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Invesco Dorsey Wright Healthcare Momentum ETF
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Overview Fund Activity

66 hedge funds and large institutions have $610M invested in Invesco Dorsey Wright Healthcare Momentum ETF in 2020 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 28 increasing their positions, 11 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
66
Holders Change
+8
Holders Change %
+13.79%
% of All Funds
1.36%
Holding in Top 10
4
Holding in Top 10 Change
+4
Holding in Top 10 Change %
%
% of All Funds
0.08%
New
18
Increased
28
Reduced
11
Closed
9
Calls
$404K
Puts
$367K
Net Calls
+$37K
Net Calls Change
-$244K

Top Buyers

1
Citigroup
Citigroup
New York
+$343M
2
Bank of America
Bank of America
North Carolina
+$36.5M
3
Wells Fargo
Wells Fargo
California
+$11.7M
4
LPL Financial
LPL Financial
California
+$8.7M
5
TFA
Transamerica Financial Advisors
Florida
+$3.99M

Top Sellers

1
SI
Stephens Inc
Arkansas
-$942K
2
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$933K
3
RJFSA
Raymond James Financial Services Advisors
Florida
-$840K
4
Truist Financial
Truist Financial
North Carolina
-$148K
5
NFG
Next Financial Group
Texas
-$107K
Name Holding Trade Value Shares
Change 		Shares
Change %
SL
26
Systelligence LLC
Minnesota
$2.23M +$2.23M +54,696 New
SG
27
StoneX Group
New York
$1.92M +$1.92M +47,148 New
WWM
28
Western Wealth Management
Colorado
$1.81M +$1.81M +44,301 New
PAG
29
Private Advisory Group
Washington
$1.51M +$672K +16,494 +80%
FEM
30
Fulcrum Equity Management
Texas
$1.43M +$1.43M +35,124 New
NCM
31
Niemann Capital Management
Nevada
$1.39M +$1.39M +34,134 New
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$1.33M +$114K +2,802 +9%
Truist Financial
33
Truist Financial
North Carolina
$1.26M -$148K -3,621 -10%
SAM
34
SignalPoint Asset Management
Missouri
$1.19M -$49.6K -1,218 -4%
IWM
35
IHT Wealth Management
Illinois
$1.17M +$273K +6,708 +31%
SPIA
36
Steward Partners Investment Advisory
New York
$917K +$24.5K +600 +3%
UFF
37
USA Financial Formulas
Michigan
$825K +$825K +20,235 New
Citadel Advisors
38
Citadel Advisors
Florida
$740K +$740K +18,147 New
OIA
39
OneDigital Investment Advisors
Kansas
$611K -$33.4K -819 -5%
Brown Advisory
40
Brown Advisory
Maryland
$481K +$78.3K +1,920 +19%
BFEC
41
Benjamin F. Edwards & Company
Missouri
$473K +$10.5K +258 +2%
Baird Financial Group
42
Baird Financial Group
Wisconsin
$466K +$466K +11,436 New
EH
43
Equitable Holdings
New York
$462K +$462K +11,331 New
MML Investors Services
44
MML Investors Services
Massachusetts
$439K +$439K +10,776 New
BRWA
45
B. Riley Wealth Advisors
Florida
$435K +$435K +10,662 New
CWM
46
Concentrum Wealth Management
California
$348K -$72.3K -1,773 -17%
TRCT
47
Tower Research Capital (TRC)
New York
$332K +$332K +8,148 New
SFI
48
SPC Financial Inc
Maryland
$307K -$62.5K -1,533 -17%
ED
49
Exane Derivatives
France
$276K +$28.5K +699 +12%
BWA
50
BDO Wealth Advisors
Florida
$245K – – –
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2
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