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Invesco Dorsey Wright Momentum ETF
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Overview Fund Activity

155 hedge funds and large institutions have $699M invested in Invesco Dorsey Wright Momentum ETF in 2018 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 38 increasing their positions, 56 reducing their positions, and 24 closing their positions.

Holders
155
Holders Change
+6
Holders Change %
+4.03%
% of All Funds
3.46%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
31
Increased
38
Reduced
56
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BFG
1
Barber Financial Group
Kansas
$12.9M
2
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$30.1M
3
RJA
3
Raymond James & Associates
Florida
$49.4M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$29M
5
GFP
5
Gryphon Financial Partners
Ohio
$3.66M

Top Sellers

1
Citigroup
1
Citigroup
New York
$516K
2
GA
2
Gateway Advisory
New Jersey
$1.41M
3
BTS
3
BB&T Securities
Virginia
$13.5M
4
EC
4
Estate Counselors
Wisconsin
$288K
5
UBS Group
5
UBS Group
Switzerland
$36.1M
Name Market Value Shares Shares
Change 		Shares
Change %
SI
51
Stephens Inc
Arkansas
$1.22M 25,113 +196 +0.8%
AF
52
Advisornet Financial
Minnesota
$1.12M 23,124 -2,800 -11%
LYV
53
Live Your Vision
Pennsylvania
$1.01M 20,117 +3,150 +19%
CAN
54
Cetera Advisor Networks
California
$924K 18,985 -5,003 -21%
Jane Street
55
Jane Street
New York
$882K 18,189 -1,791 -9%
BAAM
56
Baker Avenue Asset Management
California
$827K 17,060 -1,150 -6%
HighTower Advisors
57
HighTower Advisors
Illinois
$792K 16,406 -567 -3%
SCA
58
Snowden Capital Advisors
New York
$767K 15,830 -1,186 -7%
S
59
Surevest
California
$752K 15,514 +15,514 New
SFS
60
Sowell Financial Services
Arkansas
$745K 15,366 +15,366 New
AWM
61
Affinity Wealth Management
Delaware
$719K 14,840 +14,840 New
RJT
62
Raymond James Trust
Florida
$689K 14,223 +2,755 +24%
SFSIG
63
San Francisco Sentry Investment Group
California
$661K 13,636 -512 -4%
VC
64
Vicus Capital
Pennsylvania
$659K 13,602 +13,602 New
SWP
65
Stratos Wealth Partners
Ohio
$637K 13,145 +68 +0.5%
SPC
66
Sigma Planning Corp
Michigan
$618K 12,748 -6,525 -34%
SC
67
Scotia Capital
Ontario, Canada
$614K 12,671 +415 +3%
WCM
68
WealthBridge Capital Management
Ohio
$599K 12,365 +12,365 New
CFA
69
Carroll Financial Associates
North Carolina
$597K 12,291 -206 -2%
BRWM
70
B. Riley Wealth Management
Tennessee
$593K 12,241 +2,466 +25%
IP
71
Investment Partners
Ohio
$586K 12,087 +1 +0%
HFS
72
HL Financial Services
Kentucky
$567K 11,694 +11,694 New
FA
73
Fortis Advisors
Pennsylvania
$522K 10,764 -2,016 -16%
Citigroup
74
Citigroup
New York
$516K 10,642 -2,350,295 -100%
UCFA
75
United Capital Financial Advisors
Texas
$516K 10,649 – –
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3
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