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Invesco Dorsey Wright Momentum ETF
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Overview Fund Activity

183 hedge funds and large institutions have $1.61B invested in Invesco Dorsey Wright Momentum ETF in 2021 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 40 increasing their positions, 66 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
183
Holders Change
-2
Holders Change %
-1.08%
% of All Funds
3.21%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.14%
New
19
Increased
40
Reduced
66
Closed
18
Calls
$798K
Puts
$250K
Net Calls
+$548K
Net Calls Change
-$160K

Top Buyers

1
Citigroup
1
Citigroup
New York
$576M
2
AWM
2
AE Wealth Management
Kansas
$61.5M
3
FIM
3
Freedom Investment Management
Connecticut
$21.8M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$11.8M
5
EC
5
Estate Counselors
Wisconsin
$17.7M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$0
2
Wells Fargo
2
Wells Fargo
California
$86.7M
3
FTUS
3
Flow Traders U.S.
New York
$0
4
Bank of America
4
Bank of America
North Carolina
$45.8M
5
SI
5
Stephens Inc
Arkansas
$3.72M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFG
126
Berger Financial Group
Minnesota
$245K – – –
Northwestern Mutual Wealth Management
127
Northwestern Mutual Wealth Management
Wisconsin
$235K – – –
AWM
128
Accel Wealth Management
Iowa
$233K – – –
CW
129
CreativeOne Wealth
Kansas
$221K +$894 +10 +0.4%
JLBC
130
J.L. Bainbridge & Co
Florida
$217K +$217K +2,430 New
SA
131
Shilanski & Associates
Alaska
$215K – – –
RA
132
RFG Advisory
Alabama
$213K -$44.7K -500 -17%
MOS
133
MGO One Seven
Ohio
$204K +$204K +2,092 New
SMC
134
Smith, Moore & Co
Missouri
$204K +$204K +2,280 New
SEM
135
Strategic Equity Management
Arizona
$200K -$3.13K -35 -2%
WWM
136
Wagner Wealth Management
South Carolina
$175K – – –
BC
137
Bartlett & Co
Ohio
$170K – – –
BCWM
138
Bartlett & Co Wealth Management
Ohio
$170K – – –
HIA
139
Harbor Investment Advisory
Maryland
$164K +$164K +1,834 New
DWP
140
Destiny Wealth Partners
Florida
$160K -$316K -3,533 -66%
FF
141
FourThought Financial
Florida
$159K +$37.9K +426 +31%
PFBT
142
Parkside Financial Bank & Trust
Missouri
$138K – – –
FA
143
Fortis Advisors
Pennsylvania
$124K +$358 +4 +0.3%
FFA
144
Founders Financial Alliance
North Carolina
$123K +$16.9K +190 +16%
Bank of Montreal
145
Bank of Montreal
Ontario, Canada
$105K – – –
MA
146
MCF Advisors
Kentucky
$102K – – –
TIM
147
Tortoise Investment Management
New York
$89K – – –
FGAM
148
Financial Gravity Asset Management
Texas
$89K +$89K +2 New
US Bancorp
149
US Bancorp
Minnesota
$88K -$9.46K -106 -10%
NFG
150
Next Financial Group
Texas
$77K -$71.4K -803 -48%
4 5
6
7 8