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Invesco Dorsey Wright Industrials Momentum ETF
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Overview Fund Activity

68 hedge funds and large institutions have $134M invested in Invesco Dorsey Wright Industrials Momentum ETF in 2021 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 18 increasing their positions, 17 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
68
Holders Change
+2
Holders Change %
+3.03%
% of All Funds
1.19%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
14
Increased
18
Reduced
17
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EWP
Engrave Wealth Partners
Texas
+$8.46M
2
Wells Fargo
Wells Fargo
California
+$2.38M
3
LPL Financial
LPL Financial
California
+$2.32M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.26M
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$1.15M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$14.2M
2
FMP
Financial Management Professionals
Texas
-$5.23M
3
FEM
Fulcrum Equity Management
Texas
-$3.47M
4
Bank of America
Bank of America
North Carolina
-$3.14M
5
RJFSA
Raymond James Financial Services Advisors
Florida
-$2.59M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAL
26
Capital Analysts LLC
Pennsylvania
$689K +$30.9K +311 +5%
PFS
27
Prospera Financial Services
Texas
$560K +$560K +5,640 New
SFPG
28
Stonebridge Financial Planning Group
Florida
$552K +$363K +3,610 +192%
SFI
29
SPC Financial Inc
Maryland
$529K +$19.1K +192 +4%
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$511K -$274K -2,754 -35%
TRCT
31
Tower Research Capital (TRC)
New York
$466K +$466K +4,685 New
CA
32
Cetera Advisors
Colorado
$446K +$446K +4,486 New
CP
33
Cumberland Partners
Ontario, Canada
$420K -$295K -2,969 -41%
JPMPWA
34
J.P. Morgan Private Wealth Advisors
California
$339K +$2.49K +25 +0.7%
CAN
35
Cetera Advisor Networks
California
$329K +$329K +3,313 New
IWM
36
IHT Wealth Management
Illinois
$295K +$295K +2,971 New
GT
37
Glenmede Trust
Pennsylvania
$267K – – –
JWCA
38
J.W. Cole Advisors
Florida
$267K +$1.09K +11 +0.4%
AAS
39
Avantax Advisory Services
Texas
$266K +$266K +2,670 New
ASN
40
Advisory Services Network
Georgia
$234K +$234K +2,349 New
JFA
41
JNBA Financial Advisors
Minnesota
$204K – – –
MIM
42
MTM Investment Management
South Carolina
$167K – – –
GRP
43
Global Retirement Partners
California
$164K -$213K -2,144 -57%
DWMG
44
DB Wealth Management Group
California
$149K -$769K -7,741 -84%
TFA
45
Transamerica Financial Advisors
Florida
$118K +$11.8K +118 +11%
BAM
46
Bellevue Asset Management
Washington
$102K -$9.81K -99 -9%
Citigroup
47
Citigroup
New York
$88K – – –
HI
48
Harbour Investments
Wisconsin
$78K +$62.9K +635 +415%
PA
49
Parallel Advisors
California
$57K – – –
CAPTRUST Financial Advisors
50
CAPTRUST Financial Advisors
North Carolina
$49K – – –
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