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Invesco Dorsey Wright Momentum ETF
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Overview Fund Activity

183 hedge funds and large institutions have $1.53B invested in Invesco Dorsey Wright Momentum ETF in 2020 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 41 increasing their positions, 61 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
183
Holders Change
+24
Holders Change %
+15.09%
% of All Funds
3.25%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.14%
New
37
Increased
41
Reduced
61
Closed
9
Calls
$2.25M
Puts
–
Net Calls
+$2.25M
Net Calls Change
+$648K

Top Buyers

1
GA
Gateway Advisory
New Jersey
$103M
2
PFS
Prospera Financial Services
Texas
$40M
3
Goldman Sachs
Goldman Sachs
New York
$13.2M
4
LPL Financial
LPL Financial
California
$43.6M
5
Morgan Stanley
Morgan Stanley
New York
$135M

Top Sellers

1
Citigroup
Citigroup
New York
$364M
2
SS
Simplicity Solutions
Minnesota
$10.2M
3
AWM
AE Wealth Management
Kansas
$11.5M
4
PAG
Private Advisory Group
Washington
$3.33M
5
NC
NewSquare Capital
Pennsylvania
$34.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Citigroup
1
Citigroup
New York
$364M -$40.4M -460,083 -10%
Morgan Stanley
2
Morgan Stanley
New York
$135M +$5.33M +60,740 +4%
Wells Fargo
3
Wells Fargo
California
$113M +$3.64M +41,527 +3%
GA
4
Gateway Advisory
New Jersey
$103M +$48.8M +555,942 +89%
RJA
5
Raymond James & Associates
Florida
$64.6M +$1.46M +16,608 +2%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$54.1M -$1.64M -18,690 -3%
Bank of America
7
Bank of America
North Carolina
$49.3M +$3.66M +41,691 +8%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$45.9M +$1.03M +11,788 +2%
LPL Financial
9
LPL Financial
California
$43.6M +$6.3M +71,846 +17%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$43.5M -$1.54M -17,517 -3%
UBS Group
11
UBS Group
Switzerland
$41.7M +$988K +11,265 +2%
PFS
12
Prospera Financial Services
Texas
$40M +$39.8M +453,131 +15,413%
NC
13
NewSquare Capital
Pennsylvania
$34.5M -$4.63M -52,806 -12%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$33M -$34K -388 -0.1%
Osaic Holdings
15
Osaic Holdings
Arizona
$21.5M +$5M +56,999 +30%
Truist Financial
16
Truist Financial
North Carolina
$20.1M +$47.6K +543 +0.2%
TC
17
Trilogy Capital
California
$20M -$932K -10,622 -4%
SG
18
Strid Group
Pennsylvania
$17.5M -$2.1M -23,981 -11%
NA
19
NewEdge Advisors
Louisiana
$16.2M +$11K +125 +0.1%
TWM
20
Tradition Wealth Management
Minnesota
$14.6M +$14.6M +166,381 New
Ameriprise
21
Ameriprise
Minnesota
$14.3M +$143K +1,629 +1%
EC
22
Estate Counselors
Wisconsin
$13.6M -$1.15M -13,150 -8%
Goldman Sachs
23
Goldman Sachs
New York
$13.2M +$13.2M +150,000 New
Stifel Financial
24
Stifel Financial
Missouri
$12.6M -$132K -1,503 -1%
AWM
25
AE Wealth Management
Kansas
$11.5M -$16.8M -191,120 -59%
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