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Invesco Dorsey Wright Momentum ETF
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Overview Fund Activity

185 hedge funds and large institutions have $974M invested in Invesco Dorsey Wright Momentum ETF in 2021 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 36 increasing their positions, 74 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
185
Holders Change
-3
Holders Change %
-1.6%
% of All Funds
3.23%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.1%
New
14
Increased
36
Reduced
74
Closed
13
Calls
$708K
Puts
–
Net Calls
+$708K
Net Calls Change
-$246K

Top Buyers

1
GA
Gateway Advisory
New Jersey
$56.1M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$6.97M
3
FTUS
Flow Traders U.S.
New York
$3.28M
4
EE
EWG Elevate
California
$1.53M
5
OMC
Old Mission Capital
Illinois
$1.15M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$101M
2
FIM
Freedom Investment Management
Connecticut
$0
3
Wells Fargo
Wells Fargo
California
$93.6M
4
RJFSA
Raymond James Financial Services Advisors
Florida
$35.4M
5
LPL Financial
LPL Financial
California
$34.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
151
MCF Advisors
Kentucky
$102K – – –
US Bancorp
152
US Bancorp
Minnesota
$98K +$5.65K +63 +6%
TIM
153
Tortoise Investment Management
New York
$90K – – –
IF
154
Ironwood Financial
Arizona
$72K – – –
PA
155
Parallel Advisors
California
$66K – – –
PWA
156
Phoenix Wealth Advisors
North Carolina
$54K – – –
EBSAM
157
Eubel Brady & Suttman Asset Management
Ohio
$54K +$54K +640 New
SCA
158
Stonebridge Capital Advisors
Minnesota
$47K +$23.5K +271 +100%
APW
159
Acima Private Wealth
Virginia
$45K – – –
MPWT
160
MassMutual Private Wealth & Trust
Connecticut
$45K +$45K +503 New
CWA
161
Clearview Wealth Advisors
Oregon
$40K – – –
LWA
162
Lenox Wealth Advisors
New York
$36K – – –
CFD
163
Creative Financial Designs
Indiana
$32K – – –
CAAS
164
Capital Asset Advisory Services
Michigan
$29K – – –
APA
165
American Portfolios Advisors
New York
$27.1K – – –
CAPTRUST Financial Advisors
166
CAPTRUST Financial Advisors
North Carolina
$27K – – –
SWM
167
Selective Wealth Management
Virginia
$27K +$27K +298 New
AIM
168
Anchor Investment Management
South Carolina
$22.9K – – –
M
169
MOTCO
Texas
$20K – – –
CIA
170
Cascade Investment Advisors
Oregon
$18.4K – – –
DSC
171
Duncker Streett & Co
Missouri
$18K – – –
FCA
172
FinTrust Capital Advisors
South Carolina
$15K – – –
SIC
173
Salem Investment Counselors
North Carolina
$13K – – –
KPCM
174
Kings Point Capital Management
New York
$13K – – –
ACA
175
Atlas Capital Advisors
Wyoming
$11.7K – – –
4 5 6
7
8