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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 %
WA
101
Waverly Advisors
Alabama
$285K 5,885 – –
MWP
102
MYCIO Wealth Partners
Pennsylvania
$281K 5,788 – –
LFG
103
LifePlan Financial Group
Ohio
$268K 5,522 – –
RA
104
RFG Advisory
Alabama
$263K 5,430 +5,430 New
SLWS
105
Swaine & Leidel Wealth Services
Florida
$255K 4,661 +4,661 New
SL
106
Salomon & Ludwin
Virginia
$254K 5,242 +5,242 New
PWP
107
Principle Wealth Partners
Connecticut
$245K 5,045 +5,045 New
NFG
108
Next Financial Group
Texas
$244K 5,028 +1,468 +41%
WS
109
Wedbush Securities
California
$233K 4,806 -211 -4%
PNC Financial Services Group
110
PNC Financial Services Group
Pennsylvania
$223K 4,598 -1,979 -30%
BAS
111
Brown Advisory Securities
Maryland
$221K 4,591 -200 -4%
Fidelity Investments
112
Fidelity Investments
Massachusetts
$199K 4,116 +62 +2%
MOS
113
MGO One Seven
Ohio
$109K 2,255 +2,255 New
AIC
114
Ameritas Investment Company
Nebraska
$108K 2,234 +2,234 New
HT
115
Heritage Trust
Oklahoma
$106K 2,192 – –
TSW
116
Thompson Siegel & Walmsley
Virginia
$101K 2,074 – –
WP
117
WealthShield Partners
North Carolina
$91K 1,880 -544 -22%
ESB
118
Essex Savings Bank
Connecticut
$91K 1,872 +1,872 New
Northwestern Mutual Wealth Management
119
Northwestern Mutual Wealth Management
Wisconsin
$89K 1,841 +654 +55%
RFC
120
Regions Financial Corp
Alabama
$81K 1,686 -420 -20%
PFBT
121
Parkside Financial Bank & Trust
Missouri
$80K 1,648 – –
CIAS
122
Capital Investment Advisory Services
North Carolina
$66K 1,363 +1,363 New
SWM
123
SeaCrest Wealth Management
New York
$63K 1,301 – –
MA
124
MCF Advisors
Kentucky
$55K 1,140 – –
WAP
125
Wealthcare Advisory Partners
Pennsylvania
$54K 1,124 – –
3 4
5
6 7