
$295K 3,125 +3,125 New
3 4
5
6 7