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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 Market Value Shares Shares
Change 		Shares
Change %
MIM
51
MTM Investment Management
South Carolina
$287K 6,129 +6,129 New
Qube Research & Technologies (QRT)
52
Qube Research & Technologies (QRT)
United Kingdom
$265K 5,643 +408 +8%
BAM
53
Bellevue Asset Management
Washington
$243K 4,797 -600 -11%
MFG
54
Magnus Financial Group
New York
$240K 5,109 +5,109 New
OC
55
Oppenheimer & Co
New York
$225K 4,785 +4,785 New
NA
56
NewEdge Advisors
Louisiana
$218K 4,647 +4,647 New
PFP
57
Pinnacle Financial Partners
Tennessee
$217K 4,620 +4,620 New
Northwestern Mutual Wealth Management
58
Northwestern Mutual Wealth Management
Wisconsin
$129K 2,742 +642 +31%
ASN
59
Advisory Services Network
Georgia
$118K 2,526 -30 -1%
FF
60
FourThought Financial
Florida
$115K 2,457 +2,457 New
GWM
61
Geneos Wealth Management
Colorado
$101K 2,187 +702 +47%
TFA
62
Transamerica Financial Advisors
Florida
$96K 2,034 -1,218 -37%
CFA
63
Carroll Financial Associates
North Carolina
$67K 1,440 – –
Citigroup
64
Citigroup
New York
$63K 1,341 +183 +16%
SFS
65
Sowell Financial Services
Arkansas
$53K 1,131 – –
PWM
66
Perigon Wealth Management
California
$42K 894 +894 New
Fifth Third Bancorp
67
Fifth Third Bancorp
Ohio
$38K 819 – –
CIAS
68
Capital Investment Advisory Services
North Carolina
$33K 696 +696 New
AWA
69
Arkadios Wealth Advisors
Georgia
$30K 660 +600 +1,000%
DWMG
70
DB Wealth Management Group
California
$28K 597 +597 New
VBCG
71
Valley Brook Capital Group
Pennsylvania
$28K 600 +600 New
PNC Financial Services Group
72
PNC Financial Services Group
Pennsylvania
$22K 465 – –
HIA
73
Harbor Investment Advisory
Maryland
$18K 375 – –
Carson Wealth (CWM LLC)
74
Carson Wealth (CWM LLC)
Nebraska
$16K 312 – –
JCM
75
Jacobi Capital Management
Pennsylvania
$7K 150 +150 New
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