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Invesco Dorsey Wright Healthcare Momentum ETF
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Overview Fund Activity

103 hedge funds and large institutions have $406M invested in Invesco Dorsey Wright Healthcare Momentum ETF in 2020 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 37 increasing their positions, 21 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
103
Holders Change
+28
Holders Change %
+37.33%
% of All Funds
1.83%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
35
Increased
37
Reduced
21
Closed
6
Calls
$304K
Puts
$272K
Net Calls
+$32K
Net Calls Change
-$199K

Top Buyers

1
MIH
Meitav Investment House
Israel
$26.8M
2
UBS Group
UBS Group
Switzerland
$20.5M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$7.49M
4
RJFSA
Raymond James Financial Services Advisors
Florida
$47.4M
5
CI
Cavalier Investments
Georgia
$4.08M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$750K
2
LPL Financial
LPL Financial
California
$19.2M
3
SL
Systelligence LLC
Minnesota
$1.55M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$580K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$22.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
BRWA
51
B. Riley Wealth Advisors
Florida
$551K -$14.1K -264 -2%
SG
52
StoneX Group
New York
$500K -$48K -900 -9%
CIBC World Market
53
CIBC World Market
Ontario, Canada
$466K +$466K +8,727 New
IA
54
Insight Advisors
Pennsylvania
$460K +$460K +8,625 New
CWM
55
Concentrum Wealth Management
California
$440K -$14.7K -276 -3%
FHA
56
Flagship Harbor Advisors
Massachusetts
$432K -$9.44K -177 -2%
DWP
57
Destiny Wealth Partners
Florida
$401K +$401K +7,518 New
Cetera Investment Advisers
58
Cetera Investment Advisers
Illinois
$400K +$400K +7,488 New
NFG
59
Next Financial Group
Texas
$394K +$184K +3,453 +88%
SIA
60
SkyView Investment Advisors
New Jersey
$343K +$343K +6,420 New
LGA
61
Lebenthal Global Advisors
New York
$329K +$329K +6,180 New
BWA
62
BDO Wealth Advisors
Florida
$318K -$2.72K -51 -0.8%
GT
63
Glenmede Trust
Pennsylvania
$295K – – –
Citigroup
64
Citigroup
New York
$282K +$4.48K +84 +2%
RAM
65
Riggs Asset Management
Pennsylvania
$279K +$279K +5,232 New
MWM
66
MinichMacGregor Wealth Management
New York
$260K +$260K +4,881 New
CA
67
Cetera Advisors
Colorado
$242K – – –
CFG
68
Cooper Financial Group
California
$241K +$241K +4,518 New
AWA
69
Arete Wealth Advisors
Illinois
$236K +$236K +4,425 New
SS
70
Sunbelt Securities
Texas
$234K +$234K +4,389 New
GWM
71
Geneos Wealth Management
Colorado
$231K +$196K +3,891 +564%
AAS
72
Avantax Advisory Services
Texas
$227K -$56.5K -1,062 -20%
AWM
73
Accel Wealth Management
Iowa
$215K +$215K +4,035 New
FAIM
74
Financial Advocates Investment Management
Washington
$212K +$212K +5,580 New
BAM
75
Bellevue Asset Management
Washington
$162K -$22.3K -390 -12%
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