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Invesco Dorsey Wright Momentum ETF

188 hedge funds and large institutions have $994M invested in Invesco Dorsey Wright Momentum ETF in 2021 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 41 increasing their positions, 81 reducing their positions, and 17 closing their positions.

Holders
188
Holders Change
+5
Holders Change %
+2.73%
% of All Funds
3.31%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
22
Increased
41
Reduced
81
Closed
17
Calls
$954K
Puts
Net Calls
+$954K
Net Calls Change
-$1.29M
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$111M 1,307,983 -228,867 -15%
Wells Fargo
2
Wells Fargo
California
$96.2M 1,129,799 -156,297 -12%
RJA
3
Raymond James & Associates
Florida
$62.5M 733,673 -2,644 -0.4%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$52.9M 621,141 +4,851 +0.8%
GA
5
Gateway Advisory
New Jersey
$49.9M 586,467 -592,828 -50%
Bank of America
6
Bank of America
North Carolina
$46.5M 546,482 -15,445 -3%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$40.8M 479,243 -16,112 -3%
LPL Financial
8
LPL Financial
California
$39.7M 466,020 -31,077 -6%
PFS
9
Prospera Financial Services
Texas
$39.4M 462,308 +6,237 +1%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$39M 458,284 -65,305 -12%
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$34.1M 400,815 +24,576 +7%
UBS Group
12
UBS Group
Switzerland
$33.9M 398,473 -76,977 -16%
NC
13
NewSquare Capital
Pennsylvania
$32.8M 385,061 -8,075 -2%
Osaic Holdings
14
Osaic Holdings
Arizona
$21.6M 253,195 +8,217 +3%
Ameriprise
15
Ameriprise
Minnesota
$16.8M 197,362 +34,864 +21%
SG
16
Strid Group
Pennsylvania
$16.8M 197,409 -2,214 -1%
NA
17
NewEdge Advisors
Louisiana
$14.5M 169,957 -14,715 -8%
Truist Financial
18
Truist Financial
North Carolina
$13.7M 160,358 -68,715 -30%
Goldman Sachs
19
Goldman Sachs
New York
$12.8M 150,001 +1 +0%
TWM
20
Tradition Wealth Management
Minnesota
$12.7M 149,003 -17,378 -10%
EC
21
Estate Counselors
Wisconsin
$12.4M 146,150 -8,300 -5%
Stifel Financial
22
Stifel Financial
Missouri
$11.8M 138,046 -5,561 -4%
FIM
23
Freedom Investment Management
Connecticut
$10.6M 124,809 +124,809 New
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$9.74M 114,454 +66,285 +138%
AWM
25
Affinity Wealth Management
Delaware
$8.1M 95,511 +649 +0.7%