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Invesco Dorsey Wright Basic Materials Momentum ETF

32 hedge funds and large institutions have $16M invested in Invesco Dorsey Wright Basic Materials Momentum ETF in 2020 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 10 increasing their positions, 6 reducing their positions, and 3 closing their positions.

Holders
32
Holders Change
+6
Holders Change %
+23.08%
% of All Funds
0.57%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
10
Reduced
6
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$2.31M 32,315 +25,659 +386%
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$2.01M 28,138 +28,138 New
PAG
3
Private Advisor Group
New Jersey
$1.93M 26,909 +26,909 New
Morgan Stanley
4
Morgan Stanley
New York
$1.34M 18,702 +10,182 +120%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$1.01M 14,067 +986 +8%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$923K 12,905 +2,265 +21%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$834K 11,658 -21,034 -64%
CWM
8
Concentric Wealth Management
California
$803K 11,225 -1,000 -8%
AAS
9
Avantax Advisory Services
Texas
$737K 10,286 -11,437 -53%
CWA
10
Capital Wealth Alliance
Arizona
$534K 7,366 +7,366 New
Ameriprise
11
Ameriprise
Minnesota
$528K 7,384 +7,384 New
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$436K 6,099 -6,297 -51%
SFI
13
SPC Financial Inc
Maryland
$365K 5,096 +5,096 New
PP
14
PDS Planning
Ohio
$345K 4,823 +1 +0%
Wells Fargo
15
Wells Fargo
California
$321K 4,495 +2,226 +98%
OWA
16
Octavia Wealth Advisors
Ohio
$253K 3,542 +3,542 New
SAM
17
SignalPoint Asset Management
Missouri
$247K 3,455 +3,455 New
Bank of America
18
Bank of America
North Carolina
$222K 3,109 +286 +10%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$205K 2,874 -22,985 -89%
UBS Group
20
UBS Group
Switzerland
$186K 2,599 +1,416 +120%
TFA
21
Transamerica Financial Advisors
Florida
$92K 1,282 +1,282 New
Osaic Holdings
22
Osaic Holdings
Arizona
$84K 1,176 +598 +103%
LWANC
23
Laurel Wealth Advisors (North Carolina)
North Carolina
$51K 714 +2 +0.3%
ASN
24
Advisory Services Network
Georgia
$48K 667 +667 New
BAM
25
Bellevue Asset Management
Washington
$36K 490 -398 -45%