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Invesco Dorsey Wright Momentum ETF
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Overview Fund Activity

149 hedge funds and large institutions have $1.03B invested in Invesco Dorsey Wright Momentum ETF in 2018 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 44 increasing their positions, 51 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
149
Holders Change
+2
Holders Change %
+1.36%
% of All Funds
3.41%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.14%
New
19
Increased
44
Reduced
51
Closed
16
Calls
$555K
Puts
–
Net Calls
+$555K
Net Calls Change
+$140K

Top Buyers

1
Citigroup
Citigroup
New York
+$140M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$29.9M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$7.65M
4
BTS
BB&T Securities
Virginia
+$5.27M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$3.18M

Top Sellers

1
MML Investors Services
MML Investors Services
Massachusetts
-$29.2M
2
SFI
SPC Financial Inc
Maryland
-$18.3M
3
QA
Quantitative Advantage
Minnesota
-$16.2M
4
PFS
Prospera Financial Services
Texas
-$15.9M
5
BCM
Barometer Capital Management
Ontario, Canada
-$5.98M
Name Holding Trade Value Shares
Change 		Shares
Change %
Stifel Financial
26
Stifel Financial
Missouri
$8.66M -$513K -8,596 -6%
OPCM
27
Osborne Partners Capital Management
California
$7.17M -$252K -4,233 -3%
FAAS
28
First Allied Advisory Services
California
$5.32M -$155K -2,600 -3%
JPMorgan Chase & Co
29
JPMorgan Chase & Co
New York
$5.28M -$20.9K -351 -0.4%
Baird Financial Group
30
Baird Financial Group
Wisconsin
$5.27M +$98.2K +1,653 +2%
GSC
31
G&S Capital
Colorado
$4.44M -$1.74M -29,174 -28%
LTFS
32
Ladenburg Thalmann Financial Services
Florida
$4.05M +$1.02M +17,180 +34%
KFGK
33
Keystone Financial Group (Kentucky)
Kentucky
$3.88M -$31.7K -534 -0.8%
BCM
34
Barometer Capital Management
Ontario, Canada
$3.5M -$5.98M -100,400 -63%
CM
35
Columbus Macro
Pennsylvania
$3.4M -$122K -2,046 -3%
BRWA
36
B. Riley Wealth Advisors
Florida
$3.33M +$17K +286 +0.5%
Envestnet Asset Management
37
Envestnet Asset Management
Illinois
$3.18M +$3.18M +53,371 New
OC
38
Oppenheimer & Co
New York
$3.15M +$378K +6,338 +14%
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$2.96M +$685K +11,488 +30%
PMG
40
ProVise Management Group
Florida
$2.83M -$59.4K -997 -2%
Koshinski Asset Management
41
Koshinski Asset Management
Illinois
$2.58M +$955K +16,025 +59%
PAG
42
Private Advisory Group
Washington
$2.3M +$96.3K +1,736 +4%
MAP
43
Milestone Advisory Partners
North Carolina
$2.02M +$132K +2,216 +7%
DADC
44
D.A. Davidson & Co
Montana
$2M -$299K -5,023 -13%
SG Americas Securities
45
SG Americas Securities
New York
$1.75M +$1.75M +29,393 New
AF
46
Advisornet Financial
Minnesota
$1.55M -$164K -2,745 -10%
SI
47
Stephens Inc
Arkansas
$1.49M +$1.49M +24,917 New
CAN
48
Cetera Advisor Networks
California
$1.42M +$307K +5,172 +27%
CS
49
Credit Suisse
Switzerland
$1.33M -$678K -11,375 -34%
Jane Street
50
Jane Street
New York
$1.19M +$1.19M +19,980 New
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