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Invesco Dorsey Wright Technology Momentum ETF
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Overview Fund Activity

70 hedge funds and large institutions have $98.7M invested in Invesco Dorsey Wright Technology Momentum ETF in 2021 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 14 increasing their positions, 27 reducing their positions, and 15 closing their positions.

Holders
70
Holders Change
-9
Holders Change %
-11.39%
% of All Funds
1.22%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
8
Increased
14
Reduced
27
Closed
15
Calls
$242K
Puts
$825K
Net Calls
-$583K
Net Calls Change
+$2.09M

Top Buyers

1
Qube Research & Technologies (QRT)
1
Qube Research & Technologies (QRT)
United Kingdom
$2.08M
2
Barclays
2
Barclays
United Kingdom
$1.8M
3
Simplex Trading
3
Simplex Trading
Illinois
$851K
4
Osaic Holdings
4
Osaic Holdings
Arizona
$2.6M
5
MML Investors Services
5
MML Investors Services
Massachusetts
$1.89M

Top Sellers

1
Citigroup
1
Citigroup
New York
$17K
2
BHWA
2
Beacon Harbor Wealth Advisors
Virginia
$0
3
Wells Fargo
3
Wells Fargo
California
$5.85M
4
FEM
4
Fulcrum Equity Management
Texas
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$23.6M
Name Market Value Shares Shares
Change 		Shares
Change %
LWAC
51
Laurel Wealth Advisors (California)
California
$202K 1,350 +1,350 New
AWA
52
Arkadios Wealth Advisors
Georgia
$140K 940 +720 +327%
GWM
53
Geneos Wealth Management
Colorado
$133K 893 +164 +22%
FF
54
FourThought Financial
Florida
$122K 819 – –
SWM
55
Spire Wealth Management
Virginia
$120K 800 – –
BFEC
56
Benjamin F. Edwards & Company
Missouri
$102K 686 -2,736 -80%
CFA
57
Carroll Financial Associates
North Carolina
$71K 480 – –
US Bancorp
58
US Bancorp
Minnesota
$65K 436 +436 New
Fifth Third Bancorp
59
Fifth Third Bancorp
Ohio
$41K 273 – –
CIAS
60
Capital Investment Advisory Services
North Carolina
$35K 232 – –
WQ
61
Wealth Quarterback
New Jersey
$30K 200 +200 New
PNC Financial Services Group
62
PNC Financial Services Group
Pennsylvania
$23K 155 – –
CAGAS
63
Capital Advisory Group Advisory Services
Minnesota
$21K 141 – –
HIA
64
Harbor Investment Advisory
Maryland
$19K 125 – –
Citigroup
65
Citigroup
New York
$17K 116 -1,340,204 -100%
Carson Wealth (CWM LLC)
66
Carson Wealth (CWM LLC)
Nebraska
$16K 104 – –
APA
67
American Portfolios Advisors
New York
$12.8K 86 +37 +76%
CAPTRUST Financial Advisors
68
CAPTRUST Financial Advisors
North Carolina
$10K 70 +70 New
HWM
69
Holloway Wealth Management
Florida
– – – –
Fidelity Investments
70
Fidelity Investments
Massachusetts
$1K 6 – –
MA
71
Montag & Associates
Georgia
$1K 10 – –
BHWA
72
Beacon Harbor Wealth Advisors
Virginia
– – -56,473 Closed
FEM
73
Fulcrum Equity Management
Texas
– – -13,480 Closed
KAS
74
Kestra Advisory Services
Texas
– – -5,126 Closed
CWA
75
Capital Wealth Alliance
Arizona
– – -2,538 Closed
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