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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 %
DAS
101
Dynamic Advisor Solutions
Arizona
$296K 5,219 -519 -9%
WS
102
Wedbush Securities
California
$295K 5,204 +398 +8%
UCFA
103
United Capital Financial Advisors
Texas
$283K 4,989 -5,660 -53%
PWP
104
Principle Wealth Partners
Connecticut
$273K 4,820 -225 -4%
CCS
105
Crosspoint Capital Strategies
California
$272K 4,799 +4,799 New
SG
106
StoneX Group
New York
$268K 4,737 +4,737 New
CWM
107
Concentrum Wealth Management
California
$242K 4,262 +4,262 New
FNBT
108
FineMark National Bank & Trust
Florida
$228K 4,028 +4,028 New
MFG
109
Magnus Financial Group
New York
$227K 4,003 +4,003 New
CIBC World Market
110
CIBC World Market
Ontario, Canada
$217K 3,826 +3,826 New
MWM
111
MinichMacGregor Wealth Management
New York
$204K 3,583 +3,583 New
CFB
112
Cullen/Frost Bankers
Texas
$195K 3,448 +3,448 New
LFG
113
LifePlan Financial Group
Ohio
$178K 3,138 -2,384 -43%
PNC Financial Services Group
114
PNC Financial Services Group
Pennsylvania
$163K 2,864 -1,734 -38%
WP
115
WealthShield Partners
North Carolina
$111K 1,967 +87 +5%
ESB
116
Essex Savings Bank
Connecticut
$108K 1,902 +30 +2%
ASN
117
Advisory Services Network
Georgia
$105K 1,861 +1,068 +135%
PGA
118
Premia Global Advisors
Florida
$103K 1,821 +1,821 New
NFG
119
Next Financial Group
Texas
$102K 1,800 -3,228 -64%
NFH
120
NEXT Financial Holdings
Texas
$102K 1,800 +1,800 New
PFBT
121
Parkside Financial Bank & Trust
Missouri
$93K 1,648 – –
RFC
122
Regions Financial Corp
Alabama
$75K 1,328 -358 -21%
SWM
123
SeaCrest Wealth Management
New York
$74K 1,301 – –
Northwestern Mutual Wealth Management
124
Northwestern Mutual Wealth Management
Wisconsin
$65K 1,148 -693 -38%
MA
125
MCF Advisors
Kentucky
$65K 1,140 – –
3 4
5
6 7