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Invesco Dorsey Wright Healthcare Momentum ETF
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Overview Fund Activity

103 hedge funds and large institutions have $406M invested in Invesco Dorsey Wright Healthcare Momentum ETF in 2020 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 37 increasing their positions, 21 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
103
Holders Change
+28
Holders Change %
+37.33%
% of All Funds
1.83%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
35
Increased
37
Reduced
21
Closed
6
Calls
$304K
Puts
$272K
Net Calls
+$32K
Net Calls Change
-$199K

Top Buyers

1
MIH
Meitav Investment House
Israel
$26.8M
2
UBS Group
UBS Group
Switzerland
$20.5M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$7.49M
4
RJFSA
Raymond James Financial Services Advisors
Florida
$47.4M
5
CI
Cavalier Investments
Georgia
$4.08M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$750K
2
LPL Financial
LPL Financial
California
$19.2M
3
SL
Systelligence LLC
Minnesota
$1.55M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$580K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$22.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$96.4M +$3.71M +69,564 +4%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$47.4M +$6.45M +120,933 +16%
MIH
3
Meitav Investment House
Israel
$26.8M +$26.8M +502,188 New
Morgan Stanley
4
Morgan Stanley
New York
$25.4M +$548K +10,269 +2%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$22.6M -$875K -16,407 -4%
Wells Fargo
6
Wells Fargo
California
$22.2M +$1.67M +31,302 +8%
UBS Group
7
UBS Group
Switzerland
$20.5M +$7.01M +131,301 +52%
LPL Financial
8
LPL Financial
California
$19.2M -$2.41M -45,114 -11%
HighTower Advisors
9
HighTower Advisors
Illinois
$14.2M +$547K +10,254 +4%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$8.19M +$88.4K +1,656 +1%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$7.49M +$6.53M +122,463 +685%
Osaic Holdings
12
Osaic Holdings
Arizona
$6.52M +$1.59M +29,859 +32%
RFWA
13
RPg Family Wealth Advisory
Massachusetts
$6.34M -$15.2K -285 -0.2%
MCC
14
Money Concepts Capital
Florida
$5.84M +$5.84M +109,497 New
Stifel Financial
15
Stifel Financial
Missouri
$5.53M +$5.76K +108 +0.1%
Ameriprise
16
Ameriprise
Minnesota
$5.42M +$858K +16,068 +19%
FMP
17
Financial Management Professionals
Texas
$5.14M +$9.44K +177 +0.2%
RJA
18
Raymond James & Associates
Florida
$4.73M -$241K -4,515 -5%
CI
19
Cavalier Investments
Georgia
$4.08M +$4.08M +76,524 New
MML Investors Services
20
MML Investors Services
Massachusetts
$3.42M +$101K +1,893 +3%
BWA
21
Beam Wealth Advisors
Louisiana
$2.48M -$589K -11,034 -19%
NL
22
NWAM LLC
Washington
$2.36M -$140K -2,622 -6%
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$2.23M +$839K +15,732 +60%
NA
24
NewEdge Advisors
Louisiana
$2.22M +$237K +4,443 +12%
CAN
25
Cetera Advisor Networks
California
$1.87M +$454K +8,514 +32%
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