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Invesco Dorsey Wright Momentum ETF
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Overview Fund Activity

157 hedge funds and large institutions have $1.13B invested in Invesco Dorsey Wright Momentum ETF in 2019 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 57 increasing their positions, 54 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
157
Holders Change
+4
Holders Change %
+2.61%
% of All Funds
3.45%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.13%
New
20
Increased
57
Reduced
54
Closed
16
Calls
$1.05M
Puts
$591K
Net Calls
+$463K
Net Calls Change
-$315K

Top Buyers

1
Citigroup
Citigroup
New York
$269M
2
SFI
SPC Financial Inc
Maryland
$21.6M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$35.3M
4
Invesco
Invesco
Georgia
$5.74M
5
AWM
AE Wealth Management
Kansas
$2.72M

Top Sellers

1
GA
Gateway Advisory
New Jersey
$20.9M
2
TC
Trilogy Capital
California
$0
3
EC
Estate Counselors
Wisconsin
$0
4
RCG
Ruggie Capital Group
Florida
$536K
5
Morgan Stanley
Morgan Stanley
New York
$87M
Name Holding Trade Value Shares
Change 		Shares
Change %
Baird Financial Group
26
Baird Financial Group
Wisconsin
$6.85M -$107K -1,761 -2%
OPCM
27
Osborne Partners Capital Management
California
$6.23M -$519K -8,514 -8%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$5.97M +$553K +9,075 +10%
BFG
29
Barber Financial Group
Kansas
$5.83M +$2.6M +42,742 +81%
Invesco
30
Invesco
Georgia
$5.74M +$3.37M +55,296 +142%
JPMorgan Chase & Co
31
JPMorgan Chase & Co
New York
$5.32M +$108K +1,777 +2%
LTFS
32
Ladenburg Thalmann Financial Services
Florida
$4.03M +$934K +15,335 +30%
GSC
33
G&S Capital
Colorado
$4.02M -$179K -2,938 -4%
OC
34
Oppenheimer & Co
New York
$3.9M +$72K +1,183 +2%
IFWM
35
Institute for Wealth Management
Colorado
$3.64M -$6.09K -100 -0.2%
KFGK
36
Keystone Financial Group (Kentucky)
Kentucky
$3.34M -$82K -1,347 -2%
Jane Street
37
Jane Street
New York
$3.28M +$2.37M +38,974 +263%
DIM
38
Delta Investment Management
California
$3.02M +$291K +4,780 +11%
CA
39
Cetera Advisors
Colorado
$2.98M +$2.39M +39,228 +403%
BRWA
40
B. Riley Wealth Advisors
Florida
$2.95M +$98.1K +1,610 +3%
EWA
41
EP Wealth Advisors
California
$2.94M +$15K +247 +0.5%
AWM
42
AE Wealth Management
Kansas
$2.72M +$2.72M +44,696 New
SS
43
Simplicity Solutions
Minnesota
$2.62M +$2.62M +43,042 New
BFA
44
Brendel Financial Advisors
New Hampshire
$2.36M +$73.8K +1,212 +3%
MAP
45
Milestone Advisory Partners
North Carolina
$2.35M +$199K +3,269 +9%
William Blair & Company
46
William Blair & Company
Illinois
$2.22M +$36.5K +600 +2%
Mercer Global Advisors
47
Mercer Global Advisors
Colorado
$2.17M +$193K +3,169 +10%
AWM
48
Affinity Wealth Management
Delaware
$2.01M +$907K +14,889 +82%
BCM
49
Barometer Capital Management
Ontario, Canada
$1.91M +$1.91M +31,400 New
Citadel Advisors
50
Citadel Advisors
Florida
$1.87M +$1.87M +30,690 New
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