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Invesco Dorsey Wright Momentum ETF
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Overview Fund Activity

199 hedge funds and large institutions have $1.08B invested in Invesco Dorsey Wright Momentum ETF in 2021 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 41 increasing their positions, 74 reducing their positions, and 17 closing their positions.

Holders
199
Holders Change
+16
Holders Change %
+8.74%
% of All Funds
3.07%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
34
Increased
41
Reduced
74
Closed
17
Calls
$963K
Puts
–
Net Calls
+$963K
Net Calls Change
+$415K

Top Buyers

1
GA
1
Gateway Advisory
New Jersey
$95.8M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$23.7M
3
Rockefeller Capital Management
3
Rockefeller Capital Management
New York
$6.71M
4
MAP
4
Milestone Advisory Partners
North Carolina
$7.56M
5
RJA
5
Raymond James & Associates
Florida
$68.6M

Top Sellers

1
Citigroup
1
Citigroup
New York
$218K
2
AWM
2
AE Wealth Management
Kansas
$1M
3
AWM
3
Affinity Wealth Management
Delaware
$0
4
Truist Financial
4
Truist Financial
North Carolina
$8.5M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$5.85M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$110M 1,162,169 +17,612 +2%
GA
2
Gateway Advisory
New Jersey
$95.8M 1,013,011 +380,983 +60%
Wells Fargo
3
Wells Fargo
California
$93.7M 990,893 +21,551 +2%
RJA
4
Raymond James & Associates
Florida
$68.6M 725,355 +29,907 +4%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$60.5M 639,919 -1,449 -0.2%
Bank of America
6
Bank of America
North Carolina
$47.6M 503,506 -8,465 -2%
PFS
7
Prospera Financial Services
Texas
$44.3M 468,721 -6,447 -1%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$41.1M 435,116 -1,280 -0.3%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$39.5M 417,779 -18,553 -4%
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$37.2M 393,365 -1,918 -0.5%
NC
11
NewSquare Capital
Pennsylvania
$36.6M 386,984 +4,528 +1%
LPL Financial
12
LPL Financial
California
$36.2M 382,895 +18,653 +5%
UBS Group
13
UBS Group
Switzerland
$33.9M 359,093 +13,704 +4%
Osaic Holdings
14
Osaic Holdings
Arizona
$23.7M 251,329 +40,477 +19%
FIM
15
Freedom Investment Management
Connecticut
$22.1M 233,318 -9,886 -4%
EC
16
Estate Counselors
Wisconsin
$18M 190,285 -7,565 -4%
SG
17
Strid Group
Pennsylvania
$17.8M 188,693 -1,373 -0.7%
NA
18
NewEdge Advisors
Louisiana
$17.4M 184,328 +16,046 +10%
Ameriprise
19
Ameriprise
Minnesota
$16.8M 177,342 +5,219 +3%
TWM
20
Tradition Wealth Management
Minnesota
$12.5M 132,343 -12,533 -9%
Stifel Financial
21
Stifel Financial
Missouri
$11.8M 124,696 -4,924 -4%
Wealth Enhancement Advisory Services
22
Wealth Enhancement Advisory Services
Minnesota
$10M 123,258 +9 +0%
MWM
23
MorganRosel Wealth Management
Colorado
$8.66M 91,641 +996 +1%
JPMorgan Chase & Co
24
JPMorgan Chase & Co
New York
$8.59M 90,963 -4,480 -5%
Truist Financial
25
Truist Financial
North Carolina
$8.5M 89,959 -65,862 -42%
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