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Invesco Dorsey Wright Momentum ETF
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Overview Fund Activity

155 hedge funds and large institutions have $699M invested in Invesco Dorsey Wright Momentum ETF in 2018 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 38 increasing their positions, 56 reducing their positions, and 24 closing their positions.

Holders
155
Holders Change
+6
Holders Change %
+4.03%
% of All Funds
3.46%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
31
Increased
38
Reduced
56
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BFG
1
Barber Financial Group
Kansas
$12.9M
2
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$30.1M
3
RJA
3
Raymond James & Associates
Florida
$49.4M
4
MWM
4
MorganRosel Wealth Management
Colorado
$6.41M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$29M

Top Sellers

1
Citigroup
1
Citigroup
New York
$516K
2
GA
2
Gateway Advisory
New Jersey
$1.41M
3
BTS
3
BB&T Securities
Virginia
$13.5M
4
EC
4
Estate Counselors
Wisconsin
$288K
5
UBS Group
5
UBS Group
Switzerland
$36.1M
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$5.23M 107,935 +54,564 +102%
JPMorgan Chase & Co
27
JPMorgan Chase & Co
New York
$4.87M 100,424 +11,968 +14%
Baird Financial Group
28
Baird Financial Group
Wisconsin
$4.34M 89,524 +788 +0.9%
DADC
29
D.A. Davidson & Co
Montana
$4.32M 89,039 +55,511 +166%
Koshinski Asset Management
30
Koshinski Asset Management
Illinois
$4M 82,468 +39,165 +90%
RCG
31
Ruggie Capital Group
Florida
$3.95M 81,508 +67,146 +468%
FAAS
32
First Allied Advisory Services
California
$3.85M 78,996 -10,481 -12%
GFP
33
Gryphon Financial Partners
Ohio
$3.66M 65,799 +65,799 New
Citadel Advisors
34
Citadel Advisors
Florida
$3.26M 67,219 +47,582 +242%
IFWM
35
Institute for Wealth Management
Colorado
$3.19M 65,798 +65,798 New
KFGK
36
Keystone Financial Group (Kentucky)
Kentucky
$2.97M 61,269 -3,996 -6%
Susquehanna International Group
37
Susquehanna International Group
Pennsylvania
$2.87M 59,073 +43,022 +268%
CS
38
Credit Suisse
Switzerland
$2.68M 55,221 +32,987 +148%
CM
39
Columbus Macro
Pennsylvania
$2.54M 52,445 -4,664 -8%
BRWA
40
B. Riley Wealth Advisors
Florida
$2.35M 48,362 -7,422 -13%
LTFS
41
Ladenburg Thalmann Financial Services
Florida
$2.26M 47,134 -20,751 -31%
MAP
42
Milestone Advisory Partners
North Carolina
$2.08M 43,262 +9,347 +28%
GSC
43
G&S Capital
Colorado
$2.04M 42,010 -32,423 -44%
William Blair & Company
44
William Blair & Company
Illinois
$1.9M 33,350 +33,350 New
PAG
45
Private Advisory Group
Washington
$1.83M 37,751 -3,726 -9%
Cambridge Investment Research Advisors
46
Cambridge Investment Research Advisors
Iowa
$1.71M 35,195 -14,495 -29%
BFEC
47
Benjamin F. Edwards & Company
Missouri
$1.66M 34,337 +23,209 +209%
Goldman Sachs
48
Goldman Sachs
New York
$1.54M 31,794 +31,794 New
TRCT
49
Tower Research Capital (TRC)
New York
$1.49M 30,823 +17,068 +124%
GA
50
Gateway Advisory
New Jersey
$1.41M 29,110 -556,156 -95%
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