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Invesco Dorsey Wright Momentum ETF
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Overview Fund Activity

156 hedge funds and large institutions have $765M invested in Invesco Dorsey Wright Momentum ETF in 2020 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 35 increasing their positions, 62 reducing their positions, and 18 closing their positions.

Holders
156
Holders Change
–
Holders Change %
0%
% of All Funds
3.21%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.1%
New
20
Increased
35
Reduced
62
Closed
18
Calls
$2.38M
Puts
$404K
Net Calls
+$1.98M
Net Calls Change
+$4.28M

Top Buyers

1
GA
1
Gateway Advisory
New Jersey
$29.4M
2
Morgan Stanley
2
Morgan Stanley
New York
$101M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$31.6M
4
FTUS
4
Flow Traders U.S.
New York
$5M
5
LPL Financial
5
LPL Financial
California
$29M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$85.9M
2
RJA
2
Raymond James & Associates
Florida
$49.3M
3
UBS Group
3
UBS Group
Switzerland
$38M
4
Baird Financial Group
4
Baird Financial Group
Wisconsin
$1.53M
5
SFI
5
SPC Financial Inc
Maryland
$18.7M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$101M 1,501,500 +127,545 +9%
Wells Fargo
2
Wells Fargo
California
$85.9M 1,275,780 -197,238 -13%
RJA
3
Raymond James & Associates
Florida
$49.3M 731,704 -179,378 -20%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$42.7M 634,043 +11,288 +2%
UBS Group
5
UBS Group
Switzerland
$38M 564,240 -170,014 -23%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$34.5M 512,077 -2,893 -0.6%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$31.6M 468,636 +115,968 +33%
Bank of America
8
Bank of America
North Carolina
$31.5M 467,214 -83,635 -15%
GA
9
Gateway Advisory
New Jersey
$29.4M 436,669 +436,669 New
LPL Financial
10
LPL Financial
California
$29M 430,956 +50,244 +13%
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$24.5M 363,533 -19,580 -5%
SFI
12
SPC Financial Inc
Maryland
$18.7M 277,778 -90,508 -25%
PFS
13
Prospera Financial Services
Texas
$18.2M 270,866 -16,993 -6%
Truist Financial
14
Truist Financial
North Carolina
$15.8M 234,536 -17,393 -7%
SG
15
Strid Group
Pennsylvania
$15.4M 229,232 -29,423 -11%
NA
16
NewEdge Advisors
Louisiana
$14M 208,272 -28,793 -12%
Osaic Holdings
17
Osaic Holdings
Arizona
$12.9M 191,673 -75,898 -28%
Ameriprise
18
Ameriprise
Minnesota
$11.9M 176,355 -26,778 -13%
EC
19
Estate Counselors
Wisconsin
$11.1M 165,050 +7,450 +5%
Stifel Financial
20
Stifel Financial
Missouri
$10M 148,979 +3,119 +2%
NC
21
NewSquare Capital
Pennsylvania
$9.79M 145,339 -6,162 -4%
MWM
22
MorganRosel Wealth Management
Colorado
$8.37M 124,330 -12,295 -9%
OPCM
23
Osborne Partners Capital Management
California
$6.44M 95,670 -4,867 -5%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$6.41M 95,230 -15,275 -14%
JPMorgan Chase & Co
25
JPMorgan Chase & Co
New York
$6.24M 92,708 +4,512 +5%
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