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Invesco Dorsey Wright Momentum ETF
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Overview Fund Activity

199 hedge funds and large institutions have $1.08B invested in Invesco Dorsey Wright Momentum ETF in 2021 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 41 increasing their positions, 74 reducing their positions, and 17 closing their positions.

Holders
199
Holders Change
+16
Holders Change %
+8.74%
% of All Funds
3.07%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
34
Increased
41
Reduced
74
Closed
17
Calls
$963K
Puts
–
Net Calls
+$963K
Net Calls Change
+$415K

Top Buyers

1
GA
1
Gateway Advisory
New Jersey
$95.8M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$23.7M
3
Rockefeller Capital Management
3
Rockefeller Capital Management
New York
$6.71M
4
MAP
4
Milestone Advisory Partners
North Carolina
$7.56M
5
RJA
5
Raymond James & Associates
Florida
$68.6M

Top Sellers

1
Citigroup
1
Citigroup
New York
$218K
2
AWM
2
AE Wealth Management
Kansas
$1M
3
AWM
3
Affinity Wealth Management
Delaware
$0
4
Truist Financial
4
Truist Financial
North Carolina
$8.5M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$5.85M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIM
176
Anchor Investment Management
South Carolina
$24.1K – – –
AWM
177
Aspire Wealth Management
Massachusetts
$24K +$24K +256 New
CAAS
178
Capital Asset Advisory Services
Michigan
$23K -$95 -1 -0.4%
ODG
179
O'Dell Group
Ohio
$22K – – –
CIA
180
Cascade Investment Advisors
Oregon
$19.4K – – –
M
181
MOTCO
Texas
$19K -$2.13K -22 -10%
DSC
182
Duncker Streett & Co
Missouri
$19K – – –
Fifth Third Bancorp
183
Fifth Third Bancorp
Ohio
$18K +$18K +188 New
FCA
184
FinTrust Capital Advisors
South Carolina
$16K – – –
SIC
185
Salem Investment Counselors
North Carolina
$14K – – –
KPCM
186
Kings Point Capital Management
New York
$13K – – –
ACA
187
Atlas Capital Advisors
Wyoming
$12.4K – – –
BWL
188
Bogart Wealth LLC
Virginia
$11K – – –
MCM
189
MV Capital Management
Maryland
$11K – – –
TCM
190
Tradewinds Capital Management
Washington
$10K – – –
WT
191
Whittier Trust
California
$9K +$9K +100 New
CWM
192
Curi Wealth Management
North Carolina
$9K +$9K +101 New
CFGS
193
Concourse Financial Group Securities
Alabama
$8K +$8K +81 New
IRC
194
Investors Research Corp
Georgia
$7K – – –
UOTTAIMCU
195
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$7K +$7K +76 New
LAS
196
Lloyd Advisory Services
Georgia
$4K -$4.32M -45,344 -100%
HR
197
Howe & Rusling
New York
$4K – – –
CMA
198
Cedar Mountain Advisors
Oregon
$3K – – –
FGAM
199
Financial Gravity Asset Management
Texas
$212 +$208 +93 +4,650%
AWM
200
Affinity Wealth Management
Delaware
– -$8.08M -92,245 Closed
5 6 7
8
9