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Invesco Dorsey Wright Momentum ETF
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Overview Fund Activity

183 hedge funds and large institutions have $1.61B invested in Invesco Dorsey Wright Momentum ETF in 2021 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 40 increasing their positions, 66 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
183
Holders Change
-2
Holders Change %
-1.08%
% of All Funds
3.21%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.14%
New
19
Increased
40
Reduced
66
Closed
18
Calls
$798K
Puts
$250K
Net Calls
+$548K
Net Calls Change
-$160K

Top Buyers

1
Citigroup
1
Citigroup
New York
$576M
2
AWM
2
AE Wealth Management
Kansas
$61.5M
3
FIM
3
Freedom Investment Management
Connecticut
$21.8M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$11.8M
5
EC
5
Estate Counselors
Wisconsin
$17.7M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$0
2
Wells Fargo
2
Wells Fargo
California
$86.7M
3
FTUS
3
Flow Traders U.S.
New York
$0
4
Bank of America
4
Bank of America
North Carolina
$45.8M
5
SI
5
Stephens Inc
Arkansas
$3.72M
Name Holding Trade Value Shares
Change 		Shares
Change %
IF
151
Ironwood Financial
Arizona
$72K – – –
PA
152
Parallel Advisors
California
$66K – – –
GKWIM
153
Gerber Kawasaki Wealth & Investment Management
California
$65K +$65K +728 New
PWA
154
Phoenix Wealth Advisors
North Carolina
$54K – – –
APW
155
Acima Private Wealth
Virginia
$45K – – –
MPWT
156
MassMutual Private Wealth & Trust
Connecticut
$45K – – –
Barclays
157
Barclays
United Kingdom
$45K +$45K +500 New
FA
158
Flagstar Advisors
New York
$45K +$45K +508 New
CWA
159
Clearview Wealth Advisors
Oregon
$40K +$88 +1 +0.2%
LWA
160
Lenox Wealth Advisors
New York
$36K – – –
CFD
161
Creative Financial Designs
Indiana
$32K – – –
BCMIO
162
Beacon Capital Management Inc (Ohio)
Ohio
$31K +$31K +352 New
CAPTRUST Financial Advisors
163
CAPTRUST Financial Advisors
North Carolina
$27K – – –
SCA
164
Stonebridge Capital Advisors
Minnesota
$24K -$24K -271 -50%
AIM
165
Anchor Investment Management
South Carolina
$22.8K – – –
CAAS
166
Capital Asset Advisory Services
Michigan
$22K -$7.91K -87 -26%
APA
167
American Portfolios Advisors
New York
$21.6K -$5.36K -60 -20%
ODG
168
O'Dell Group
Ohio
$21K +$21K +234 New
M
169
MOTCO
Texas
$20K – – –
CIA
170
Cascade Investment Advisors
Oregon
$18.3K – – –
DSC
171
Duncker Streett & Co
Missouri
$18K – – –
FCA
172
FinTrust Capital Advisors
South Carolina
$15K – – –
KPCM
173
Kings Point Capital Management
New York
$13K – – –
SIC
174
Salem Investment Counselors
North Carolina
$13K – – –
ACA
175
Atlas Capital Advisors
Wyoming
$11.7K – – –
5 6
7
8 9