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Invesco Dorsey Wright Momentum ETF
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Overview Fund Activity

153 hedge funds and large institutions have $901M invested in Invesco Dorsey Wright Momentum ETF in 2018 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 43 increasing their positions, 62 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
153
Holders Change
–
Holders Change %
0%
% of All Funds
3.51%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.18%
New
14
Increased
43
Reduced
62
Closed
12
Calls
$342K
Puts
–
Net Calls
+$342K
Net Calls Change
-$195K

Top Buyers

1
EC
1
Estate Counselors
Wisconsin
$9.87M
2
BTS
2
BB&T Securities
Virginia
$22.4M
3
BCM
3
Barometer Capital Management
Ontario, Canada
$6.82M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$32.6M
5
Wells Fargo
5
Wells Fargo
California
$77.6M

Top Sellers

1
CCS
1
Crosspoint Capital Strategies
California
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$98.3M
3
Bank of America
3
Bank of America
North Carolina
$33.7M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$32.7M
5
MML Investors Services
5
MML Investors Services
Massachusetts
$38.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
FAAS
26
First Allied Advisory Services
California
$7.28M -$2.4M -45,524 -25%
OPCM
27
Osborne Partners Capital Management
California
$6.87M -$582K -11,057 -8%
BCM
28
Barometer Capital Management
Ontario, Canada
$6.82M +$6.82M +129,400 New
GSC
29
G&S Capital
Colorado
$5.5M -$326K -6,198 -6%
CM
30
Columbus Macro
Pennsylvania
$5.49M -$330K -6,273 -6%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$4.35M -$1.84M -35,035 -30%
JPMorgan Chase & Co
32
JPMorgan Chase & Co
New York
$4.24M +$969K +18,402 +30%
Baird Financial Group
33
Baird Financial Group
Wisconsin
$4.11M -$79.9K -1,518 -2%
IFWM
34
Institute for Wealth Management
Colorado
$3.34M -$166K -3,155 -5%
KFGK
35
Keystone Financial Group (Kentucky)
Kentucky
$3.16M -$242K -4,731 -7%
Jane Street
36
Jane Street
New York
$2.92M +$1.39M +26,482 +92%
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$2.85M +$487K +9,244 +21%
BRWA
38
B. Riley Wealth Advisors
Florida
$2.75M +$2.75M +52,174 New
LTFS
39
Ladenburg Thalmann Financial Services
Florida
$2.67M +$113K +2,151 +4%
CS
40
Credit Suisse
Switzerland
$2.67M +$742K +14,087 +39%
CIBC World Market
41
CIBC World Market
Ontario, Canada
$2.56M +$2.56M +48,575 New
MAP
42
Milestone Advisory Partners
North Carolina
$2.56M +$122K +2,307 +5%
Citadel Advisors
43
Citadel Advisors
Florida
$2.5M +$2.26M +42,938 +942%
William Blair & Company
44
William Blair & Company
Illinois
$2.3M +$144K +2,735 +7%
OC
45
Oppenheimer & Co
New York
$2.25M +$66.8K +1,268 +3%
PAG
46
Private Advisory Group
Washington
$2.2M -$239K -4,540 -10%
HPWM
47
Highland Private Wealth Management
Washington
$2.2M +$2.2M +41,701 New
DADC
48
D.A. Davidson & Co
Montana
$2.14M -$112K -2,128 -5%
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
$1.89M +$1.53M +29,005 +424%
AF
50
Advisornet Financial
Minnesota
$1.7M -$85.3K -1,619 -5%
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