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Invesco Dorsey Wright Industrials Momentum ETF
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Overview Fund Activity

54 hedge funds and large institutions have $66.5M invested in Invesco Dorsey Wright Industrials Momentum ETF in 2020 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 19 increasing their positions, 10 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
54
Holders Change
+15
Holders Change %
+38.46%
% of All Funds
0.96%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
19
Reduced
10
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$8.39M
2
Morgan Stanley
Morgan Stanley
New York
+$3.53M
3
LPL Financial
LPL Financial
California
+$2.01M
4
RJA
Raymond James & Associates
Florida
+$1.28M
5
Bank of America
Bank of America
North Carolina
+$1.12M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2.4M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.15M
3
Citadel Advisors
Citadel Advisors
Florida
-$1.83M
4
UBS Group
UBS Group
Switzerland
-$737K
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$139K
Name Holding Trade Value Shares
Change 		Shares
Change %
CP
26
Cumberland Partners
Ontario, Canada
$404K +$36.2K +390 +10%
SFI
27
SPC Financial Inc
Maryland
$403K +$38.7K +416 +11%
KAS
28
Kestra Advisory Services
Texas
$365K +$365K +3,949 New
RA
29
RFG Advisory
Alabama
$335K +$335K +3,288 New
GRP
30
Global Retirement Partners
California
$332K +$23.2K +249 +8%
JPMPWA
31
J.P. Morgan Private Wealth Advisors
California
$329K -$72.1K -775 -18%
GT
32
Glenmede Trust
Pennsylvania
$249K – – –
JWCA
33
J.W. Cole Advisors
Florida
$249K +$249K +2,674 New
JFA
34
JNBA Financial Advisors
Minnesota
$191K – – –
ASN
35
Advisory Services Network
Georgia
$165K +$12.4K +133 +8%
MIM
36
MTM Investment Management
South Carolina
$156K +$156K +1,679 New
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$136K -$2.4M -25,868 -95%
BAM
38
Bellevue Asset Management
Washington
$123K -$8.75K -85 -7%
TFA
39
Transamerica Financial Advisors
Florida
$95K -$45.8K -488 -33%
Citigroup
40
Citigroup
New York
$74K +$18.1K +194 +32%
PA
41
Parallel Advisors
California
$53K – – –
Carson Wealth (CWM LLC)
42
Carson Wealth (CWM LLC)
Nebraska
$38K – – –
SFS
43
Sowell Financial Services
Arkansas
$35K +$35K +374 New
PFGIA
44
Patriot Financial Group Insurance Agency
Massachusetts
$28K +$28K +300 New
CAPTRUST Financial Advisors
45
CAPTRUST Financial Advisors
North Carolina
$23K +$9.26K +101 +67%
CAL
46
Capital Analysts LLC
Pennsylvania
$23K +$23K +250 New
PNC Financial Services Group
47
PNC Financial Services Group
Pennsylvania
$21K – – –
GWM
48
Geneos Wealth Management
Colorado
$20K +$20K +200 New
CIAS
49
Capital Investment Advisory Services
North Carolina
$18K +$18K +189 New
QCG
50
Quadrant Capital Group
Ohio
$11K +$11K +117 New
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