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Invesco Dorsey Wright Momentum ETF
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Overview Fund Activity

149 hedge funds and large institutions have $1.03B invested in Invesco Dorsey Wright Momentum ETF in 2018 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 44 increasing their positions, 51 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
149
Holders Change
+2
Holders Change %
+1.36%
% of All Funds
3.41%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.14%
New
19
Increased
44
Reduced
51
Closed
16
Calls
$555K
Puts
–
Net Calls
+$555K
Net Calls Change
+$140K

Top Buyers

1
Citigroup
Citigroup
New York
+$140M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$29.9M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$7.65M
4
BTS
BB&T Securities
Virginia
+$5.27M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$3.18M

Top Sellers

1
MML Investors Services
MML Investors Services
Massachusetts
-$29.2M
2
SFI
SPC Financial Inc
Maryland
-$18.3M
3
QA
Quantitative Advantage
Minnesota
-$16.2M
4
PFS
Prospera Financial Services
Texas
-$15.9M
5
BCM
Barometer Capital Management
Ontario, Canada
-$5.98M
Name Holding Trade Value Shares
Change 		Shares
Change %
Citadel Advisors
51
Citadel Advisors
Florida
$1.17M +$1.17M +19,637 New
SPC
52
Sigma Planning Corp
Michigan
$1.15M +$139K +2,333 +14%
BAAM
53
Baker Avenue Asset Management
California
$1.09M -$42.3K -710 -4%
SCA
54
Snowden Capital Advisors
New York
$1.01M +$38.3K +643 +4%
LYV
55
Live Your Vision
Pennsylvania
$1.01M +$60.5K +1,016 +6%
HighTower Advisors
56
HighTower Advisors
Illinois
$1.01M -$151K -2,545 -13%
Susquehanna International Group
57
Susquehanna International Group
Pennsylvania
$957K -$893K -14,981 -48%
UFF
58
USA Financial Formulas
Michigan
$916K +$916K +16,560 New
PAG
59
Private Advisor Group
New Jersey
$904K +$538K +9,033 +147%
RCG
60
Ruggie Capital Group
Florida
$856K +$40.1K +672 +5%
SFSIG
61
San Francisco Sentry Investment Group
California
$843K +$127K +2,130 +18%
TRCT
62
Tower Research Capital (TRC)
New York
$820K +$150K +2,511 +22%
ACI
63
Alpha Cubed Investments
California
$810K +$810K +14,987 New
SWP
64
Stratos Wealth Partners
Ohio
$779K +$497K +8,338 +176%
GFPC
65
Global Financial Private Capital
Florida
$768K -$10.7K -180 -1%
FA
66
Fortis Advisors
Pennsylvania
$762K -$32.4K -544 -4%
CFA
67
Carroll Financial Associates
North Carolina
$744K -$110K -1,850 -13%
SC
68
Scotia Capital
Ontario, Canada
$730K +$730K +12,256 New
RJT
69
Raymond James Trust
Florida
$683K -$4.71K -79 -0.7%
WDL
70
Well Done LLC
Michigan
$666K +$9.41K +158 +1%
BFEC
71
Benjamin F. Edwards & Company
Missouri
$663K +$1.67K +28 +0.3%
UCFA
72
United Capital Financial Advisors
Texas
$635K -$25.4K -426 -4%
BF
73
BOK Financial
Oklahoma
$593K – – –
TWA
74
Tillar-Wenstrup Advisors
Ohio
$592K +$47.9K +804 +9%
SPIA
75
Steward Partners Investment Advisory
New York
$588K +$8.76K +147 +2%
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