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Invesco Dorsey Wright Momentum ETF
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Overview Fund Activity

153 hedge funds and large institutions have $901M invested in Invesco Dorsey Wright Momentum ETF in 2018 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 43 increasing their positions, 62 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
153
Holders Change
–
Holders Change %
0%
% of All Funds
3.51%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.18%
New
14
Increased
43
Reduced
62
Closed
12
Calls
$342K
Puts
–
Net Calls
+$342K
Net Calls Change
-$195K

Top Buyers

1
EC
1
Estate Counselors
Wisconsin
$9.87M
2
BTS
2
BB&T Securities
Virginia
$22.4M
3
BCM
3
Barometer Capital Management
Ontario, Canada
$6.82M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$32.6M
5
Wells Fargo
5
Wells Fargo
California
$77.6M

Top Sellers

1
CCS
1
Crosspoint Capital Strategies
California
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$98.3M
3
Bank of America
3
Bank of America
North Carolina
$33.7M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$32.7M
5
MML Investors Services
5
MML Investors Services
Massachusetts
$38.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
PMG
51
ProVise Management Group
Florida
$1.69M +$1.69M +32,104 New
Koshinski Asset Management
52
Koshinski Asset Management
Illinois
$1.62M +$52.7K +1,000 +3%
SI
53
Stephens Inc
Arkansas
$1.54M -$61.9K -1,175 -4%
TSS
54
Two Sigma Securities
New York
$1.16M +$1.16M +21,948 New
HighTower Advisors
55
HighTower Advisors
Illinois
$1.06M -$4.23K -80 -0.4%
BAAM
56
Baker Avenue Asset Management
California
$997K – – –
CAN
57
Cetera Advisor Networks
California
$975K -$91.5K -1,737 -9%
ACI
58
Alpha Cubed Investments
California
$971K – – –
SPC
59
Sigma Planning Corp
Michigan
$908K -$1.95K -37 -0.2%
FIM
60
Freedom Investment Management
Connecticut
$891K -$915K -17,390 -51%
LYV
61
Live Your Vision
Pennsylvania
$777K -$702 -13 -0.1%
CFA
62
Carroll Financial Associates
North Carolina
$723K +$23.6K +449 +3%
RWM
63
RKL Wealth Management
Pennsylvania
$707K – – –
IP
64
Investment Partners
Ohio
$658K -$160K -3,039 -20%
TRCT
65
Tower Research Capital (TRC)
New York
$652K +$214K +4,054 +49%
SFSIG
66
San Francisco Sentry Investment Group
California
$618K +$50.3K +955 +9%
WDL
67
Well Done LLC
Michigan
$611K -$39.2K -744 -6%
WP
68
WealthShield Partners
North Carolina
$611K -$23.8K -451 -4%
UCFA
69
United Capital Financial Advisors
Texas
$601K +$3.21K +61 +0.5%
FA
70
Fortis Advisors
Pennsylvania
$598K -$12.7K -241 -2%
BFEC
71
Benjamin F. Edwards & Company
Missouri
$594K +$441K +8,364 +287%
BF
72
BOK Financial
Oklahoma
$575K -$39.5K -750 -6%
SC
73
Scotia Capital
Ontario, Canada
$574K – – –
Citigroup
74
Citigroup
New York
$564K +$35K +665 +7%
EWA
75
EP Wealth Advisors
California
$549K -$325K -6,164 -37%
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