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Invesco Dorsey Wright Healthcare Momentum ETF
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Overview Fund Activity

103 hedge funds and large institutions have $212M invested in Invesco Dorsey Wright Healthcare Momentum ETF in 2021 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 25 increasing their positions, 44 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
103
Holders Change
-4
Holders Change %
-3.74%
% of All Funds
1.8%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
11
Increased
25
Reduced
44
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BFA
Beaumont Financial Advisors
Massachusetts
$7.85M
2
RJFSA
Raymond James Financial Services Advisors
Florida
$17.7M
3
MIH
Meitav Investment House
Israel
$4.61M
4
PVH
Psagot Value Holdings
Israel
$3.24M
5
CF
Centaurus Financial
California
$1.26M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$14.4M
2
UBS Group
UBS Group
Switzerland
$10.3M
3
Citadel Advisors
Citadel Advisors
Florida
$373K
4
Goldman Sachs
Goldman Sachs
New York
$1.29M
5
MML Investors Services
MML Investors Services
Massachusetts
$1.11M
Name Holding Trade Value Shares
Change 		Shares
Change %
WP
76
WealthShield Partners
North Carolina
$185K +$41.4K +747 +29%
HI
77
Harbour Investments
Wisconsin
$167K -$28.6K -516 -15%
BFEC
78
Benjamin F. Edwards & Company
Missouri
$166K – – –
CAAS
79
Capital Asset Advisory Services
Michigan
$164K – – –
MIM
80
MTM Investment Management
South Carolina
$154K – – –
BAM
81
Bellevue Asset Management
Washington
$142K -$13.2K -237 -8%
AIC
82
Ayalon Insurance Company
Israel
$100K +$46.3K +831 +86%
GRP
83
Global Retirement Partners
California
$96K -$1.17K -21 -1%
SWA
84
SOA Wealth Advisors
New York
$86K -$9.9K -180 -10%
BCV
85
Banque Cantonale Vaudoise
Switzerland
$76K – – –
PA
86
Parallel Advisors
California
$67K – – –
APA
87
American Portfolios Advisors
New York
$56.2K – – –
S
88
SignatureFD
Georgia
$42K +$42K +750 New
KPCM
89
Kings Point Capital Management
New York
$40K – – –
NFG
90
Next Financial Group
Texas
$34K +$25.7K +462 +308%
SWM
91
Selective Wealth Management
Virginia
$33K +$33K +600 New
MPCG
92
Matrix Private Capital Group
New York
$25K – – –
TWM
93
Tradition Wealth Management
Minnesota
$20K – – –
Fidelity Investments
94
Fidelity Investments
Massachusetts
$19K -$2.27K -42 -11%
CIAS
95
Capital Investment Advisory Services
North Carolina
$17K -$4.25K -75 -20%
Carson Wealth (CWM LLC)
96
Carson Wealth (CWM LLC)
Nebraska
$15K – – –
FFA
97
Founders Financial Alliance
North Carolina
$10K – – –
KFI
98
Key Financial Inc
Pennsylvania
$7K – – –
Rockefeller Capital Management
99
Rockefeller Capital Management
New York
$6K +$6K +117 New
FPW
100
Flagship Private Wealth
Massachusetts
$4.63K – – –
1 2 3
4
5