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Invesco Dorsey Wright Momentum ETF
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Overview Fund Activity

188 hedge funds and large institutions have $994M invested in Invesco Dorsey Wright Momentum ETF in 2021 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 41 increasing their positions, 81 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
188
Holders Change
+5
Holders Change %
+2.73%
% of All Funds
3.31%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
22
Increased
41
Reduced
81
Closed
17
Calls
$954K
Puts
–
Net Calls
+$954K
Net Calls Change
-$1.29M

Top Buyers

1
FIM
1
Freedom Investment Management
Connecticut
$10.6M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$9.74M
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$6.17M
4
Ameriprise
4
Ameriprise
Minnesota
$16.8M
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$2.39M

Top Sellers

1
Citigroup
1
Citigroup
New York
$619K
2
GA
2
Gateway Advisory
New Jersey
$49.9M
3
TC
3
Trilogy Capital
California
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$111M
5
Wells Fargo
5
Wells Fargo
California
$96.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIC
151
Ameritas Investment Company
Nebraska
$123K +$123K +1,440 New
FA
152
Fortis Advisors
Pennsylvania
$117K +$171 +2 +0.1%
EP
153
Eudaimonia Partners
Tennessee
$100K +$7K +82 +8%
MA
154
MCF Advisors
Kentucky
$97K – – –
FFA
155
Founders Financial Alliance
North Carolina
$90K +$47.4K +569 +111%
US Bancorp
156
US Bancorp
Minnesota
$88K – – –
TIM
157
Tortoise Investment Management
New York
$85K – – –
IF
158
Ironwood Financial
Arizona
$68K – – –
PA
159
Parallel Advisors
California
$63K – – –
WP
160
WealthShield Partners
North Carolina
$60K +$60K +700 New
FF
161
FourThought Financial
Florida
$56K +$56K +669 New
PWA
162
Phoenix Wealth Advisors
North Carolina
$52K -$38.1K -440 -42%
APW
163
Acima Private Wealth
Virginia
$43K – – –
VFA
164
Valeo Financial Advisors
Indiana
$39K +$39K +460 New
CWA
165
Clearview Wealth Advisors
Oregon
$38K – – –
LWA
166
Lenox Wealth Advisors
New York
$34K – – –
CFD
167
Creative Financial Designs
Indiana
$30K – – –
CAAS
168
Capital Asset Advisory Services
Michigan
$28K – – –
APA
169
American Portfolios Advisors
New York
$25.7K – – –
CAPTRUST Financial Advisors
170
CAPTRUST Financial Advisors
North Carolina
$25K +$6.48K +77 +35%
SCA
171
Stonebridge Capital Advisors
Minnesota
$23K +$23K +271 New
AIM
172
Anchor Investment Management
South Carolina
$21.7K – – –
WAP
173
Wealthcare Advisory Partners
Pennsylvania
$20K +$20K +239 New
M
174
MOTCO
Texas
$19K -$6.54K -75 -26%
CIA
175
Cascade Investment Advisors
Oregon
$17.5K – – –
5 6
7
8 9