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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 %
RJT
76
Raymond James Trust
Florida
$542K +$86.9K +1,652 +19%
MIAN
77
Mariner Independent Advisor Network
Kansas
$540K – – –
PAG
78
Private Advisor Group
New Jersey
$486K +$178K +3,381 +58%
TWA
79
Tillar-Wenstrup Advisors
Ohio
$477K -$416K -7,893 -47%
SPIA
80
Steward Partners Investment Advisory
New York
$474K +$7.9K +150 +2%
BIA
81
Biondo Investment Advisors
Pennsylvania
$452K +$78.7K +1,495 +21%
CAN
82
Claraphi Advisory Network
United States
$423K -$404K -7,675 -49%
Bank of Montreal
83
Bank of Montreal
Ontario, Canada
$408K +$5.01K +95 +1%
BRF
84
B. Riley Financial
California
$387K +$387K +7,350 New
VFA
85
Voya Financial Advisors
Connecticut
$377K -$54.4K -1,050 -13%
IA
86
IFP Advisors
Florida
$374K – – –
Creative Planning
87
Creative Planning
Kansas
$372K +$78.5K +1,493 +27%
V
88
Veritable
Delaware
$365K – – –
VF
89
Virtu Financial
New York
$356K +$15.1K +286 +4%
EFS
90
Essex Financial Services
Connecticut
$355K – – –
FHC
91
First Heartland Consultants
Missouri
$352K +$24.1K +457 +7%
GFPC
92
Global Financial Private Capital
Florida
$344K -$44.6K -846 -11%
CA
93
Calton & Associates
Florida
$334K +$263 +5 +0.1%
PWM
94
Perigon Wealth Management
California
$332K +$332K +6,295 New
LNC
95
Lincoln National Corp
Pennsylvania
$320K -$251K -4,761 -44%
DAS
96
Dynamic Advisor Solutions
Arizona
$313K -$52.3K -992 -14%
WA
97
Waverly Advisors
Alabama
$310K -$16.1K -305 -5%
MWP
98
MYCIO Wealth Partners
Pennsylvania
$305K – – –
NL
99
NWAM LLC
Washington
$304K -$23.4K -444 -7%
WS
100
Wedbush Securities
California
$304K +$95.1K +1,806 +46%
2 3
4
5 6