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Invesco Dorsey Wright Healthcare Momentum ETF
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Overview Fund Activity

103 hedge funds and large institutions have $212M invested in Invesco Dorsey Wright Healthcare Momentum ETF in 2021 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 25 increasing their positions, 44 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
103
Holders Change
-4
Holders Change %
-3.74%
% of All Funds
1.8%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
11
Increased
25
Reduced
44
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BFA
1
Beaumont Financial Advisors
Massachusetts
$7.85M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$17.7M
3
MIH
3
Meitav Investment House
Israel
$4.61M
4
PVH
4
Psagot Value Holdings
Israel
$3.24M
5
CF
5
Centaurus Financial
California
$1.26M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$14.4M
2
UBS Group
2
UBS Group
Switzerland
$10.3M
3
Citadel Advisors
3
Citadel Advisors
Florida
$373K
4
Goldman Sachs
4
Goldman Sachs
New York
$1.29M
5
MML Investors Services
5
MML Investors Services
Massachusetts
$1.11M
Name Holding Trade Value Shares
Change 		Shares
Change %
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$22.5M -$48.2K -870 -0.2%
Morgan Stanley
2
Morgan Stanley
New York
$20.9M -$1.16M -20,844 -5%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$17.7M +$7.41M +133,587 +72%
Wells Fargo
4
Wells Fargo
California
$17.3M -$1.23M -22,227 -7%
LPL Financial
5
LPL Financial
California
$16.2M -$562K -10,146 -3%
Bank of America
6
Bank of America
North Carolina
$14.4M -$30.3M -546,963 -68%
UBS Group
7
UBS Group
Switzerland
$10.3M -$6.9M -124,500 -40%
BFA
8
Beaumont Financial Advisors
Massachusetts
$7.85M +$7.85M +141,687 New
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$6.21M -$153K -2,760 -2%
KHLMVGHM
10
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$5.27M +$229K +4,128 +5%
RFWA
11
RPg Family Wealth Advisory
Massachusetts
$5.02M +$5.02M +90,558 New
CI
12
Cavalier Investments
Georgia
$4.89M +$311K +5,616 +7%
MIH
13
Meitav Investment House
Israel
$4.61M +$1.78M +32,136 +63%
PVH
14
Psagot Value Holdings
Israel
$3.24M +$1.59M +28,635 +96%
Ameriprise
15
Ameriprise
Minnesota
$3.19M -$894K -16,104 -22%
PFS
16
Prospera Financial Services
Texas
$2.8M -$1.12M -20,118 -29%
Osaic Holdings
17
Osaic Holdings
Arizona
$2.49M -$825K -14,874 -25%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$2.25M -$943K -17,022 -30%
RJA
19
Raymond James & Associates
Florida
$2.08M +$23K +414 +1%
DFG
20
Demars Financial Group
Washington
$2.03M +$104K +1,878 +5%
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
$1.99M -$179K -3,222 -8%
CA
22
Calton & Associates
Florida
$1.77M -$4.49K -81 -0.3%
BWA
23
Beam Wealth Advisors
Louisiana
$1.74M -$870K -15,693 -33%
SAM
24
SignalPoint Asset Management
Missouri
$1.61M – – –
IWM
25
IHT Wealth Management
Illinois
$1.49M +$80K +1,443 +6%
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