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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.

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

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$101M
2
FIM
2
Freedom Investment Management
Connecticut
$0
3
Wells Fargo
3
Wells Fargo
California
$93.6M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$35.4M
5
LPL Financial
5
LPL Financial
California
$34.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
176
MV Capital Management
Maryland
$10K – – –
BWL
177
Bogart Wealth LLC
Virginia
$10K – – –
TCM
178
Tradewinds Capital Management
Washington
$9K – – –
APWA
179
Atlas Private Wealth Advisors
New Jersey
$9K – – –
Simplex Trading
180
Simplex Trading
Illinois
$8K +$8K +100 New
IRC
181
Investors Research Corp
Georgia
$7K – – –
CFGS
182
Concourse Financial Group Securities
Alabama
$7K – – –
ACM
183
Anfield Capital Management
California
$5K +$5K +60 New
HR
184
Howe & Rusling
New York
$4K – – –
HWM
185
Holloway Wealth Management
Florida
$2K – – –
CMA
186
Cedar Mountain Advisors
Oregon
$2K – – –
FIM
187
Freedom Investment Management
Connecticut
– -$10.6M -124,809 Closed
FAIM
188
Financial Advocates Investment Management
Washington
– -$2.64M -30,976 Closed
Qube Research & Technologies (QRT)
189
Qube Research & Technologies (QRT)
United Kingdom
– -$2.39M -28,073 Closed
Barclays
190
Barclays
United Kingdom
– -$874K -10,266 Closed
IA
191
Insight Advisors
Pennsylvania
– -$532K -6,080 Closed
HF
192
HRT Financial
New York
– -$458K -5,375 Closed
DAS
193
Dynamic Advisor Solutions
Arizona
– -$360K -4,228 Closed
ACM
194
Allred Capital Management
Texas
– -$162K -1,904 Closed
AIC
195
Ameritas Investment Company
Nebraska
– -$123K -1,440 Closed
EP
196
Eudaimonia Partners
Tennessee
– -$100K -1,171 Closed
WP
197
WealthShield Partners
North Carolina
– -$60K -700 Closed
VFA
198
Valeo Financial Advisors
Indiana
– -$39K -460 Closed
WAP
199
Wealthcare Advisory Partners
Pennsylvania
– -$20K -239 Closed
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