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Invesco Dorsey Wright Financial Momentum ETF

25 hedge funds and large institutions have $36.5M invested in Invesco Dorsey Wright Financial Momentum ETF in 2020 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 5 increasing their positions, 8 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
25
Holders Change
-4
Holders Change %
-13.79%
% of All Funds
0.51%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
5
Reduced
8
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Citigroup
1
Citigroup
New York
$24.1M +$24.1M +700,000 +280,000%
Bank of America
2
Bank of America
North Carolina
$2.36M -$66.2K -1,926 -3%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$2.34M +$2.34M +68,148 New
Morgan Stanley
4
Morgan Stanley
New York
$1.96M +$668K +19,420 +52%
LPL Financial
5
LPL Financial
California
$999K +$594K +17,283 +147%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$950K -$934K -27,169 -50%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$898K +$586K +17,052 +188%
SAM
8
SignalPoint Asset Management
Missouri
$640K -$21.4K -623 -3%
UBS Group
9
UBS Group
Switzerland
$518K -$71.3K -2,074 -12%
OPS
10
Orion Portfolio Solutions
Nebraska
$297K +$297K +8,639 New
Osaic Holdings
11
Osaic Holdings
Arizona
$272K -$325K -9,484 -54%
Ameriprise
12
Ameriprise
Minnesota
$231K -$238K -6,919 -51%
PAG
13
Private Advisor Group
New Jersey
$213K -$1.23M -35,716 -85%
ADL
14
Asset Dedication LLC
California
$205K
CAN
15
Cetera Advisor Networks
California
$200K +$200K +5,825 New
Wells Fargo
16
Wells Fargo
California
$132K +$8.67K +253 +7%
BAM
17
Bellevue Asset Management
Washington
$98K
Carson Wealth (CWM LLC)
18
Carson Wealth (CWM LLC)
Nebraska
$41K
GWM
19
Geneos Wealth Management
Colorado
$20K
TFA
20
Transamerica Financial Advisors
Florida
$18K -$108K -3,092 -86%
CAPTRUST Financial Advisors
21
CAPTRUST Financial Advisors
North Carolina
$9K +$9K +248 New
PNC Financial Services Group
22
PNC Financial Services Group
Pennsylvania
$7K
CFN
23
Cordasco Financial Network
Florida
$6K
CFGS
24
Concourse Financial Group Securities
Alabama
$6K +$6K +187 New
PFGIA
25
Patriot Financial Group Insurance Agency
Massachusetts
$3K +$3K +100 New