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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
$14.9M
3
LPL Financial
LPL Financial
California
$8.36M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$2.82M
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$5.18M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$13.3M
2
FMP
Financial Management Professionals
Texas
$0
3
FEM
Fulcrum Equity Management
Texas
$0
4
Bank of America
Bank of America
North Carolina
$7.07M
5
RJFSA
Raymond James Financial Services Advisors
Florida
$2.93M
Name Holding Trade Value Shares
Change 		Shares
Change %
Barclays
51
Barclays
United Kingdom
$48K +$48K +481 New
IA
52
IFP Advisors
Florida
$46K +$46K +459 New
Carson Wealth (CWM LLC)
53
Carson Wealth (CWM LLC)
Nebraska
$38K – – –
PFGIA
54
Patriot Financial Group Insurance Agency
Massachusetts
$30K – – –
Qube Research & Technologies (QRT)
55
Qube Research & Technologies (QRT)
United Kingdom
$26K +$26K +266 New
CIAS
56
Capital Investment Advisory Services
North Carolina
$19K – – –
GWM
57
Geneos Wealth Management
Colorado
$19K – – –
PNC Financial Services Group
58
PNC Financial Services Group
Pennsylvania
$15K – – –
QCG
59
Quadrant Capital Group
Ohio
$12K – – –
CFGS
60
Concourse Financial Group Securities
Alabama
$11K – – –
TFGT
61
TS Financial Group (TSFG)
Illinois
$10K – – –
BFEC
62
Benjamin F. Edwards & Company
Missouri
$7K +$7K +70 New
APA
63
American Portfolios Advisors
New York
$6.66K -$204K -2,048 -97%
SWA
64
SOA Wealth Advisors
New York
$4K – – –
FF
65
FourThought Financial
Florida
$3K – – –
SPIA
66
Steward Partners Investment Advisory
New York
$1K +$1K +12 New
FMP
67
Financial Management Professionals
Texas
– -$5.23M -51,097 Closed
FEM
68
Fulcrum Equity Management
Texas
– -$3.47M -33,917 Closed
Stifel Financial
69
Stifel Financial
Missouri
– -$1.01M -9,847 Closed
Citadel Advisors
70
Citadel Advisors
Florida
– -$656K -6,409 Closed
KPWS
71
Kestra Private Wealth Services
Texas
– -$590K -5,769 Closed
SIM
72
Seaview Investment Managers
Florida
– -$544K -5,317 Closed
FFS
73
Founders Financial Securities
Maryland
– -$416K -4,065 Closed
SFS
74
Sowell Financial Services
Arkansas
– -$112K -1,091 Closed
Simplex Trading
75
Simplex Trading
Illinois
– -$33K -323 Closed
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