PRN icon

Invesco Dorsey Wright Industrials Momentum ETF
PRN

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 %
Ameriprise
1
Ameriprise
Minnesota
$19.7M -$1.2M -12,057 -6%
Wells Fargo
2
Wells Fargo
California
$14.9M +$2.38M +23,954 +19%
UBS Group
3
UBS Group
Switzerland
$14.4M +$637K +6,408 +5%
Morgan Stanley
4
Morgan Stanley
New York
$13.3M -$14.2M -143,177 -52%
EWP
5
Engrave Wealth Partners
Texas
$8.46M +$8.46M +85,042 New
LPL Financial
6
LPL Financial
California
$8.36M +$2.32M +23,289 +38%
Bank of America
7
Bank of America
North Carolina
$7.07M -$3.14M -31,534 -31%
PAG
8
Private Advisor Group
New Jersey
$5.75M +$109K +1,098 +2%
Janney Montgomery Scott
9
Janney Montgomery Scott
Pennsylvania
$5.18M +$1.15M +11,583 +29%
LNC
10
Lincoln National Corp
Pennsylvania
$4.58M +$177K +1,783 +4%
RA
11
RFG Advisory
Alabama
$3.78M +$459K +4,620 +14%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$2.93M -$2.59M -26,079 -47%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$2.82M +$1.26M +12,682 +81%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$2.15M -$276K -2,778 -11%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$1.92M -$258K -2,598 -12%
Mercer Global Advisors
16
Mercer Global Advisors
Colorado
$1.39M -$796 -8 -0.1%
RJA
17
Raymond James & Associates
Florida
$1.22M -$1.52M -15,310 -55%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$1.08M -$458K -4,599 -30%
CWA
19
Capital Wealth Alliance
Arizona
$1.07M -$506K -5,333 -32%
WCM
20
WealthBridge Capital Management
Ohio
$1.03M +$94.5K +950 +10%
Osaic Holdings
21
Osaic Holdings
Arizona
$1.01M -$21.6K -217 -2%
SAM
22
SignalPoint Asset Management
Missouri
$1M – – –
SG
23
StoneX Group
New York
$989K +$160K +1,609 +19%
CA
24
Calton & Associates
Florida
$935K +$498 +5 +0.1%
Goldman Sachs
25
Goldman Sachs
New York
$933K +$933K +9,380 New
1
2 3 4