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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
+$7.01M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$6.53M
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$6.45M
5
CI
Cavalier Investments
Georgia
+$4.08M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$6.2M
2
LPL Financial
LPL Financial
California
-$2.41M
3
SL
Systelligence LLC
Minnesota
-$2.04M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.01M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$875K
Name Holding Trade Value Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
76
Northwestern Mutual Wealth Management
Wisconsin
$149K +$149K +2,793 New
MIM
77
MTM Investment Management
South Carolina
$148K +$148K +2,778 New
CAAS
78
Capital Asset Advisory Services
Michigan
$126K +$16K +300 +15%
EFSCE
79
Enterprise Financial Services Corp (EFSC)
Missouri
$110K +$110K +2,061 New
SWA
80
SOA Wealth Advisors
New York
$89K +$89K +1,431 New
APA
81
American Portfolios Advisors
New York
$87.7K +$71.7K +1,344 +448%
SFS
82
Sowell Financial Services
Arkansas
$80K – – –
TWM
83
Tradition Wealth Management
Minnesota
$75K +$75K +1,401 New
BCV
84
Banque Cantonale Vaudoise
Switzerland
$74K -$1.29K -24 -2%
PA
85
Parallel Advisors
California
$64K – – –
KPCM
86
Kings Point Capital Management
New York
$55K – – –
GRP
87
Global Retirement Partners
California
$47K +$47K +879 New
CAPTRUST Financial Advisors
88
CAPTRUST Financial Advisors
North Carolina
$43K +$19K +357 +79%
POIA
89
Pin Oak Investment Advisors
Texas
$31K +$11.1K +210 +56%
Bessemer Group
90
Bessemer Group
New Jersey
$26K +$26K +480 New
MPCG
91
Matrix Private Capital Group
New York
$24K +$24K +450 New
CIAS
92
Capital Investment Advisory Services
North Carolina
$20K -$4K -75 -17%
Simplex Trading
93
Simplex Trading
Illinois
$16K – – –
FDCDDQ
94
Federation des caisses Desjardins du Quebec
Quebec, Canada
$15.5K +$15.5K +291 New
Carson Wealth (CWM LLC)
95
Carson Wealth (CWM LLC)
Nebraska
$15K – – –
AC
96
AlphaCore Capital
California
$12K – – –
FFA
97
Founders Financial Alliance
North Carolina
$10K +$10K +189 New
JCM
98
Jacobi Capital Management
Pennsylvania
$8K +$8K +150 New
Fidelity Investments
99
Fidelity Investments
Massachusetts
$6K -$298K -5,208 -98%
KFI
100
Key Financial Inc
Pennsylvania
$6K +$6K +120 New
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