PDP icon

Invesco Dorsey Wright Momentum ETF

147 hedge funds and large institutions have $861M invested in Invesco Dorsey Wright Momentum ETF in 2018 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 41 increasing their positions, 58 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
147
Holders Change
-6
Holders Change %
-3.92%
% of All Funds
3.37%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.18%
New
14
Increased
41
Reduced
58
Closed
19
Calls
$421K
Puts
$6K
Net Calls
+$415K
Net Calls Change
+$73K
Name Holding Trade Value Shares
Change
Shares
Change %
LYV
51
Live Your Vision
Pennsylvania
$898K +$88.4K +1,570 +11%
CFA
52
Carroll Financial Associates
North Carolina
$793K +$33.3K +603 +4%
RCG
53
Ruggie Capital Group
Florida
$758K +$727K +13,136 +2,371%
RWM
54
RKL Wealth Management
Pennsylvania
$742K
FA
55
Fortis Advisors
Pennsylvania
$737K +$109K +1,968 +17%
GFPC
56
Global Financial Private Capital
Florida
$723K +$362K +6,544 +100%
IP
57
Investment Partners
Ohio
$678K -$13.4K -243 -2%
SFSIG
58
San Francisco Sentry Investment Group
California
$665K +$15.5K +280 +2%
RJT
59
Raymond James Trust
Florida
$639K +$69.1K +1,249 +12%
TRCT
60
Tower Research Capital (TRC)
New York
$622K -$62.3K -1,126 -9%
BFEC
61
Benjamin F. Edwards & Company
Missouri
$614K -$9.74K -176 -2%
UCFA
62
United Capital Financial Advisors
Texas
$613K -$18.9K -341 -3%
WDL
63
Well Done LLC
Michigan
$610K -$32.2K -582 -5%
Citigroup
64
Citigroup
New York
$573K -$20K -361 -3%
BF
65
BOK Financial
Oklahoma
$551K -$54.3K -980 -9%
SPIA
66
Steward Partners Investment Advisory
New York
$538K +$39.7K +717 +8%
WI
67
Wintrust Investments
Illinois
$506K +$506K +9,140 New
TWA
68
Tillar-Wenstrup Advisors
Ohio
$505K +$3.71K +67 +0.7%
GWM
69
Geneos Wealth Management
Colorado
$491K +$491K +8,880 New
Bank of Montreal
70
Bank of Montreal
Ontario, Canada
$434K +$5.86K +106 +1%
CAN
71
Claraphi Advisory Network
United States
$433K -$11.6K -210 -3%
BRF
72
B. Riley Financial
California
$416K
CIBC World Market
73
CIBC World Market
Ontario, Canada
$400K -$2.29M -41,351 -85%
IA
74
IFP Advisors
Florida
$391K -$9.86K -178 -2%
Creative Planning
75
Creative Planning
Kansas
$391K +$55 +1 +0%