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Invesco Dorsey Wright Momentum ETF
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Overview Fund Activity

185 hedge funds and large institutions have $974M invested in Invesco Dorsey Wright Momentum ETF in 2021 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 36 increasing their positions, 74 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
185
Holders Change
-3
Holders Change %
-1.6%
% of All Funds
3.23%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.1%
New
14
Increased
36
Reduced
74
Closed
13
Calls
$708K
Puts
–
Net Calls
+$708K
Net Calls Change
-$246K

Top Buyers

1
GA
Gateway Advisory
New Jersey
$56.1M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$6.97M
3
FTUS
Flow Traders U.S.
New York
$3.28M
4
EE
EWG Elevate
California
$1.53M
5
OMC
Old Mission Capital
Illinois
$1.15M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$101M
2
FIM
Freedom Investment Management
Connecticut
$0
3
Wells Fargo
Wells Fargo
California
$93.6M
4
RJFSA
Raymond James Financial Services Advisors
Florida
$35.4M
5
LPL Financial
LPL Financial
California
$34.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
WF
126
Welch & Forbes
Massachusetts
$262K +$45.1K +503 +21%
RA
127
RFG Advisory
Alabama
$259K – – –
S
128
Surevest
California
$259K – – –
CFB
129
Cullen/Frost Bankers
Texas
$249K – – –
BFG
130
Berger Financial Group
Minnesota
$246K – – –
Northwestern Mutual Wealth Management
131
Northwestern Mutual Wealth Management
Wisconsin
$235K -$12.5K -140 -5%
AWM
132
Accel Wealth Management
Iowa
$234K +$90 +1 +0%
RIA
133
Realta Investment Advisors
Delaware
$233K – – –
GCMG
134
Gyroscope Capital Management Group
Florida
$231K -$627 -7 -0.3%
CW
135
CreativeOne Wealth
Kansas
$220K – – –
SA
136
Shilanski & Associates
Alaska
$215K – – –
Jane Street
137
Jane Street
New York
$211K +$211K +2,356 New
SEM
138
Strategic Equity Management
Arizona
$204K -$51.4K -573 -20%
NFG
139
Nations Financial Group
Iowa
$201K +$201K +2,240 New
ASN
140
Advisory Services Network
Georgia
$181K -$152K -1,693 -46%
BCWM
141
Bartlett & Co Wealth Management
Ohio
$170K – – –
BC
142
Bartlett & Co
Ohio
$170K – – –
WWM
143
Wagner Wealth Management
South Carolina
$161K – – –
NFG
144
Next Financial Group
Texas
$150K -$809 -9 -0.5%
HI
145
Harbour Investments
Wisconsin
$143K -$131K -1,463 -48%
PFBT
146
Parkside Financial Bank & Trust
Missouri
$138K – – –
FA
147
Fortis Advisors
Pennsylvania
$124K +$1.17K +13 +0.9%
FF
148
FourThought Financial
Florida
$121K +$61.5K +691 +103%
FFA
149
Founders Financial Alliance
North Carolina
$107K +$9.88K +110 +10%
Bank of Montreal
150
Bank of Montreal
Ontario, Canada
$103K -$277K -3,069 -73%
4 5
6
7 8