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Invesco Dorsey Wright Technology Momentum ETF
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Overview Fund Activity

79 hedge funds and large institutions have $312M invested in Invesco Dorsey Wright Technology Momentum ETF in 2021 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 16 increasing their positions, 28 reducing their positions, and 14 closing their positions.

Holders
79
Holders Change
+3
Holders Change %
+3.95%
% of All Funds
1.39%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
17
Increased
16
Reduced
28
Closed
14
Calls
$518K
Puts
$3.19M
Net Calls
-$2.67M
Net Calls Change
-$2.35M

Top Buyers

1
Citigroup
1
Citigroup
New York
$193M
2
BHWA
2
Beacon Harbor Wealth Advisors
Virginia
$8.12M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$1.5M
4
Goldman Sachs
4
Goldman Sachs
New York
$2.33M
5
Citadel Advisors
5
Citadel Advisors
Florida
$1.11M

Top Sellers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$0
2
LPL Financial
2
LPL Financial
California
$7.71M
3
Morgan Stanley
3
Morgan Stanley
New York
$24.5M
4
PAG
4
Private Advisor Group
New Jersey
$847K
5
UBS Group
5
UBS Group
Switzerland
$6.89M
Name Market Value Shares Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
51
Northwestern Mutual Wealth Management
Wisconsin
$228K 1,585 +671 +73%
BAM
52
Bellevue Asset Management
Washington
$227K 1,574 -25 -2%
CCP
53
Cardan Capital Partners
Colorado
$225K 1,565 +1,565 New
PFP
54
Pinnacle Financial Partners
Tennessee
$221K 1,540 – –
NA
55
NewEdge Advisors
Louisiana
$206K 1,433 -116 -7%
CA
56
Cetera Advisors
Colorado
$202K 1,402 +1,402 New
FF
57
FourThought Financial
Florida
$117K 819 – –
SWM
58
Spire Wealth Management
Virginia
$115K 800 +800 New
GWM
59
Geneos Wealth Management
Colorado
$104K 729 – –
CFA
60
Carroll Financial Associates
North Carolina
$69K 480 – –
Fifth Third Bancorp
61
Fifth Third Bancorp
Ohio
$39K 273 – –
DWMG
62
DB Wealth Management Group
California
$38K 262 +63 +32%
CIAS
63
Capital Investment Advisory Services
North Carolina
$33K 232 – –
AWA
64
Arkadios Wealth Advisors
Georgia
$31K 220 – –
WAP
65
Wealthcare Advisory Partners
Pennsylvania
$30K 212 +212 New
VBCG
66
Valley Brook Capital Group
Pennsylvania
$28K 200 – –
Simplex Trading
67
Simplex Trading
Illinois
$28K 200 +200 New
PNC Financial Services Group
68
PNC Financial Services Group
Pennsylvania
$22K 155 – –
CAGAS
69
Capital Advisory Group Advisory Services
Minnesota
$20K 141 +141 New
HIA
70
Harbor Investment Advisory
Maryland
$18K 125 – –
Carson Wealth (CWM LLC)
71
Carson Wealth (CWM LLC)
Nebraska
$16K 104 – –
APA
72
American Portfolios Advisors
New York
$7.04K 49 +49 New
EP
73
Eudaimonia Partners
Tennessee
$7K 50 +50 New
SFS
74
Sowell Financial Services
Arkansas
$6K 46 -331 -88%
JCM
75
Jacobi Capital Management
Pennsylvania
$3K 21 -29 -58%
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