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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 %
DSC
176
Duncker Streett & Co
Missouri
$17K – – –
FCA
177
FinTrust Capital Advisors
South Carolina
$15K +$15K +172 New
SIC
178
Salem Investment Counselors
North Carolina
$13K – – –
KPCM
179
Kings Point Capital Management
New York
$12K – – –
ACA
180
Atlas Capital Advisors
Wyoming
$11.2K – – –
MCM
181
MV Capital Management
Maryland
$10K – – –
BWL
182
Bogart Wealth LLC
Virginia
$10K – – –
TCM
183
Tradewinds Capital Management
Washington
$9K – – –
APWA
184
Atlas Private Wealth Advisors
New Jersey
$8K +$8K +95 New
CFGS
185
Concourse Financial Group Securities
Alabama
$7K – – –
IRC
186
Investors Research Corp
Georgia
$7K – – –
HR
187
Howe & Rusling
New York
$4K – – –
CMA
188
Cedar Mountain Advisors
Oregon
$2K – – –
TC
189
Trilogy Capital
California
– -$20M -227,842 Closed
SS
190
Simplicity Solutions
Minnesota
– -$10.2M -116,688 Closed
CS
191
Credit Suisse
Switzerland
– -$1.78M -20,297 Closed
CFG
192
Cooper Financial Group
California
– -$1.45M -16,568 Closed
AIP
193
Almanack Investment Partners
Pennsylvania
– -$885K -10,084 Closed
FFN
194
Focus Financial Network
Minnesota
– -$631K -7,186 Closed
AW
195
ACG Wealth
Georgia
– -$372K -4,237 Closed
MFG
196
Magnus Financial Group
New York
– -$351K -4,004 Closed
SF
197
Synovus Financial
Georgia
– -$266K -3,030 Closed
UCFA
198
United Capital Financial Advisors
Texas
– -$239K -2,726 Closed
WIA
199
World Investment Advisors
California
– -$224K -2,398 Closed
Simplex Trading
200
Simplex Trading
Illinois
– -$25K -291 Closed
5 6 7
8
9