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Invesco Dorsey Wright Healthcare Momentum ETF
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Overview Fund Activity

97 hedge funds and large institutions have $196M invested in Invesco Dorsey Wright Healthcare Momentum ETF in 2021 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 31 increasing their positions, 28 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
97
Holders Change
-6
Holders Change %
-5.83%
% of All Funds
1.7%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
31
Reduced
28
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MIH
Meitav Investment House
Israel
$11.5M
2
RJA
Raymond James & Associates
Florida
$6.59M
3
AIP
Ahrens Investment Partners
Louisiana
$3.64M
4
Citadel Advisors
Citadel Advisors
Florida
$3.9M
5
FTUS
Flow Traders U.S.
New York
$2.13M

Top Sellers

1
BFA
Beaumont Financial Advisors
Massachusetts
$0
2
Bank of America
Bank of America
North Carolina
$7.23M
3
RJFSA
Raymond James Financial Services Advisors
Florida
$11.4M
4
PVH
Psagot Value Holdings
Israel
$192K
5
DFG
Demars Financial Group
Washington
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Koshinski Asset Management
76
Koshinski Asset Management
Illinois
$111K +$111K +2,067 New
SWA
77
SOA Wealth Advisors
New York
$83K – – –
BCV
78
Banque Cantonale Vaudoise
Switzerland
$74K – – –
PA
79
Parallel Advisors
California
$64K – – –
Barclays
80
Barclays
United Kingdom
$52K +$52K +972 New
APA
81
American Portfolios Advisors
New York
$46.4K -$8.05K -150 -15%
S
82
SignatureFD
Georgia
$40K – – –
KPCM
83
Kings Point Capital Management
New York
$39K – – –
NFG
84
Next Financial Group
Texas
$33K – – –
SWM
85
Selective Wealth Management
Virginia
$32K – – –
POIA
86
Pin Oak Investment Advisors
Texas
$31K +$31K +585 New
MPCG
87
Matrix Private Capital Group
New York
$24K – – –
KIG
88
Kowal Investment Group
Wisconsin
$24K +$24K +450 New
TWM
89
Tradition Wealth Management
Minnesota
$19K – – –
Fidelity Investments
90
Fidelity Investments
Massachusetts
$18K -$804 -15 -4%
HIIFS
91
Harel Insurance Investments & Financial Services
Israel
$18K +$18K +330 New
CIAS
92
Capital Investment Advisory Services
North Carolina
$16K – – –
FFA
93
Founders Financial Alliance
North Carolina
$10K – – –
Rockefeller Capital Management
94
Rockefeller Capital Management
New York
$6K – – –
KFI
95
Key Financial Inc
Pennsylvania
$6K – – –
FF
96
FourThought Financial
Florida
$3K – – –
WIM
97
Westside Investment Management
California
$16 – – –
BFA
98
Beaumont Financial Advisors
Massachusetts
– -$7.85M -141,687 Closed
DFG
99
Demars Financial Group
Washington
– -$2.03M -36,567 Closed
SIM
100
Seaview Investment Managers
Florida
– -$1.28M -23,106 Closed
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4
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