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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
$141M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$34.8M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$24.2M
4
BTS
BB&T Securities
Virginia
$31.5M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$3.18M

Top Sellers

1
MML Investors Services
MML Investors Services
Massachusetts
$13.5M
2
SFI
SPC Financial Inc
Maryland
$11M
3
QA
Quantitative Advantage
Minnesota
$0
4
PFS
Prospera Financial Services
Texas
$24.9M
5
BCM
Barometer Capital Management
Ontario, Canada
$3.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
BRWM
76
B. Riley Wealth Management
Tennessee
$582K +$582K +9,775 New
GWM
77
Geneos Wealth Management
Colorado
$565K +$35.9K +603 +7%
WI
78
Wintrust Investments
Illinois
$545K – – –
CA
79
Cetera Advisors
Colorado
$534K +$220K +3,692 +70%
IA
80
IFP Advisors
Florida
$504K +$83.1K +1,395 +20%
AIP
81
Almanack Investment Partners
Pennsylvania
$472K +$472K +8,648 New
Creative Planning
82
Creative Planning
Kansas
$464K +$42.2K +707 +10%
Bank of Montreal
83
Bank of Montreal
Ontario, Canada
$459K -$8.21K -138 -2%
CAN
84
Claraphi Advisory Network
United States
$459K -$7.15K -120 -2%
EFS
85
Essex Financial Services
Connecticut
$402K – – –
PNC Financial Services Group
86
PNC Financial Services Group
Pennsylvania
$392K -$6.56K -110 -2%
PWM
87
Perigon Wealth Management
California
$375K – – –
NL
88
NWAM LLC
Washington
$374K +$29.8K +500 +9%
CA
89
Calton & Associates
Florida
$366K +$14.4K +242 +4%
WA
90
Waverly Advisors
Alabama
$351K – – –
MWP
91
MYCIO Wealth Partners
Pennsylvania
$345K – – –
DAS
92
Dynamic Advisor Solutions
Arizona
$343K +$1.07K +18 +0.3%
LFG
93
LifePlan Financial Group
Ohio
$329K – – –
CCS
94
Crosspoint Capital Strategies
California
$329K – – –
AW
95
ACG Wealth
Georgia
$318K – – –
DWM
96
Dynasty Wealth Management
Florida
$310K – – –
Bank of New York Mellon
97
Bank of New York Mellon
New York
$304K -$60 -1 -0%
WS
98
Wedbush Securities
California
$299K -$15.2K -255 -5%
UWM
99
USAdvisors Wealth Management
Minnesota
$295K -$5.77K -97 -2%
BAS
100
Brown Advisory Securities
Maryland
$286K – – –
2 3
4
5 6