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Invesco Dorsey Wright Technology Momentum ETF
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Overview Fund Activity

76 hedge funds and large institutions have $154M invested in Invesco Dorsey Wright Technology Momentum ETF in 2020 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 28 increasing their positions, 15 reducing their positions, and 10 closing their positions.

Holders
76
Holders Change
+10
Holders Change %
+15.15%
% of All Funds
1.35%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
20
Increased
28
Reduced
15
Closed
10
Calls
–
Puts
$324K
Net Calls
-$324K
Net Calls Change
+$51K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$27.7M
2
LPL Financial
2
LPL Financial
California
$11.9M
3
KAS
3
Kestra Advisory Services
Texas
$2.89M
4
CF
4
Centaurus Financial
California
$1.67M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$3.14M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$0
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$869K
3
FA
3
Fortis Advisors
Pennsylvania
$4.15M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
TRCT
5
Tower Research Capital (TRC)
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$1.2M -$210K -4,482 -15%
MWM
27
Mission Wealth Management
California
$1.14M – – –
Goldman Sachs
28
Goldman Sachs
New York
$928K +$225K +4,800 +32%
SIA
29
SkyView Investment Advisors
New Jersey
$885K +$885K +18,882 New
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$869K -$3.13M -66,648 -78%
CAN
31
Cetera Advisor Networks
California
$721K +$721K +15,375 New
BRWA
32
B. Riley Wealth Advisors
Florida
$716K +$5.07K +108 +0.7%
SG
33
StoneX Group
New York
$666K – – –
HT
34
Heritage Trust
Oklahoma
$636K – – –
ECA
35
Elevated Capital Advisors
Utah
$629K +$77K +1,641 +14%
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$561K +$38K +810 +7%
GT
37
Glenmede Trust
Pennsylvania
$549K – – –
FFN
38
Focus Financial Network
Minnesota
$536K +$536K +11,427 New
BFEC
39
Benjamin F. Edwards & Company
Missouri
$495K +$55.1K +1,176 +13%
CWA
40
Capital Wealth Alliance
Arizona
$482K +$612 +12 +0.1%
SPIA
41
Steward Partners Investment Advisory
New York
$470K – – –
SWP
42
Stratos Wealth Partners
Ohio
$438K -$263K -5,610 -38%
NFG
43
Next Financial Group
Texas
$434K +$211K +4,488 +94%
SFI
44
SPC Financial Inc
Maryland
$419K +$8.59K +183 +2%
CFG
45
Cooper Financial Group
California
$403K +$403K +8,589 New
SIC
46
Samalin Investment Counsel
New York
$361K – – –
BAM
47
Belpointe Asset Management
Nevada
$306K +$306K +6,531 New
BFG
48
Berger Financial Group
Minnesota
$294K +$294K +6,276 New
MWM
49
MinichMacGregor Wealth Management
New York
$289K +$289K +6,177 New
PFS
50
Prospera Financial Services
Texas
$288K +$124K +2,655 +76%
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