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Invesco Dorsey Wright Financial Momentum ETF

30 hedge funds and large institutions have $16.3M invested in Invesco Dorsey Wright Financial Momentum ETF in 2020 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 3 increasing their positions, 13 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
30
Holders Change
+4
Holders Change %
+15.38%
% of All Funds
0.53%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
3
Reduced
13
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$4.08M +$2.15M +49,885 +111%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$2.75M -$50.8K -1,179 -2%
Bank of America
3
Bank of America
North Carolina
$2.65M +$38.4K +892 +1%
LPL Financial
4
LPL Financial
California
$850K -$298K -6,927 -26%
RJA
5
Raymond James & Associates
Florida
$834K +$834K +19,360 New
SAM
6
SignalPoint Asset Management
Missouri
$706K -$66.7K -1,548 -9%
Citadel Advisors
7
Citadel Advisors
Florida
$653K -$243K -5,649 -27%
UBS Group
8
UBS Group
Switzerland
$576K -$38.8K -900 -6%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$421K -$322K -7,475 -43%
OPS
10
Orion Portfolio Solutions
Nebraska
$360K -$5.76K -134 -2%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$349K -$13.1K -304 -4%
Osaic Holdings
12
Osaic Holdings
Arizona
$323K -$36.1K -837 -10%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$274K -$7.93K -184 -3%
ADL
14
Asset Dedication LLC
California
$257K
CAN
15
Cetera Advisor Networks
California
$251K
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$249K +$249K +5,800 New
HighTower Advisors
17
HighTower Advisors
Illinois
$205K +$205K +4,739 New
Wells Fargo
18
Wells Fargo
California
$141K -$25K -580 -15%
EP
19
Eudaimonia Partners
Tennessee
$140K +$67.3K +1,565 +93%
BAM
20
Bellevue Asset Management
Washington
$119K -$8.03K -180 -6%
Carson Wealth (CWM LLC)
21
Carson Wealth (CWM LLC)
Nebraska
$41K
GWM
22
Geneos Wealth Management
Colorado
$29K
MIM
23
MTM Investment Management
South Carolina
$29K +$29K +685 New
FFA
24
Freedman Financial Associates
Massachusetts
$16K +$16K +378 New
CIAS
25
Capital Investment Advisory Services
North Carolina
$13K +$13K +300 New