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Invesco Dorsey Wright Momentum ETF
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Overview Fund Activity

153 hedge funds and large institutions have $901M invested in Invesco Dorsey Wright Momentum ETF in 2018 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 43 increasing their positions, 62 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
153
Holders Change
–
Holders Change %
0%
% of All Funds
3.51%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.18%
New
14
Increased
43
Reduced
62
Closed
12
Calls
$342K
Puts
–
Net Calls
+$342K
Net Calls Change
-$195K

Top Buyers

1
EC
1
Estate Counselors
Wisconsin
$9.87M
2
BTS
2
BB&T Securities
Virginia
$22.4M
3
BCM
3
Barometer Capital Management
Ontario, Canada
$6.82M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$32.6M
5
Wells Fargo
5
Wells Fargo
California
$77.6M

Top Sellers

1
CCS
1
Crosspoint Capital Strategies
California
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$98.3M
3
Bank of America
3
Bank of America
North Carolina
$33.7M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$32.7M
5
MML Investors Services
5
MML Investors Services
Massachusetts
$38.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
QPWM
101
Quadrant Private Wealth Management
Pennsylvania
$295K -$13.2K -250 -4%
LFG
102
LifePlan Financial Group
Ohio
$288K -$33.2K -631 -10%
AW
103
ACG Wealth
Georgia
$281K – – –
SWP
104
Stratos Wealth Partners
Ohio
$280K -$2.21K -42 -0.8%
Bank of New York Mellon
105
Bank of New York Mellon
New York
$279K -$12K -227 -4%
PSF
106
Pacific Sun Financial
California
$276K +$276K +5,237 New
DWM
107
Dynasty Wealth Management
Florida
$274K -$7.59K -144 -3%
CA
108
Cetera Advisors
Colorado
$271K -$5.52K -105 -2%
Millennium Management
109
Millennium Management
New York
$262K +$28.6K +544 +12%
NFG
110
Next Financial Group
Texas
$256K -$57K -1,083 -18%
BAS
111
Brown Advisory Securities
Maryland
$253K -$32.1K -607 -11%
PNC Financial Services Group
112
PNC Financial Services Group
Pennsylvania
$239K -$13K -246 -5%
Renaissance Technologies
113
Renaissance Technologies
New York
$221K +$221K +4,200 New
AWM
114
AE Wealth Management
Kansas
$209K -$11.3K -215 -5%
SG
115
StoneX Group
New York
$206K +$206K +3,905 New
CFB
116
Cullen/Frost Bankers
Texas
$204K -$2.64K -50 -1%
UBS AM
117
UBS AM
Illinois
$195K +$18.8K +357 +11%
WWM
118
Wagner Wealth Management
South Carolina
$189K – – –
RFC
119
Regions Financial Corp
Alabama
$175K – – –
JFA
120
JNBA Financial Advisors
Minnesota
$149K – – –
MOS
121
MGO One Seven
Ohio
$120K -$1.11K -21 -0.9%
HT
122
Heritage Trust
Oklahoma
$115K – – –
TSW
123
Thompson Siegel & Walmsley
Virginia
$109K – – –
PFBT
124
Parkside Financial Bank & Trust
Missouri
$87K – – –
SWM
125
SeaCrest Wealth Management
New York
$70K – – –
3 4
5
6 7