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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 %
HighTower Advisors
1
HighTower Advisors
Illinois
$17.6M 199,598 +199,598 New
Morgan Stanley
2
Morgan Stanley
New York
$16.9M 192,301 +160,128 +498%
Goldman Sachs
3
Goldman Sachs
New York
$7.93M 90,158 +90,158 New
UBS Group
4
UBS Group
Switzerland
$7M 79,556 +63,858 +407%
LPL Financial
5
LPL Financial
California
$6.47M 73,507 +39,602 +117%
Truist Financial
6
Truist Financial
North Carolina
$5.5M 62,521 +62,521 New
Wells Fargo
7
Wells Fargo
California
$5.49M 62,388 +47,443 +317%
Janney Montgomery Scott
8
Janney Montgomery Scott
Pennsylvania
$5.25M 59,662 +11,569 +24%
PAG
9
Private Advisor Group
New Jersey
$5.15M 58,538 +1,891 +3%
Ameriprise
10
Ameriprise
Minnesota
$4.66M 53,053 +44,604 +528%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$4.56M 51,762 +24,323 +89%
Osaic Holdings
12
Osaic Holdings
Arizona
$3.42M 38,879 +34,284 +746%
Stifel Financial
13
Stifel Financial
Missouri
$3.12M 35,408 +35,408 New
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$2.83M 32,174 +11,898 +59%
RJA
15
Raymond James & Associates
Florida
$2.3M 26,098 +20,572 +372%
HCA
16
Heck Capital Advisors
Wisconsin
$2.14M 24,305 +24,305 New
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$2.13M 24,237 +16,424 +210%
SPC
18
Sigma Planning Corp
Michigan
$1.9M 21,552 +21,552 New
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$1.67M 18,919 +6,141 +48%
CWM
20
Concentric Wealth Management
California
$988K 11,225 – –
AAS
21
Avantax Advisory Services
Texas
$894K 10,166 -120 -1%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$727K 8,267 +3,703 +81%
BRWA
23
B. Riley Wealth Advisors
Florida
$712K 8,090 +8,090 New
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$611K 6,950 +3,005 +76%
CWA
25
Capital Wealth Alliance
Arizona
$603K 7,545 -54 -0.7%
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