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Invesco Dorsey Wright Financial Momentum ETF
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Overview Fund Activity

26 hedge funds and large institutions have $12M invested in Invesco Dorsey Wright Financial Momentum ETF in 2020 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 3 increasing their positions, 11 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
26
Holders Change
+1
Holders Change %
+4%
% of All Funds
0.53%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
3
Reduced
11
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$772K
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$640K
3
EP
Eudaimonia Partners
Tennessee
+$63K
4
AA
Advisory Alpha
Michigan
+$61K
5
Osaic Holdings
Osaic Holdings
Arizona
+$13.7K

Top Sellers

1
Citigroup
Citigroup
New York
-$25.2M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$783K
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$657K
4
Morgan Stanley
Morgan Stanley
New York
-$456K
5
Bank of America
Bank of America
North Carolina
-$303K
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$2.41M -$120K -3,233 -5%
Bank of America
2
Bank of America
North Carolina
$2.25M -$303K -8,166 -12%
Morgan Stanley
3
Morgan Stanley
New York
$1.66M -$456K -12,286 -22%
LPL Financial
4
LPL Financial
California
$990K -$88.8K -2,392 -8%
Citadel Advisors
5
Citadel Advisors
Florida
$772K +$772K +20,804 New
SAM
6
SignalPoint Asset Management
Missouri
$666K -$25.7K -692 -4%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$640K +$640K +17,257 New
UBS Group
8
UBS Group
Switzerland
$529K -$29.4K -793 -5%
OPS
9
Orion Portfolio Solutions
Nebraska
$316K -$4.94K -133 -2%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$312K -$657K -17,712 -68%
Osaic Holdings
11
Osaic Holdings
Arizona
$308K +$13.7K +371 +5%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$243K -$783K -21,089 -76%
ADL
13
Asset Dedication LLC
California
$222K – – –
CAN
14
Cetera Advisor Networks
California
$216K – – –
Wells Fargo
15
Wells Fargo
California
$143K -$37 -1 -0%
BAM
16
Bellevue Asset Management
Washington
$106K – – –
EP
17
Eudaimonia Partners
Tennessee
$63K +$63K +1,691 New
AA
18
Advisory Alpha
Michigan
$61K +$61K +1,595 New
Carson Wealth (CWM LLC)
19
Carson Wealth (CWM LLC)
Nebraska
$41K – – –
GWM
20
Geneos Wealth Management
Colorado
$21K – – –
APA
21
American Portfolios Advisors
New York
$10.7K +$10.7K +289 New
CFGS
22
Concourse Financial Group Securities
Alabama
$10K +$2.84K +74 +40%
Citigroup
23
Citigroup
New York
$9K -$25.2M -700,000 -100%
CAPTRUST Financial Advisors
24
CAPTRUST Financial Advisors
North Carolina
$9K – – –
CFN
25
Cordasco Financial Network
Florida
$6K – – –
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