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Invesco Dorsey Wright Momentum ETF
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Overview Fund Activity

174 hedge funds and large institutions have $988M invested in Invesco Dorsey Wright Momentum ETF in 2019 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 52 increasing their positions, 57 reducing their positions, and 12 closing their positions.

Holders
174
Holders Change
+17
Holders Change %
+10.83%
% of All Funds
3.44%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.14%
New
31
Increased
52
Reduced
57
Closed
12
Calls
$1.02M
Puts
$502K
Net Calls
+$521K
Net Calls Change
+$58K

Top Buyers

1
GA
1
Gateway Advisory
New Jersey
$101M
2
Truist Financial
2
Truist Financial
North Carolina
$16.9M
3
Morgan Stanley
3
Morgan Stanley
New York
$101M
4
SPC
4
Sigma Planning Corp
Michigan
$7.09M
5
Koshinski Asset Management
5
Koshinski Asset Management
Illinois
$5.63M

Top Sellers

1
Citigroup
1
Citigroup
New York
$628K
2
MML Investors Services
2
MML Investors Services
Massachusetts
$2.74M
3
AIP
3
Almanack Investment Partners
Pennsylvania
$0
4
OC
4
Oppenheimer & Co
New York
$458K
5
DIM
5
Delta Investment Management
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
OPCM
26
Osborne Partners Capital Management
California
$6.51M 101,177 -1,136 -1%
JPMorgan Chase & Co
27
JPMorgan Chase & Co
New York
$5.69M 88,352 +978 +1%
Koshinski Asset Management
28
Koshinski Asset Management
Illinois
$5.63M 87,477 +87,477 New
Invesco
29
Invesco
Georgia
$5.56M 86,352 -7,858 -8%
MAP
30
Milestone Advisory Partners
North Carolina
$5.46M 84,772 +46,154 +120%
IFWM
31
Institute for Wealth Management
Colorado
$3.86M 59,914 +73 +0.1%
LTFS
32
Ladenburg Thalmann Financial Services
Florida
$3.8M 59,087 -7,000 -11%
BFG
33
Barber Financial Group
Kansas
$3.61M 56,056 -39,590 -41%
CA
34
Cetera Advisors
Colorado
$3.56M 55,215 +6,248 +13%
BRWA
35
B. Riley Wealth Advisors
Florida
$3.09M 48,063 -364 -0.8%
EWA
36
EP Wealth Advisors
California
$3.01M 46,795 -1,488 -3%
FAIM
37
Financial Advocates Investment Management
Washington
$2.98M 46,335 +41,505 +859%
MML Investors Services
38
MML Investors Services
Massachusetts
$2.74M 42,534 -170,126 -80%
William Blair & Company
39
William Blair & Company
Illinois
$2.48M 38,510 +2,000 +5%
Envestnet Asset Management
40
Envestnet Asset Management
Illinois
$2.18M 33,823 +6,644 +24%
AWM
41
Affinity Wealth Management
Delaware
$2.14M 33,295 +248 +0.8%
Mercer Global Advisors
42
Mercer Global Advisors
Colorado
$1.89M 29,421 -6,280 -18%
GSC
43
G&S Capital
Colorado
$1.85M 28,675 -37,264 -57%
SI
44
Stephens Inc
Arkansas
$1.46M 22,737 -132 -0.6%
CAN
45
Cetera Advisor Networks
California
$1.46M 22,620 -920 -4%
KFGK
46
Keystone Financial Group (Kentucky)
Kentucky
$1.39M 21,644 -33,241 -61%
DADC
47
D.A. Davidson & Co
Montana
$1.37M 21,289 -4,072 -16%
FFC
48
Fure Financial Corporation
Minnesota
$1.32M 20,533 +20,533 New
SCA
49
Snowden Capital Advisors
New York
$1.31M 20,287 +195 +1%
CWA
50
Capital Wealth Alliance
Arizona
$1.22M 18,456 +18,456 New
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