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Invesco Dorsey Wright Momentum ETF

188 hedge funds and large institutions have $994M invested in Invesco Dorsey Wright Momentum ETF in 2021 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 41 increasing their positions, 81 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
188
Holders Change
+5
Holders Change %
+2.73%
% of All Funds
3.31%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
22
Increased
41
Reduced
81
Closed
17
Calls
$954K
Puts
Net Calls
+$954K
Net Calls Change
-$1.29M
Name Holding Trade Value Shares
Change
Shares
Change %
FCCM
126
First City Capital Management
Georgia
$292K -$4.07K -50 -1%
FNBT
127
FineMark National Bank & Trust
Florida
$279K
SG
128
StoneX Group
New York
$261K
HI
129
Harbour Investments
Wisconsin
$260K +$260K +3,057 New
WS
130
Wedbush Securities
California
$255K
S
131
Surevest
California
$246K -$122K -1,436 -33%
RA
132
RFG Advisory
Alabama
$246K -$110K -1,292 -31%
MC
133
Moors & Cabot
Massachusetts
$245K -$31.9K -368 -12%
SEM
134
Strategic Equity Management
Arizona
$242K -$4.65M -54,671 -95%
MCC
135
Money Concepts Capital
Florida
$238K
CFB
136
Cullen/Frost Bankers
Texas
$236K
Northwestern Mutual Wealth Management
137
Northwestern Mutual Wealth Management
Wisconsin
$235K -$64.4K -757 -21%
BFG
138
Berger Financial Group
Minnesota
$234K -$2.67M -31,269 -92%
AWM
139
Accel Wealth Management
Iowa
$222K -$21.4K -251 -9%
RIA
140
Realta Investment Advisors
Delaware
$221K +$221K +2,597 New
GCMG
141
Gyroscope Capital Management Group
Florida
$220K -$35.4K -416 -14%
CW
142
CreativeOne Wealth
Kansas
$209K -$2.72K -32 -1%
WF
143
Welch & Forbes
Massachusetts
$206K
SA
144
Shilanski & Associates
Alaska
$205K
ACM
145
Allred Capital Management
Texas
$162K +$162K +1,904 New
BC
146
Bartlett & Co
Ohio
$162K
BCWM
147
Bartlett & Co Wealth Management
Ohio
$162K
WWM
148
Wagner Wealth Management
South Carolina
$153K
NFG
149
Next Financial Group
Texas
$143K -$31.4K -368 -18%
PFBT
150
Parkside Financial Bank & Trust
Missouri
$132K