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Invesco Dorsey Wright Basic Materials Momentum ETF
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Overview Fund Activity

54 hedge funds and large institutions have $115M invested in Invesco Dorsey Wright Basic Materials Momentum ETF in 2021 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 16 increasing their positions, 5 reducing their positions, and 3 closing their positions.

Holders
54
Holders Change
+17
Holders Change %
+45.95%
% of All Funds
0.94%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
20
Increased
16
Reduced
5
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$17.6M
2
Morgan Stanley
2
Morgan Stanley
New York
$16.9M
3
Goldman Sachs
3
Goldman Sachs
New York
$7.93M
4
UBS Group
4
UBS Group
Switzerland
$7M
5
Truist Financial
5
Truist Financial
North Carolina
$5.5M

Top Sellers

1
SFS
1
Sowell Financial Services
Arkansas
$0
2
AIC
2
Ameritas Investment Company
Nebraska
$0
3
OWA
3
Octavia Wealth Advisors
Ohio
$299K
4
TFA
4
Transamerica Financial Advisors
Florida
$113K
5
AAS
5
Avantax Advisory Services
Texas
$894K
Name Market Value Shares Shares
Change 		Shares
Change %
SFI
26
SPC Financial Inc
Maryland
$602K 6,838 +34 +0.5%
PFS
27
Prospera Financial Services
Texas
$534K 6,067 +6,067 New
MWM
28
Maltin Wealth Management
New Jersey
$510K 5,797 +5,797 New
MWM
29
MinichMacGregor Wealth Management
New York
$377K 4,287 +4,287 New
NFG
30
Next Financial Group
Texas
$360K 4,091 +4,091 New
SAM
31
SignalPoint Asset Management
Missouri
$314K 3,571 – –
OWA
32
Octavia Wealth Advisors
Ohio
$299K 3,403 -219 -6%
PP
33
PDS Planning
Ohio
$297K 3,372 – –
Bank of America
34
Bank of America
North Carolina
$272K 3,086 – –
WWM
35
Western Wealth Management
Colorado
$216K 2,465 +2,465 New
GWSG
36
GPS Wealth Strategies Group
Colorado
$136K 1,542 +1,542 New
ASN
37
Advisory Services Network
Georgia
$120K 1,365 +1,365 New
TFA
38
Transamerica Financial Advisors
Florida
$113K 1,282 -124 -9%
LWANC
39
Laurel Wealth Advisors (North Carolina)
North Carolina
$63K 715 – –
IA
40
IFP Advisors
Florida
$47K 536 +536 New
BAM
41
Bellevue Asset Management
Washington
$40K 457 -13 -3%
FHA
42
First Horizon Advisors
Tennessee
$37K 423 +423 New
FF
43
FourThought Financial
Florida
$32K 375 – –
ME
44
McIlrath & Eck
Washington
$29K 325 – –
AF
45
Advisornet Financial
Minnesota
$28K 317 – –
Carson Wealth (CWM LLC)
46
Carson Wealth (CWM LLC)
Nebraska
$20K 229 – –
CIAS
47
Capital Investment Advisory Services
North Carolina
$14K 157 – –
HI
48
Harbour Investments
Wisconsin
$11K 125 +125 New
APA
49
American Portfolios Advisors
New York
$8.8K 100 +100 New
GWM
50
Geneos Wealth Management
Colorado
$8K 100 – –
1
2
3