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Invesco Dorsey Wright Financial Momentum ETF

35 hedge funds and large institutions have $52.6M invested in Invesco Dorsey Wright Financial Momentum ETF in 2021 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 14 increasing their positions, 4 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
35
Holders Change
+5
Holders Change %
+16.67%
% of All Funds
0.62%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
14
Reduced
4
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Citigroup
1
Citigroup
New York
$28.9M +$28.9M +600,000 New
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$6.29M +$3.23M +67,118 +105%
Bank of America
3
Bank of America
North Carolina
$3.93M +$971K +20,192 +33%
Morgan Stanley
4
Morgan Stanley
New York
$3.59M -$965K -20,052 -21%
Ameriprise
5
Ameriprise
Minnesota
$1.51M +$1.51M +31,366 New
LPL Financial
6
LPL Financial
California
$1.46M +$513K +10,673 +54%
SAM
7
SignalPoint Asset Management
Missouri
$840K +$52K +1,081 +7%
RJA
8
Raymond James & Associates
Florida
$807K -$124K -2,573 -13%
UBS Group
9
UBS Group
Switzerland
$627K -$16.4K -341 -3%
IMC Chicago
10
IMC Chicago
Illinois
$614K +$614K +12,757 New
OPS
11
Orion Portfolio Solutions
Nebraska
$595K +$192K +3,989 +48%
Osaic Holdings
12
Osaic Holdings
Arizona
$572K +$213K +4,426 +59%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$412K +$22.1K +459 +6%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$361K +$54.8K +1,139 +18%
ADL
15
Asset Dedication LLC
California
$287K
CAN
16
Cetera Advisor Networks
California
$280K
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$279K +$48 +1 +0%
HighTower Advisors
18
HighTower Advisors
Illinois
$250K +$22.3K +463 +10%
SS
19
Sunbelt Securities
Texas
$218K +$218K +4,539 New
EP
20
Eudaimonia Partners
Tennessee
$163K +$6.58K +137 +4%
Wells Fargo
21
Wells Fargo
California
$158K +$48 +1 +0%
BAM
22
Bellevue Asset Management
Washington
$124K -$5.84K -120 -4%
HFA
23
Hoover Financial Advisors
Pennsylvania
$61K +$61K +1,200 New
CFGS
24
Concourse Financial Group Securities
Alabama
$50K +$41.1K +861 +460%
Carson Wealth (CWM LLC)
25
Carson Wealth (CWM LLC)
Nebraska
$41K