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Invesco Dorsey Wright Momentum ETF
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Overview Fund Activity

156 hedge funds and large institutions have $643M invested in Invesco Dorsey Wright Momentum ETF in 2020 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 38 increasing their positions, 71 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
156
Holders Change
-18
Holders Change %
-10.34%
% of All Funds
3.45%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.13%
New
15
Increased
38
Reduced
71
Closed
29
Calls
$766K
Puts
$3.07M
Net Calls
-$2.3M
Net Calls Change
-$2.83M

Top Buyers

1
EC
1
Estate Counselors
Wisconsin
$8.5M
2
SS
2
Simplicity Solutions
Minnesota
$4.01M
3
AWM
3
AE Wealth Management
Kansas
$4.07M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$3.51M
5
Citadel Advisors
5
Citadel Advisors
Florida
$2.73M

Top Sellers

1
GA
1
Gateway Advisory
New Jersey
$0
2
NC
2
NewSquare Capital
Pennsylvania
$8.18M
3
PFS
3
Prospera Financial Services
Texas
$15.5M
4
Morgan Stanley
4
Morgan Stanley
New York
$74.1M
5
Bank of America
5
Bank of America
North Carolina
$29.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
151
Clearstead Advisors
Ohio
$4K +$4K +81 New
OPS
152
Orion Portfolio Solutions
Nebraska
$2K – – –
CMA
153
Cedar Mountain Advisors
Oregon
$1K +$36 +1 +4%
BlackRock
154
BlackRock
New York
$1K +$1K +15 New
NL
155
NWAM LLC
Washington
$378 +$10 +185 +3%
GA
156
Gateway Advisory
New Jersey
– -$101M -1,563,987 Closed
BFG
157
Barber Financial Group
Kansas
– -$3.61M -56,056 Closed
FAIM
158
Financial Advocates Investment Management
Washington
– -$2.98M -46,335 Closed
AWM
159
Adams Wealth Management
Utah
– -$1.21M -18,755 Closed
Jane Street
160
Jane Street
New York
– -$834K -12,961 Closed
Goldman Sachs
161
Goldman Sachs
New York
– -$461K -7,168 Closed
OC
162
Oppenheimer & Co
New York
– -$458K -7,110 Closed
MAFM
163
Mid Atlantic Financial Management
Pennsylvania
– -$456K -7,084 Closed
HIS
164
Harvest Investment Services
Illinois
– -$439K -6,833 Closed
MWP
165
MYCIO Wealth Partners
Pennsylvania
– -$373K -5,788 Closed
SAM
166
Strategy Asset Managers
California
– -$290K -4,500 Closed
Northern Trust
167
Northern Trust
Illinois
– -$274K -4,250 Closed
SLWS
168
Swaine & Leidel Wealth Services
Florida
– -$267K -4,153 Closed
DAS
169
Dynamic Advisor Solutions
Arizona
– -$267K -4,145 Closed
BSAM
170
Blue Sky Asset Management
Colorado
– -$250K -3,891 Closed
MWM
171
MinichMacGregor Wealth Management
New York
– -$240K -3,729 Closed
SG
172
StoneX Group
New York
– -$228K -3,538 Closed
QPWM
173
Quadrant Private Wealth Management
Pennsylvania
– -$219K -3,400 Closed
WANY
174
Wealthspire Advisors (New York)
New York
– -$200K -3,106 Closed
ACM
175
Allred Capital Management
Texas
– -$107K -1,663 Closed
4 5 6
7
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