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Invesco Dorsey Wright SmallCap Momentum ETF

62 hedge funds and large institutions have $147M invested in Invesco Dorsey Wright SmallCap Momentum ETF in 2018 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 29 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
62
Holders Change
-5
Holders Change %
-7.46%
% of All Funds
1.38%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
8
Increased
15
Reduced
29
Closed
13
Calls
$479K
Puts
Net Calls
+$479K
Net Calls Change
+$203K
Name Holding Trade Value Shares
Change
Shares
Change %
RJFSA
26
Raymond James Financial Services Advisors
Florida
$640K -$12.3K -284 -2%
AG
27
Advisor Group
Arizona
$600K +$128K +2,957 +27%
VF
28
Virtu Financial
New York
$584K -$655K -15,053 -53%
CAN
29
Cetera Advisor Networks
California
$517K -$103K -2,387 -17%
BIA
30
Biondo Investment Advisors
Pennsylvania
$468K +$6.3K +145 +1%
GA
31
Gateway Advisory
New Jersey
$451K -$32.7K -750 -7%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$445K -$85.9K -1,978 -16%
HighTower Advisors
33
HighTower Advisors
Illinois
$435K
SWP
34
Stratos Wealth Partners
Ohio
$418K +$958 +22 +0.2%
Citigroup
35
Citigroup
New York
$408K +$326K +7,492 +396%
Citadel Advisors
36
Citadel Advisors
Florida
$391K +$391K +8,992 New
AIP
37
Almanack Investment Partners
Pennsylvania
$384K -$200K -4,594 -34%
WI
38
Wintrust Investments
Illinois
$327K
PJSIMP
39
P.J. Schmidt Investment Management (PJS)
Wisconsin
$326K
JPMorgan Chase & Co
40
JPMorgan Chase & Co
New York
$280K -$741 -17 -0.3%
SC
41
Scotia Capital
Ontario, Canada
$271K +$19.9K +457 +8%
BFEC
42
Benjamin F. Edwards & Company
Missouri
$214K +$13.1K +300 +7%
Envestnet Asset Management
43
Envestnet Asset Management
Illinois
$213K +$213K +4,897 New
LTFS
44
Ladenburg Thalmann Financial Services
Florida
$176K -$10.5K -240 -6%
AF
45
Advisornet Financial
Minnesota
$110K -$1.87K -43 -2%
FCA
46
FinTrust Capital Advisors
South Carolina
$65K +$65K +1,500 New
UBS AM
47
UBS AM
Illinois
$64.1K +$64.1K +1,473 New
GWM
48
Geneos Wealth Management
Colorado
$59K -$10.7K -250 -15%
PNC Financial Services Group
49
PNC Financial Services Group
Pennsylvania
$51K +$23.7K +541 +87%
MA
50
MCF Advisors
Kentucky
$43K