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Invesco Dorsey Wright Momentum ETF
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Overview Fund Activity

156 hedge funds and large institutions have $765M invested in Invesco Dorsey Wright Momentum ETF in 2020 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 35 increasing their positions, 62 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
156
Holders Change
–
Holders Change %
0%
% of All Funds
3.21%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.1%
New
20
Increased
35
Reduced
62
Closed
18
Calls
$2.38M
Puts
$404K
Net Calls
+$1.98M
Net Calls Change
+$4.28M

Top Buyers

1
GA
1
Gateway Advisory
New Jersey
$29.4M
2
Morgan Stanley
2
Morgan Stanley
New York
$101M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$31.6M
4
FTUS
4
Flow Traders U.S.
New York
$5M
5
LPL Financial
5
LPL Financial
California
$29M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$85.9M
2
RJA
2
Raymond James & Associates
Florida
$49.3M
3
UBS Group
3
UBS Group
Switzerland
$38M
4
Baird Financial Group
4
Baird Financial Group
Wisconsin
$1.53M
5
SFI
5
SPC Financial Inc
Maryland
$18.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
IRC
151
Investors Research Corp
Georgia
$5K – – –
CA
152
Clearstead Advisors
Ohio
$5K – – –
FANJ
153
Financial Architects (New Jersey)
New Jersey
$4K +$4K +60 New
OPS
154
Orion Portfolio Solutions
Nebraska
$3K – – –
CMA
155
Cedar Mountain Advisors
Oregon
$2K – – –
BlackRock
156
BlackRock
New York
$1K – – –
AWM
157
Affinity Wealth Management
Delaware
– -$2.21M -35,933 Closed
FTS
158
Fifth Third Securities
Ohio
– -$1.29M -23,919 Closed
FFC
159
Fure Financial Corporation
Minnesota
– -$1.12M -20,834 Closed
TSS
160
Two Sigma Securities
New York
– -$798K -14,786 Closed
CWM
161
Concentrum Wealth Management
California
– -$388K -7,198 Closed
UCFA
162
United Capital Financial Advisors
Texas
– -$338K -6,273 Closed
NFG
163
Next Financial Group
Texas
– -$147K -2,728 Closed
ASN
164
Advisory Services Network
Georgia
– -$145K -2,695 Closed
CAN
165
Claraphi Advisory Network
United States
– -$98K -1,810 Closed
SF
166
Synovus Financial
Georgia
– -$70K -1,289 Closed
AIC
167
Ameritas Investment Company
Nebraska
– -$24K -440 Closed
SMFS
168
Squar Milner Financial Services
California
– -$21K -405 Closed
1W
169
1776 Wealth
Georgia
– -$25K -400 Closed
CBT
170
Capital Bank & Trust
California
– -$19K -350 Closed
WAP
171
Wealthcare Advisory Partners
Pennsylvania
– -$13K -239 Closed
SWA
172
Stratos Wealth Advisors
Ohio
– -$8K -153 Closed
DWM
173
Darwin Wealth Management
Florida
– -$5K -93 Closed
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