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Invesco Dorsey Wright Momentum ETF
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Overview Fund Activity

182 hedge funds and large institutions have $731M invested in Invesco Dorsey Wright Momentum ETF in 2022 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 28 increasing their positions, 85 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
182
Holders Change
-17
Holders Change %
-8.54%
% of All Funds
2.88%
Holding in Top 10
4
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-50%
% of All Funds
0.06%
New
19
Increased
28
Reduced
85
Closed
32
Calls
$956K
Puts
$284K
Net Calls
+$672K
Net Calls Change
-$291K

Top Buyers

1
BFEC
1
Benjamin F. Edwards & Company
Missouri
$5.74M
2
DADC
2
D.A. Davidson & Co
Montana
$3.95M
3
NA
3
NewEdge Advisors
Louisiana
$17.1M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$6.71M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.32M

Top Sellers

1
GA
1
Gateway Advisory
New Jersey
$993K
2
FIM
2
Freedom Investment Management
Connecticut
$0
3
EC
3
Estate Counselors
Wisconsin
$388K
4
Bank of America
4
Bank of America
North Carolina
$27.9M
5
Morgan Stanley
5
Morgan Stanley
New York
$86.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
IRC
176
Investors Research Corp
Georgia
$6K – – –
HR
177
Howe & Rusling
New York
$4K – – –
LAS
178
Lloyd Advisory Services
Georgia
$3K – – –
DWP
179
Destiny Wealth Partners
Florida
$2K -$131K -1,762 -98%
CMA
180
Cedar Mountain Advisors
Oregon
$2K – – –
CAL
181
Capital Analysts LLC
Pennsylvania
$1K +$1K +12 New
SLWS
182
Swaine & Leidel Wealth Services
Florida
$453 +$453 +453 New
FIM
183
Freedom Investment Management
Connecticut
– -$22.1M -233,318 Closed
NFG
184
Nations Financial Group
Iowa
– -$5.75M -60,786 Closed
SFS
185
Sowell Financial Services
Arkansas
– -$1.25M -13,232 Closed
Qube Research & Technologies (QRT)
186
Qube Research & Technologies (QRT)
United Kingdom
– -$1.04M -10,964 Closed
FTUS
187
Flow Traders U.S.
New York
– -$703K -7,435 Closed
VWM
188
Vigilare Wealth Management
Arizona
– -$640K -6,773 Closed
AAS
189
Avantax Advisory Services
Texas
– -$558K -5,907 Closed
AA
190
Advisory Alpha
Michigan
– -$474K -5,015 Closed
WEPOG
191
Wealth Enhancement & Preservation of GA
Georgia
– -$379K -4,008 Closed
AFWM
192
AMJ Financial Wealth Management
Virginia
– -$349K -3,696 Closed
SG
193
StoneX Group
New York
– -$340K -3,600 Closed
GCA
194
Genesee Capital Advisors
New York
– -$287K -3,032 Closed
RIA
195
Realta Investment Advisors
Delaware
– -$251K -2,657 Closed
RA
196
RFG Advisory
Alabama
– -$233K -2,460 Closed
SAM
197
Secure Asset Management
Michigan
– -$232K -2,450 Closed
APA
198
Astoria Portfolio Advisors
New York
– -$231K -2,442 Closed
CW
199
CreativeOne Wealth
Kansas
– -$225K -2,381 Closed
SMC
200
Smith, Moore & Co
Missouri
– -$216K -2,280 Closed
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