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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 %
Citigroup
1
Citigroup
New York
$193M 1,340,320 +1,339,873 +299,748%
Morgan Stanley
2
Morgan Stanley
New York
$24.5M 170,384 -26,547 -13%
Wells Fargo
3
Wells Fargo
California
$11M 76,204 +4,163 +6%
Bank of America
4
Bank of America
North Carolina
$8.91M 61,951 -46 -0.1%
BHWA
5
Beacon Harbor Wealth Advisors
Virginia
$8.12M 56,473 +56,473 New
LPL Financial
6
LPL Financial
California
$7.71M 53,594 -31,299 -37%
UBS Group
7
UBS Group
Switzerland
$6.89M 47,947 -22,872 -32%
FA
8
Fortis Advisors
Pennsylvania
$4.23M 29,400 -128 -0.4%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$3.14M 21,852 +6,444 +42%
Stifel Financial
10
Stifel Financial
Missouri
$3M 20,849 +2,394 +13%
RJA
11
Raymond James & Associates
Florida
$2.66M 18,487 -20,823 -53%
Ameriprise
12
Ameriprise
Minnesota
$2.48M 17,246 -22,450 -57%
Goldman Sachs
13
Goldman Sachs
New York
$2.33M 16,225 +9,625 +146%
FEM
14
Fulcrum Equity Management
Texas
$1.94M 13,480 -11,025 -45%
SAM
15
SignalPoint Asset Management
Missouri
$1.94M 13,462 +757 +6%
Osaic Holdings
16
Osaic Holdings
Arizona
$1.87M 12,978 -9,338 -42%
Bank Julius Baer & Co
17
Bank Julius Baer & Co
Switzerland
$1.8M 12,500 -18 -0.1%
EWA
18
EP Wealth Advisors
California
$1.76M 12,272 -585 -5%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$1.72M 11,958 -7,947 -40%
MML Investors Services
20
MML Investors Services
Massachusetts
$1.51M 10,478 +1,697 +19%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$1.5M 10,404 +10,404 New
AW
22
ACG Wealth
Georgia
$1.41M 9,830 – –
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$1.27M 8,819 -22,011 -71%
IWM
24
IHT Wealth Management
Illinois
$1.17M 8,150 -1,729 -18%
MWM
25
Mission Wealth Management
California
$1.16M 8,100 – –
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