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Invesco Dorsey Wright Momentum ETF
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Overview Fund Activity

174 hedge funds and large institutions have $988M invested in Invesco Dorsey Wright Momentum ETF in 2019 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 52 increasing their positions, 57 reducing their positions, and 12 closing their positions.

Holders
174
Holders Change
+17
Holders Change %
+10.83%
% of All Funds
3.44%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.14%
New
31
Increased
52
Reduced
57
Closed
12
Calls
$1.02M
Puts
$502K
Net Calls
+$521K
Net Calls Change
+$58K

Top Buyers

1
GA
1
Gateway Advisory
New Jersey
$101M
2
Truist Financial
2
Truist Financial
North Carolina
$16.9M
3
Morgan Stanley
3
Morgan Stanley
New York
$101M
4
SPC
4
Sigma Planning Corp
Michigan
$7.09M
5
Koshinski Asset Management
5
Koshinski Asset Management
Illinois
$5.63M

Top Sellers

1
Citigroup
1
Citigroup
New York
$628K
2
MML Investors Services
2
MML Investors Services
Massachusetts
$2.74M
3
AIP
3
Almanack Investment Partners
Pennsylvania
$0
4
OC
4
Oppenheimer & Co
New York
$458K
5
DIM
5
Delta Investment Management
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Citigroup
76
Citigroup
New York
$628K -$283M -4,401,268 -100%
CA
77
Calton & Associates
Florida
$627K +$74.9K +1,164 +14%
WI
78
Wintrust Investments
Illinois
$587K -$1.16K -18 -0.2%
BFEC
79
Benjamin F. Edwards & Company
Missouri
$524K +$451 +7 +0.1%
CIAS
80
Capital Investment Advisory Services
North Carolina
$513K – – –
Creative Planning
81
Creative Planning
Kansas
$511K +$3.41K +53 +0.7%
SL
82
Salomon & Ludwin
Virginia
$488K +$17K +264 +4%
CWM
83
Concentrum Wealth Management
California
$479K +$64 +1 +0%
FFN
84
Focus Financial Network
Minnesota
$470K -$8.05K -125 -2%
UCFA
85
United Capital Financial Advisors
Texas
$466K -$19.3K -300 -4%
Goldman Sachs
86
Goldman Sachs
New York
$461K +$12.9K +200 +3%
FA
87
Fortis Advisors
Pennsylvania
$459K -$330K -5,134 -42%
OC
88
Oppenheimer & Co
New York
$458K -$3.66M -56,893 -89%
HighTower Advisors
89
HighTower Advisors
Illinois
$458K -$141K -2,205 -24%
TWM
90
Trinity Wealth Management
Pennsylvania
$458K +$458K +7,109 New
MAFM
91
Mid Atlantic Financial Management
Pennsylvania
$456K +$456K +7,084 New
CRWM
92
Castle Rock Wealth Management
California
$441K +$13.7K +200 +3%
ACI
93
Alpha Cubed Investments
California
$440K – – –
NL
94
NWAM LLC
Washington
$439K +$64.4K +1,001 +17%
HIS
95
Harvest Investment Services
Illinois
$439K +$439K +6,833 New
BAAM
96
Baker Avenue Asset Management
California
$429K – – –
AAS
97
Avantax Advisory Services
Texas
$423K +$5.85K +91 +1%
SWP
98
Stratos Wealth Partners
Ohio
$414K -$16.5K -256 -4%
CAN
99
Claraphi Advisory Network
United States
$412K -$7.08K -110 -2%
RIA
100
Realta Investment Advisors
Delaware
$411K +$251K +3,942 +157%
2 3
4
5 6