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Invesco Dorsey Wright Momentum ETF

156 hedge funds and large institutions have $765M invested in Invesco Dorsey Wright Momentum ETF in 2020 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 35 increasing their positions, 62 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
156
Holders Change
Holders Change %
0%
% of All Funds
3.21%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.1%
New
20
Increased
35
Reduced
62
Closed
18
Calls
$2.38M
Puts
$404K
Net Calls
+$1.98M
Net Calls Change
+$4.28M
Name Holding Trade Value Shares
Change
Shares
Change %
BC
126
Bartlett & Co
Ohio
$128K +$128K +1,900 New
BCWM
127
Bartlett & Co Wealth Management
Ohio
$128K +$128K +1,900 New
PFBT
128
Parkside Financial Bank & Trust
Missouri
$111K
LFG
129
LifePlan Financial Group
Ohio
$109K
US Bancorp
130
US Bancorp
Minnesota
$95K
MA
131
MCF Advisors
Kentucky
$77K
TIM
132
Tortoise Investment Management
New York
$67K
IF
133
Ironwood Financial
Arizona
$54K
PA
134
Parallel Advisors
California
$49K
WP
135
WealthShield Partners
North Carolina
$47K
CAAS
136
Capital Asset Advisory Services
Michigan
$37K -$3.54K -48 -9%
EP
137
Eudaimonia Partners
Tennessee
$29K
HFA
138
Hoover Financial Advisors
Pennsylvania
$29K +$29K +430 New
APA
139
American Portfolios Advisors
New York
$20.3K +$20.3K +302 New
M
140
MOTCO
Texas
$20K
AIM
141
Anchor Investment Management
South Carolina
$17.2K
CAPTRUST Financial Advisors
142
CAPTRUST Financial Advisors
North Carolina
$15K +$15K +220 New
CIA
143
Cascade Investment Advisors
Oregon
$13.8K
DSC
144
Duncker Streett & Co
Missouri
$13K
GFPC
145
Global Financial Private Client
Florida
$11.9K -$595K -8,736 -98%
ACA
146
Atlas Capital Advisors
Wyoming
$9.83K
MCM
147
MV Capital Management
Maryland
$8K
BWL
148
Bogart Wealth LLC
Virginia
$8K
TCM
149
Tradewinds Capital Management
Washington
$7K
CFGS
150
Concourse Financial Group Securities
Alabama
$5K