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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 %
OPA
76
Old Port Advisors
Maine
$510K 9,991 +9,991 New
BF
77
BOK Financial
Oklahoma
$503K 10,381 +430 +4%
TWA
78
Tillar-Wenstrup Advisors
Ohio
$492K 10,158 +230 +2%
IA
79
IFP Advisors
Florida
$467K 9,737 +1,280 +15%
OIA
80
OneDigital Investment Advisors
Kansas
$456K 9,400 +9,400 New
GWM
81
Geneos Wealth Management
Colorado
$453K 9,443 -40 -0.4%
Bank of Montreal
82
Bank of Montreal
Ontario, Canada
$448K 9,230 +1,517 +20%
BFA
83
Brendel Financial Advisors
New Hampshire
$448K 9,244 +9,244 New
WI
84
Wintrust Investments
Illinois
$443K 9,140 – –
TSS
85
Two Sigma Securities
New York
$426K 8,779 +4,244 +94%
CA
86
Cetera Advisors
Colorado
$420K 8,695 -258 -3%
AAS
87
Avantax Advisory Services
Texas
$419K 8,655 +8,655 New
SPIA
88
Steward Partners Investment Advisory
New York
$373K 7,700 -2,164 -22%
Creative Planning
89
Creative Planning
Kansas
$368K 7,585 -194 -2%
CAN
90
Claraphi Advisory Network
United States
$350K 7,228 -476 -6%
ACI
91
Alpha Cubed Investments
California
$331K 6,830 -8,157 -54%
OC
92
Oppenheimer & Co
New York
$328K 6,759 -46,071 -87%
EFS
93
Essex Financial Services
Connecticut
$327K 6,745 – –
PWM
94
Perigon Wealth Management
California
$325K 6,295 – –
AIP
95
Almanack Investment Partners
Pennsylvania
$319K 6,580 -2,068 -24%
AW
96
ACG Wealth
Georgia
$307K 6,341 +1,004 +19%
NL
97
NWAM LLC
Washington
$304K 6,273 – –
DAS
98
Dynamic Advisor Solutions
Arizona
$296K 5,738 -10 -0.2%
EC
99
Estate Counselors
Wisconsin
$288K 5,950 -175,360 -97%
CA
100
Calton & Associates
Florida
$287K 5,915 -225 -4%
2 3
4
5 6