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Invesco Dorsey Wright Healthcare Momentum ETF
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Overview Fund Activity

58 hedge funds and large institutions have $117M invested in Invesco Dorsey Wright Healthcare Momentum ETF in 2020 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 22 increasing their positions, 7 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
58
Holders Change
+7
Holders Change %
+13.73%
% of All Funds
1.28%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
22
Reduced
7
Closed
8
Calls
$281K
Puts
–
Net Calls
+$281K
Net Calls Change
+$281K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$19.8M
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$16.2M
3
HighTower Advisors
HighTower Advisors
Illinois
+$7.38M
4
SI
Stephens Inc
Arkansas
+$2.8M
5
Morgan Stanley
Morgan Stanley
New York
+$2.33M

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.82M
2
ACM
Avalon Capital Management
California
-$2.65M
3
TRCT
Tower Research Capital (TRC)
New York
-$533K
4
Millennium Management
Millennium Management
New York
-$339K
5
IAA
Independent Advisor Alliance
North Carolina
-$219K
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$23.3M +$19.8M +696,852 +573%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$17.4M +$16.2M +570,207 +1,407%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$13.8M +$904K +31,809 +7%
Morgan Stanley
4
Morgan Stanley
New York
$9.82M +$2.33M +82,155 +31%
HighTower Advisors
5
HighTower Advisors
Illinois
$7.38M +$7.38M +259,236 New
UBS Group
6
UBS Group
Switzerland
$5.47M +$1.88M +66,045 +52%
Ameriprise
7
Ameriprise
Minnesota
$3.43M +$2.1M +74,109 +158%
RFWA
8
RPg Family Wealth Advisory
Massachusetts
$3.39M -$12.7K -447 -0.4%
Wells Fargo
9
Wells Fargo
California
$3.32M +$1.65M +58,137 +99%
LPL Financial
10
LPL Financial
California
$2.94M +$1.38M +48,642 +89%
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$2.92M +$2.07M +72,921 +246%
SI
12
Stephens Inc
Arkansas
$2.8M +$2.8M +98,679 New
Goldman Sachs
13
Goldman Sachs
New York
$2.68M +$2.15M +75,696 +407%
RJA
14
Raymond James & Associates
Florida
$2.28M +$1.94M +68,292 +577%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$1.95M +$303K +10,650 +18%
PAG
16
Private Advisor Group
New Jersey
$1.52M +$1.52M +53,391 New
BWA
17
Beam Wealth Advisors
Louisiana
$1.33M +$1.33M +46,659 New
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$1.07M -$2.82M -99,198 -73%
Truist Financial
19
Truist Financial
North Carolina
$985K +$985K +34,635 New
SAM
20
SignalPoint Asset Management
Missouri
$865K +$28.4K +999 +3%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$850K +$363K +12,765 +75%
Osaic Holdings
22
Osaic Holdings
Arizona
$774K +$774K +27,231 New
CAN
23
Cetera Advisor Networks
California
$637K +$274K +9,639 +76%
IWM
24
IHT Wealth Management
Illinois
$625K -$11.4K -402 -2%
SPIA
25
Steward Partners Investment Advisory
New York
$622K +$136K +4,800 +28%
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