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Invesco Dorsey Wright Momentum ETF
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Overview Fund Activity

157 hedge funds and large institutions have $784M invested in Invesco Dorsey Wright Momentum ETF in 2019 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 36 increasing their positions, 63 reducing their positions, and 18 closing their positions.

Holders
157
Holders Change
+2
Holders Change %
+1.29%
% of All Funds
3.4%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.11%
New
21
Increased
36
Reduced
63
Closed
18
Calls
$346K
Puts
–
Net Calls
+$346K
Net Calls Change
+$346K

Top Buyers

1
GA
1
Gateway Advisory
New Jersey
$82.3M
2
TC
2
Trilogy Capital
California
$6.07M
3
Bank of America
3
Bank of America
North Carolina
$37.4M
4
EWA
4
EP Wealth Advisors
California
$4.02M
5
OC
5
Oppenheimer & Co
New York
$3.31M

Top Sellers

1
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$373K
2
PFS
2
Prospera Financial Services
Texas
$0
3
BFG
3
Barber Financial Group
Kansas
$1.54M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$26.2M
5
RJA
5
Raymond James & Associates
Florida
$50.6M
Name Market Value Shares Shares
Change 		Shares
Change %
FAAS
51
First Allied Advisory Services
California
$1.09M 19,221 -59,775 -76%
SCA
52
Snowden Capital Advisors
New York
$1.01M 17,772 +1,942 +12%
RJT
53
Raymond James Trust
Florida
$938K 16,547 +2,324 +16%
HighTower Advisors
54
HighTower Advisors
Illinois
$896K 15,872 -534 -3%
CFA
55
Carroll Financial Associates
North Carolina
$886K 15,635 +3,344 +27%
VC
56
Vicus Capital
Pennsylvania
$844K 14,889 +1,287 +9%
S
57
Surevest
California
$837K 14,768 -746 -5%
AWM
58
Affinity Wealth Management
Delaware
$806K 14,220 -620 -4%
SPC
59
Sigma Planning Corp
Michigan
$773K 13,640 +892 +7%
SFSIG
60
San Francisco Sentry Investment Group
California
$745K 13,146 -490 -4%
PAG
61
Private Advisor Group
New Jersey
$732K 12,906 +12,906 New
SC
62
Scotia Capital
Ontario, Canada
$717K 12,671 – –
IP
63
Investment Partners
Ohio
$715K 12,620 +533 +4%
WCM
64
WealthBridge Capital Management
Ohio
$714K 12,365 – –
SWP
65
Stratos Wealth Partners
Ohio
$701K 12,362 -783 -6%
OIA
66
OneDigital Investment Advisors
Kansas
$681K 12,021 +2,621 +28%
HFS
67
HL Financial Services
Kentucky
$660K 11,636 -58 -0.5%
Bank of Montreal
68
Bank of Montreal
Ontario, Canada
$650K 11,466 +2,236 +24%
AW
69
ACG Wealth
Georgia
$620K 10,941 +4,600 +73%
Citigroup
70
Citigroup
New York
$603K 10,642 – –
TRCT
71
Tower Research Capital (TRC)
New York
$597K 10,527 -20,296 -66%
BRWM
72
B. Riley Wealth Management
Tennessee
$595K 10,491 -1,750 -14%
BF
73
BOK Financial
Oklahoma
$588K 10,381 – –
FA
74
Fortis Advisors
Pennsylvania
$537K 9,475 -1,289 -12%
CA
75
Cetera Advisors
Colorado
$536K 9,445 +750 +9%
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