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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 %
CF
76
Centaurus Financial
California
$377K +$377K +6,820 New
EFS
77
Essex Financial Services
Connecticut
$373K
PNC Financial Services Group
78
PNC Financial Services Group
Pennsylvania
$370K +$119K +2,147 +47%
PWM
79
Perigon Wealth Management
California
$348K
PAG
80
Private Advisor Group
New Jersey
$341K -$172K -3,091 -33%
CA
81
Calton & Associates
Florida
$339K -$25.6K -445 -7%
WA
82
Waverly Advisors
Alabama
$326K
MWP
83
MYCIO Wealth Partners
Pennsylvania
$320K
NL
84
NWAM LLC
Washington
$319K
DAS
85
Dynamic Advisor Solutions
Arizona
$317K -$11.3K -204 -3%
QPWM
86
Quadrant Private Wealth Management
Pennsylvania
$310K
LFG
87
LifePlan Financial Group
Ohio
$306K +$2.99K +54 +1%
CCS
88
Crosspoint Capital Strategies
California
$306K +$306K +5,529 New
PSF
89
Pacific Sun Financial
California
$298K -$2.87K -50 -1%
AW
90
ACG Wealth
Georgia
$295K +$166 +3 +0.1%
WS
91
Wedbush Securities
California
$292K -$27.7K -500 -9%
CA
92
Cetera Advisors
Colorado
$290K +$6.06K +110 +2%
DWM
93
Dynasty Wealth Management
Florida
$288K
Bank of New York Mellon
94
Bank of New York Mellon
New York
$282K -$11.1K -200 -4%
MWM
95
MinichMacGregor Wealth Management
New York
$282K +$282K +5,079 New
UWM
96
USAdvisors Wealth Management
Minnesota
$279K +$279K +5,054 New
VF
97
Virtu Financial
New York
$273K -$101K -1,824 -27%
BAS
98
Brown Advisory Securities
Maryland
$265K
SWP
99
Stratos Wealth Partners
Ohio
$262K -$31.8K -576 -11%
NFG
100
Next Financial Group
Texas
$247K -$22.1K -399 -8%