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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 %
SFS
76
Sowell Financial Services
Arkansas
$532K 9,391 -5,975 -39%
GWM
77
Geneos Wealth Management
Colorado
$526K 9,284 -159 -2%
WI
78
Wintrust Investments
Illinois
$518K 9,140 – –
Goldman Sachs
79
Goldman Sachs
New York
$503K 8,868 -22,926 -72%
RCG
80
Ruggie Capital Group
Florida
$499K 8,797 -72,711 -89%
OPA
81
Old Port Advisors
Maine
$477K 8,424 -1,567 -16%
BFEC
82
Benjamin F. Edwards & Company
Missouri
$475K 8,381 -25,956 -76%
SPIA
83
Steward Partners Investment Advisory
New York
$437K 7,723 +23 +0.3%
Creative Planning
84
Creative Planning
Kansas
$430K 7,585 – –
FFN
85
Focus Financial Network
Minnesota
$419K 7,401 +7,401 New
BAAM
86
Baker Avenue Asset Management
California
$404K 7,140 -9,920 -58%
ACI
87
Alpha Cubed Investments
California
$387K 6,830 – –
AAS
88
Avantax Advisory Services
Texas
$384K 6,770 -1,885 -22%
CAN
89
Claraphi Advisory Network
United States
$384K 6,774 -454 -6%
Carson Wealth (CWM LLC)
90
Carson Wealth (CWM LLC)
Nebraska
$373K 4,161 -617,575 -99%
PWM
91
Perigon Wealth Management
California
$367K 6,295 – –
SL
92
Salomon & Ludwin
Virginia
$366K 6,456 +1,214 +23%
SLWS
93
Swaine & Leidel Wealth Services
Florida
$366K 6,456 +1,795 +39%
NL
94
NWAM LLC
Washington
$356K 6,273 – –
EC
95
Estate Counselors
Wisconsin
$337K 5,950 – –
WA
96
Waverly Advisors
Alabama
$334K 5,885 – –
MWP
97
MYCIO Wealth Partners
Pennsylvania
$328K 5,788 – –
TSW
98
Thompson Siegel & Walmsley
Virginia
$326K 5,749 +3,675 +177%
RA
99
RFG Advisory
Alabama
$313K 5,557 +127 +2%
Fidelity Investments
100
Fidelity Investments
Massachusetts
$303K 5,379 +1,263 +31%
2 3
4
5 6