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Invesco Dorsey Wright Consumer Cyclicals Momentum ETF
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Overview Fund Activity

29 hedge funds and large institutions have $21.4M invested in Invesco Dorsey Wright Consumer Cyclicals Momentum ETF in 2020 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 8 increasing their positions, 9 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
29
Holders Change
+6
Holders Change %
+26.09%
% of All Funds
0.51%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
8
Reduced
9
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FFN
Focus Financial Network
Minnesota
+$564K
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$469K
3
Morgan Stanley
Morgan Stanley
New York
+$398K
4
RJA
Raymond James & Associates
Florida
+$261K
5
Osaic Holdings
Osaic Holdings
Arizona
+$235K

Top Sellers

1
APA
American Portfolios Advisors
New York
-$1.76M
2
SAM
SignalPoint Asset Management
Missouri
-$95.1K
3
PAG
Private Advisor Group
New Jersey
-$89.1K
4
SFI
SPC Financial Inc
Maryland
-$77.4K
5
TFA
Transamerica Financial Advisors
Florida
-$52.1K
Name Holding Trade Value Shares
Change 		Shares
Change %
Janney Montgomery Scott
1
Janney Montgomery Scott
Pennsylvania
$2.9M +$171K +2,250 +6%
LPL Financial
2
LPL Financial
California
$2.8M +$184K +2,413 +7%
Bank of America
3
Bank of America
North Carolina
$2.7M -$9.97K -131 -0.4%
PAG
4
Private Advisor Group
New Jersey
$2.64M -$89.1K -1,172 -3%
Morgan Stanley
5
Morgan Stanley
New York
$2.6M +$398K +5,234 +18%
Wells Fargo
6
Wells Fargo
California
$941K +$192K +2,522 +26%
SAM
7
SignalPoint Asset Management
Missouri
$806K -$95.1K -1,251 -11%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$711K +$112K +1,475 +19%
CWA
9
Capital Wealth Alliance
Arizona
$696K +$210K +2,420 +43%
Osaic Holdings
10
Osaic Holdings
Arizona
$671K +$235K +3,082 +54%
FFN
11
Focus Financial Network
Minnesota
$564K +$564K +7,409 New
SG
12
StoneX Group
New York
$560K – – –
UBS Group
13
UBS Group
Switzerland
$555K -$17.2K -226 -3%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$469K +$469K +6,161 New
FEM
15
Fulcrum Equity Management
Texas
$388K +$44.2K +581 +13%
SFI
16
SPC Financial Inc
Maryland
$364K -$77.4K -1,018 -18%
RJA
17
Raymond James & Associates
Florida
$261K +$261K +3,435 New
IWM
18
IHT Wealth Management
Illinois
$225K +$225K +2,957 New
GWM
19
Geneos Wealth Management
Colorado
$152K +$152K +1,750 New
ASN
20
Advisory Services Network
Georgia
$100K -$610 -8 -0.6%
TFA
21
Transamerica Financial Advisors
Florida
$92K -$52.1K -679 -36%
BAM
22
Bellevue Asset Management
Washington
$73K -$10.9K -125 -13%
SFS
23
Sowell Financial Services
Arkansas
$56K – – –
Carson Wealth (CWM LLC)
24
Carson Wealth (CWM LLC)
Nebraska
$36K – – –
JCM
25
Jacobi Capital Management
Pennsylvania
$10K +$10K +130 New
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