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Invesco Dorsey Wright Momentum ETF

147 hedge funds and large institutions have $861M invested in Invesco Dorsey Wright Momentum ETF in 2018 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 41 increasing their positions, 58 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
147
Holders Change
-6
Holders Change %
-3.92%
% of All Funds
3.37%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.18%
New
14
Increased
41
Reduced
58
Closed
19
Calls
$421K
Puts
$6K
Net Calls
+$415K
Net Calls Change
+$73K
Name Holding Trade Value Shares
Change
Shares
Change %
BFPW
101
BOK Financial Private Wealth
Colorado
$236K +$236K +4,266 New
Fidelity Investments
102
Fidelity Investments
Massachusetts
$224K +$224K +4,062 New
AWM
103
AE Wealth Management
Kansas
$220K
FCCM
104
First City Capital Management
Georgia
$208K +$208K +3,755 New
CWM
105
Cornerstone Wealth Management
Missouri
$207K +$207K +11,499 New
SG
106
StoneX Group
New York
$205K -$11.1K -201 -5%
CFB
107
Cullen/Frost Bankers
Texas
$203K -$11.1K -200 -5%
UBS AM
108
UBS AM
Illinois
$196K -$9.3K -168 -5%
WWM
109
Wagner Wealth Management
South Carolina
$190K -$7.73K -140 -4%
WP
110
WealthShield Partners
North Carolina
$170K -$470K -8,515 -73%
JFA
111
JNBA Financial Advisors
Minnesota
$156K
HT
112
Heritage Trust
Oklahoma
$121K
TSW
113
Thompson Siegel & Walmsley
Virginia
$115K
PFBT
114
Parkside Financial Bank & Trust
Missouri
$91K
Northwestern Mutual Wealth Management
115
Northwestern Mutual Wealth Management
Wisconsin
$83K +$19.3K +348 +30%
SEI Investments
116
SEI Investments
Pennsylvania
$78K +$63.3K +1,143 +430%
SWM
117
SeaCrest Wealth Management
New York
$72K -$1.66K -30 -2%
PFA
118
Pathway Financial Advisors
Vermont
$66K +$6.33K +114 +11%
MA
119
MCF Advisors
Kentucky
$63K -$8.12K -147 -11%
Manulife (Manufacturers Life Insurance)
120
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$62K -$1.28K -23 -2%
WAP
121
Wealthcare Advisory Partners
Pennsylvania
$62K +$17.9K +325 +41%
US Bancorp
122
US Bancorp
Minnesota
$58K -$4.07K -73 -7%
PA
123
Parallel Advisors
California
$57K +$602 +11 +1%
AOWM
124
Alpha Omega Wealth Management
Virginia
$56K
Simplex Trading
125
Simplex Trading
Illinois
$56K +$56K +1,012 New