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Invesco Dorsey Wright Momentum ETF
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Overview Fund Activity

156 hedge funds and large institutions have $643M invested in Invesco Dorsey Wright Momentum ETF in 2020 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 38 increasing their positions, 71 reducing their positions, and 29 closing their positions.

Holders
156
Holders Change
-18
Holders Change %
-10.34%
% of All Funds
3.45%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.13%
New
15
Increased
38
Reduced
71
Closed
29
Calls
$766K
Puts
$3.07M
Net Calls
-$2.3M
Net Calls Change
-$2.83M

Top Buyers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$14.5M
2
EC
2
Estate Counselors
Wisconsin
$8.5M
3
SS
3
Simplicity Solutions
Minnesota
$4.01M
4
AWM
4
AE Wealth Management
Kansas
$4.07M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$3.51M

Top Sellers

1
GA
1
Gateway Advisory
New Jersey
$0
2
NC
2
NewSquare Capital
Pennsylvania
$8.18M
3
PFS
3
Prospera Financial Services
Texas
$15.5M
4
Morgan Stanley
4
Morgan Stanley
New York
$74.1M
5
Bank of America
5
Bank of America
North Carolina
$29.7M
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$79.5M 1,473,018 -28,801 -2%
Morgan Stanley
2
Morgan Stanley
New York
$74.1M 1,373,955 -188,071 -12%
RJA
3
Raymond James & Associates
Florida
$49.2M 911,082 -143,886 -14%
UBS Group
4
UBS Group
Switzerland
$39.6M 734,254 -19,563 -3%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$33.6M 622,755 +484 +0.1%
Bank of America
6
Bank of America
North Carolina
$29.7M 550,849 -161,988 -23%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$27.8M 514,970 -67,553 -12%
Janney Montgomery Scott
8
Janney Montgomery Scott
Pennsylvania
$20.7M 383,113 -17,936 -4%
LPL Financial
9
LPL Financial
California
$20.5M 380,712 -37,624 -9%
SFI
10
SPC Financial Inc
Maryland
$19.9M 368,286 +4,325 +1%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$19M 352,668 -143,923 -29%
PFS
12
Prospera Financial Services
Texas
$15.5M 287,859 -407,359 -59%
Osaic Holdings
13
Osaic Holdings
Arizona
$14.5M 267,571 +267,571 New
SG
14
Strid Group
Pennsylvania
$14M 258,655 -33,930 -12%
Truist Financial
15
Truist Financial
North Carolina
$13.6M 251,929 -10,650 -4%
NA
16
NewEdge Advisors
Louisiana
$12.8M 237,065 -5,111 -2%
Ameriprise
17
Ameriprise
Minnesota
$11.2M 203,133 -41,880 -17%
EC
18
Estate Counselors
Wisconsin
$8.5M 157,600 +157,600 New
NC
19
NewSquare Capital
Pennsylvania
$8.18M 151,501 -473,592 -76%
Stifel Financial
20
Stifel Financial
Missouri
$7.86M 145,860 -15,967 -10%
MWM
21
MorganRosel Wealth Management
Colorado
$7.37M 136,625 -9,369 -6%
Baird Financial Group
22
Baird Financial Group
Wisconsin
$6.19M 114,712 +2,230 +2%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$5.96M 110,505 -7,195 -6%
OPCM
24
Osborne Partners Capital Management
California
$5.43M 100,537 -640 -0.6%
JPMorgan Chase & Co
25
JPMorgan Chase & Co
New York
$4.76M 88,196 -156 -0.2%
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