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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 %
BAM
51
Belpointe Asset Management
Nevada
$240K +$240K +5,895 New
GT
52
Glenmede Trust
Pennsylvania
$225K – – –
Fidelity Investments
53
Fidelity Investments
Massachusetts
$218K +$5.51K +135 +3%
AWM
54
AE Wealth Management
Kansas
$216K +$216K +5,313 New
FAAS
55
First Allied Advisory Services
California
$213K +$213K +5,235 New
BAM
56
Bellevue Asset Management
Washington
$131K – – –
CAAS
57
Capital Asset Advisory Services
Michigan
$92K – – –
SFS
58
Sowell Financial Services
Arkansas
$61K +$36.7K +906 +151%
PA
59
Parallel Advisors
California
$48K – – –
CIAS
60
Capital Investment Advisory Services
North Carolina
$18K – – –
FWM
61
Filbrandt Wealth Management
Wisconsin
$18K +$18K +450 New
Carson Wealth (CWM LLC)
62
Carson Wealth (CWM LLC)
Nebraska
$15K – – –
PNC Financial Services Group
63
PNC Financial Services Group
Pennsylvania
$13K -$19.2K -483 -60%
CAC
64
Certified Advisory Corp
Florida
$3K – – –
WCG
65
Weaver Consulting Group
California
$1K +$1K +33 New
WIM
66
Westside Investment Management
California
$12 – – –
NFG
67
Next Financial Group
Texas
– -$107K -3,750 Closed
AA
68
Advisory Alpha
Michigan
– -$96.7K -2,955 Closed
ASN
69
Advisory Services Network
Georgia
– -$56K -1,953 Closed
SF
70
Synovus Financial
Georgia
– -$31K -1,095 Closed
AIC
71
Ameritas Investment Company
Nebraska
– -$21K -750 Closed
CAN
72
Claraphi Advisory Network
United States
– -$17K -615 Closed
DWM
73
Darwin Wealth Management
Florida
– -$10K -363 Closed
RAM
74
Riggs Asset Management
Pennsylvania
– -$9K -342 Closed
KFI
75
Key Financial Inc
Pennsylvania
– -$3K -120 Closed
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