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Invesco Dorsey Wright Momentum ETF
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Overview Fund Activity

199 hedge funds and large institutions have $1.08B invested in Invesco Dorsey Wright Momentum ETF in 2021 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 41 increasing their positions, 74 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
199
Holders Change
+16
Holders Change %
+8.74%
% of All Funds
3.07%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
34
Increased
41
Reduced
74
Closed
17
Calls
$963K
Puts
–
Net Calls
+$963K
Net Calls Change
+$415K

Top Buyers

1
GA
1
Gateway Advisory
New Jersey
$95.8M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$23.7M
3
Rockefeller Capital Management
3
Rockefeller Capital Management
New York
$6.71M
4
MAP
4
Milestone Advisory Partners
North Carolina
$7.56M
5
RJA
5
Raymond James & Associates
Florida
$68.6M

Top Sellers

1
Citigroup
1
Citigroup
New York
$218K
2
AWM
2
AE Wealth Management
Kansas
$1M
3
AWM
3
Affinity Wealth Management
Delaware
$0
4
Truist Financial
4
Truist Financial
North Carolina
$8.5M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$5.85M
Name Holding Trade Value Shares
Change 		Shares
Change %
FCCM
126
First City Capital Management
Georgia
$292K – – –
GCA
127
Genesee Capital Advisors
New York
$287K +$287K +3,032 New
WS
128
Wedbush Securities
California
$284K – – –
SWM
129
Spire Wealth Management
Virginia
$280K – – –
WF
130
Welch & Forbes
Massachusetts
$277K – – –
S
131
Surevest
California
$273K – – –
SL
132
Salomon & Ludwin
Virginia
$265K -$24.5K -260 -8%
CFB
133
Cullen/Frost Bankers
Texas
$262K – – –
BFG
134
Berger Financial Group
Minnesota
$259K – – –
Northwestern Mutual Wealth Management
135
Northwestern Mutual Wealth Management
Wisconsin
$257K +$9.16K +97 +4%
RIA
136
Realta Investment Advisors
Delaware
$251K -$12.3K -130 -5%
CFA
137
Carroll Financial Associates
North Carolina
$248K -$1.4M -14,696 -85%
AWM
138
Accel Wealth Management
Iowa
$236K -$9.9K -105 -4%
RA
139
RFG Advisory
Alabama
$233K +$7.1K +75 +3%
SAM
140
Secure Asset Management
Michigan
$232K +$232K +2,450 New
APA
141
Astoria Portfolio Advisors
New York
$231K +$231K +2,442 New
National Bank of Canada
142
National Bank of Canada
Quebec, Canada
$230K +$230K +2,440 New
CW
143
CreativeOne Wealth
Kansas
$225K -$8.51K -90 -4%
GWM
144
Geneos Wealth Management
Colorado
$223K -$115K -1,220 -34%
Citigroup
145
Citigroup
New York
$218K -$607M -6,432,700 -100%
SMC
146
Smith, Moore & Co
Missouri
$216K – – –
JLBC
147
J.L. Bainbridge & Co
Florida
$213K -$16.5K -175 -7%
SA
148
Shilanski & Associates
Alaska
$211K -$16.3K -172 -7%
KA
149
Kovack Advisors
Florida
$210K +$210K +2,218 New
SEM
150
Strategic Equity Management
Arizona
$203K -$8.6K -91 -4%
4 5
6
7 8