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Invesco Dorsey Wright Momentum ETF

159 hedge funds and large institutions have $1.27B invested in Invesco Dorsey Wright Momentum ETF in 2020 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 39 increasing their positions, 58 reducing their positions, and 12 closing their positions.

Holders
159
Holders Change
+3
Holders Change %
+1.92%
% of All Funds
3.22%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
16
Increased
39
Reduced
58
Closed
12
Calls
$1.6M
Puts
Net Calls
+$1.6M
Net Calls Change
-$382K
Name Market Value Shares Shares
Change
Shares
Change %
Citigroup
1
Citigroup
New York
$352M 4,606,852 +4,599,782 +65,061%
Morgan Stanley
2
Morgan Stanley
New York
$113M 1,476,110 -25,390 -2%
Wells Fargo
3
Wells Fargo
California
$95.1M 1,244,569 -31,211 -2%
RJA
4
Raymond James & Associates
Florida
$55M 719,709 -11,995 -2%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$48.5M 634,980 +937 +0.1%
GA
6
Gateway Advisory
New Jersey
$47.7M 623,353 +186,684 +43%
Bank of America
7
Bank of America
North Carolina
$39.8M 520,236 +53,022 +11%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$39.2M 512,872 +44,236 +9%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$39.1M 511,801 -276 -0.1%
UBS Group
10
UBS Group
Switzerland
$35.5M 464,185 -100,055 -18%
NC
11
NewSquare Capital
Pennsylvania
$34.1M 445,942 +300,603 +207%
LPL Financial
12
LPL Financial
California
$32.5M 425,251 -5,705 -1%
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$28.8M 376,627 +13,094 +4%
AWM
14
AE Wealth Management
Kansas
$24.6M 321,884 +316,287 +5,651%
SS
15
Simplicity Solutions
Minnesota
$24.5M 321,067 +316,408 +6,791%
TC
16
Trilogy Capital
California
$18.2M 238,464 +238,464 New
Truist Financial
17
Truist Financial
North Carolina
$17.5M 228,530 -6,006 -3%
SG
18
Strid Group
Pennsylvania
$17.1M 223,604 -5,628 -2%
Osaic Holdings
19
Osaic Holdings
Arizona
$14.1M 187,979 -3,694 -2%
NA
20
NewEdge Advisors
Louisiana
$14.1M 184,547 -23,725 -11%
EC
21
Estate Counselors
Wisconsin
$12.8M 167,600 +2,550 +2%
Ameriprise
22
Ameriprise
Minnesota
$12.4M 160,869 -15,486 -9%
Stifel Financial
23
Stifel Financial
Missouri
$11.1M 145,110 -3,869 -3%
MWM
24
MorganRosel Wealth Management
Colorado
$9.03M 118,137 -6,193 -5%
PAG
25
Private Advisory Group
Washington
$7.44M 97,358 +52,584 +117%