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Invesco Dorsey Wright Momentum ETF
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Overview Fund Activity

153 hedge funds and large institutions have $870M invested in Invesco Dorsey Wright Momentum ETF in 2019 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 47 increasing their positions, 57 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
153
Holders Change
-4
Holders Change %
-2.55%
% of All Funds
3.33%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.17%
New
16
Increased
47
Reduced
57
Closed
13
Calls
$1.12M
Puts
$344K
Net Calls
+$778K
Net Calls Change
+$432K

Top Buyers

1
PFS
Prospera Financial Services
Texas
$44.9M
2
EC
Estate Counselors
Wisconsin
$8.67M
3
RCG
Ruggie Capital Group
Florida
$8.17M
4
AIP
Almanack Investment Partners
Pennsylvania
$7.16M
5
RJA
Raymond James & Associates
Florida
$59.9M

Top Sellers

1
GA
Gateway Advisory
New Jersey
$41.5M
2
Morgan Stanley
Morgan Stanley
New York
$93.1M
3
Wells Fargo
Wells Fargo
California
$85M
4
AG
Advisor Group
Arizona
$11.7M
5
Citadel Advisors
Citadel Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RCG
26
Ruggie Capital Group
Florida
$8.17M +$7.64M +126,591 +1,439%
AIP
27
Almanack Investment Partners
Pennsylvania
$7.16M +$7.16M +118,684 New
Baird Financial Group
28
Baird Financial Group
Wisconsin
$6.89M +$1.16M +19,276 +20%
OPCM
29
Osborne Partners Capital Management
California
$6.69M -$263K -4,362 -4%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$5.37M +$1.47M +24,319 +38%
JPMorgan Chase & Co
31
JPMorgan Chase & Co
New York
$5.12M -$70.8K -1,185 -1%
GSC
32
G&S Capital
Colorado
$4.16M +$1.62M +26,885 +64%
Koshinski Asset Management
33
Koshinski Asset Management
Illinois
$4.03M -$925K -15,337 -19%
OC
34
Oppenheimer & Co
New York
$3.79M +$264K +4,385 +8%
IFWM
35
Institute for Wealth Management
Colorado
$3.62M -$272K -4,504 -7%
KFGK
36
Keystone Financial Group (Kentucky)
Kentucky
$3.39M -$33.5K -555 -1%
BFG
37
Barber Financial Group
Kansas
$3.19M +$1.55M +25,750 +95%
LTFS
38
Ladenburg Thalmann Financial Services
Florida
$3.06M +$230K +3,819 +8%
Susquehanna International Group
39
Susquehanna International Group
Pennsylvania
$2.91M +$1.57M +26,053 +117%
EWA
40
EP Wealth Advisors
California
$2.9M -$1.38M -22,813 -32%
BRWA
41
B. Riley Wealth Advisors
Florida
$2.82M +$90.9K +1,507 +3%
DIM
42
Delta Investment Management
California
$2.7M +$2.7M +44,768 New
Invesco
43
Invesco
Georgia
$2.35M -$523K -8,674 -18%
BFA
44
Brendel Financial Advisors
New Hampshire
$2.26M +$2.26M +37,481 New
PAG
45
Private Advisory Group
Washington
$2.2M -$80.5K -1,334 -4%
William Blair & Company
46
William Blair & Company
Illinois
$2.17M -$3.02K -50 -0.1%
MAP
47
Milestone Advisory Partners
North Carolina
$2.13M -$597K -9,895 -22%
Mercer Global Advisors
48
Mercer Global Advisors
Colorado
$1.96M -$60.1K -997 -3%
Envestnet Asset Management
49
Envestnet Asset Management
Illinois
$1.78M -$367K -6,083 -17%
DADC
50
D.A. Davidson & Co
Montana
$1.55M -$47.5K -788 -3%
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