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Invesco Dorsey Wright Healthcare Momentum ETF
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Overview Fund Activity

66 hedge funds and large institutions have $610M invested in Invesco Dorsey Wright Healthcare Momentum ETF in 2020 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 28 increasing their positions, 11 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
66
Holders Change
+8
Holders Change %
+13.79%
% of All Funds
1.36%
Holding in Top 10
4
Holding in Top 10 Change
+4
Holding in Top 10 Change %
%
% of All Funds
0.08%
New
18
Increased
28
Reduced
11
Closed
9
Calls
$404K
Puts
$367K
Net Calls
+$37K
Net Calls Change
-$244K

Top Buyers

1
Citigroup
Citigroup
New York
$343M
2
Bank of America
Bank of America
North Carolina
$69.9M
3
Wells Fargo
Wells Fargo
California
$16.5M
4
LPL Financial
LPL Financial
California
$12.9M
5
TFA
Transamerica Financial Advisors
Florida
$4.17M

Top Sellers

1
SI
Stephens Inc
Arkansas
$3.08M
2
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$3.25M
3
RJFSA
Raymond James Financial Services Advisors
Florida
$24M
4
Truist Financial
Truist Financial
North Carolina
$1.26M
5
NFG
Next Financial Group
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Citigroup
1
Citigroup
New York
$343M +$343M +8,400,261 +126,701%
Bank of America
2
Bank of America
North Carolina
$69.9M +$36.5M +896,463 +110%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$24M -$840K -20,610 -3%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$20.5M +$650K +15,945 +3%
Morgan Stanley
5
Morgan Stanley
New York
$17.5M +$3.43M +84,072 +24%
Wells Fargo
6
Wells Fargo
California
$16.5M +$11.7M +287,703 +246%
LPL Financial
7
LPL Financial
California
$12.9M +$8.7M +213,582 +206%
HighTower Advisors
8
HighTower Advisors
Illinois
$10.5M -$67.6K -1,659 -0.6%
UBS Group
9
UBS Group
Switzerland
$10.1M +$2.28M +55,884 +29%
Ameriprise
10
Ameriprise
Minnesota
$6.11M +$1.18M +28,854 +24%
Goldman Sachs
11
Goldman Sachs
New York
$6.09M +$2.25M +55,149 +58%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$5.61M +$2.82M +69,114 +101%
RFWA
13
RPg Family Wealth Advisory
Massachusetts
$4.82M -$50.5K -1,239 -1%
TFA
14
Transamerica Financial Advisors
Florida
$4.17M +$3.99M +97,797 +2,162%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$4.11M +$2.58M +63,168 +168%
Stifel Financial
16
Stifel Financial
Missouri
$3.89M +$3.38M +82,953 +662%
RJA
17
Raymond James & Associates
Florida
$3.45M +$189K +4,644 +6%
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$3.25M -$933K -22,905 -22%
EWP
19
Engrave Wealth Partners
Texas
$3.12M +$3.12M +76,662 New
SI
20
Stephens Inc
Arkansas
$3.08M -$942K -23,109 -23%
Osaic Holdings
21
Osaic Holdings
Arizona
$3.04M +$1.93M +47,466 +174%
CAN
22
Cetera Advisor Networks
California
$2.71M +$1.79M +43,971 +196%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$2.59M +$2.19M +53,811 +558%
PAG
24
Private Advisor Group
New Jersey
$2.4M +$228K +5,607 +11%
BWA
25
Beam Wealth Advisors
Louisiana
$2.34M +$414K +10,002 +21%
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