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Invesco Dorsey Wright Momentum ETF
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Overview Fund Activity

159 hedge funds and large institutions have $1.27B invested in Invesco Dorsey Wright Momentum ETF in 2020 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 39 increasing their positions, 58 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
159
Holders Change
+3
Holders Change %
+1.92%
% of All Funds
3.22%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
16
Increased
39
Reduced
58
Closed
12
Calls
$1.6M
Puts
–
Net Calls
+$1.6M
Net Calls Change
-$382K

Top Buyers

1
Citigroup
Citigroup
New York
$352M
2
SS
Simplicity Solutions
Minnesota
$24.5M
3
AWM
AE Wealth Management
Kansas
$24.6M
4
NC
NewSquare Capital
Pennsylvania
$34.1M
5
TC
Trilogy Capital
California
$18.2M

Top Sellers

1
PFS
Prospera Financial Services
Texas
$225K
2
SFI
SPC Financial Inc
Maryland
$1.78M
3
UBS Group
UBS Group
Switzerland
$35.5M
4
FTUS
Flow Traders U.S.
New York
$0
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$4.44M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCWM
126
Bartlett & Co Wealth Management
Ohio
$145K – – –
BC
127
Bartlett & Co
Ohio
$145K – – –
PFBT
128
Parkside Financial Bank & Trust
Missouri
$126K – – –
LFG
129
LifePlan Financial Group
Ohio
$123K – – –
FA
130
Fortis Advisors
Pennsylvania
$104K -$98.2K -1,281 -49%
US Bancorp
131
US Bancorp
Minnesota
$103K -$4.87K -64 -5%
MA
132
MCF Advisors
Kentucky
$87K – – –
TIM
133
Tortoise Investment Management
New York
$76K – – –
IF
134
Ironwood Financial
Arizona
$61K – – –
EP
135
Eudaimonia Partners
Tennessee
$58K +$25.4K +331 +78%
PA
136
Parallel Advisors
California
$56K – – –
WP
137
WealthShield Partners
North Carolina
$54K – – –
FFA
138
Founders Financial Alliance
North Carolina
$42K +$42K +512 New
CAAS
139
Capital Asset Advisory Services
Michigan
$38K – – –
LWA
140
Lenox Wealth Advisors
New York
$31K +$31K +400 New
PFWA
141
Paces Ferry Wealth Advisors
Georgia
$27K +$27K +350 New
APA
142
American Portfolios Advisors
New York
$23.1K – – –
M
143
MOTCO
Texas
$22K – – –
AIM
144
Anchor Investment Management
South Carolina
$19.5K – – –
CAPTRUST Financial Advisors
145
CAPTRUST Financial Advisors
North Carolina
$17K – – –
CIA
146
Cascade Investment Advisors
Oregon
$15.7K – – –
DSC
147
Duncker Streett & Co
Missouri
$15K – – –
GFPC
148
Global Financial Private Client
Florida
$13.6K – – –
KPCM
149
Kings Point Capital Management
New York
$11K +$11K +141 New
CSPIA
150
Cary Street Partners Investment Advisory
Virginia
$11K +$11K +150 New
3 4 5
6
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