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Invesco Dorsey Wright Healthcare Momentum ETF
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Overview Fund Activity

97 hedge funds and large institutions have $187M invested in Invesco Dorsey Wright Healthcare Momentum ETF in 2021 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 16 increasing their positions, 41 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
97
Holders Change
–
Holders Change %
0%
% of All Funds
1.5%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
12
Increased
16
Reduced
41
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Stifel Financial
1
Stifel Financial
Missouri
$12M
2
TRCT
2
Tower Research Capital (TRC)
New York
$2.01M
3
CI
3
Cavalier Investments
Georgia
$6.81M
4
CA
4
Calton & Associates
Florida
$2.31M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$21.3M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$1.65M
2
AIP
2
Ahrens Investment Partners
Louisiana
$241K
3
Citadel Advisors
3
Citadel Advisors
Florida
$1.63M
4
MIH
4
Meitav Investment House
Israel
$9.45M
5
LPL Financial
5
LPL Financial
California
$14.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
BAM
76
Bellevue Asset Management
Washington
$106K -$25.9K -501 -20%
BCV
77
Banque Cantonale Vaudoise
Switzerland
$69K -$2.65K -51 -4%
PA
78
Parallel Advisors
California
$62K – – –
Citigroup
79
Citigroup
New York
$53K -$141K -2,760 -73%
National Bank of Canada
80
National Bank of Canada
Quebec, Canada
$50K +$50K +966 New
S
81
SignatureFD
Georgia
$39K – – –
APA
82
American Portfolios Advisors
New York
$32.8K -$11.8K -228 -26%
SWM
83
Selective Wealth Management
Virginia
$31K – – –
POIA
84
Pin Oak Investment Advisors
Texas
$30K – – –
KPCM
85
Kings Point Capital Management
New York
$23K -$15.3K -291 -40%
MPCG
86
Matrix Private Capital Group
New York
$23K – – –
Carson Wealth (CWM LLC)
87
Carson Wealth (CWM LLC)
Nebraska
$22K +$22K +432 New
TWM
88
Tradition Wealth Management
Minnesota
$19K – – –
Fidelity Investments
89
Fidelity Investments
Massachusetts
$17K – – –
CIAS
90
Capital Investment Advisory Services
North Carolina
$15K – – –
FFA
91
Founders Financial Alliance
North Carolina
$10K – – –
NFG
92
Next Financial Group
Texas
$8K -$24.6K -462 -75%
CT
93
Cambridge Trust
Massachusetts
$7K +$7K +135 New
KFI
94
Key Financial Inc
Pennsylvania
$6K – – –
Rockefeller Capital Management
95
Rockefeller Capital Management
New York
$6K – – –
FF
96
FourThought Financial
Florida
$3K – – –
WIM
97
Westside Investment Management
California
$15 – – –
TCWM
98
Total Clarity Wealth Management
Illinois
– -$376K -7,002 Closed
IA
99
Insight Advisors
Pennsylvania
– -$291K -5,313 Closed
RAM
100
Riggs Asset Management
Pennsylvania
– -$230K -4,293 Closed
1 2 3
4
5