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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 %
IA
101
IFP Advisors
Florida
$409K -$270K -4,200 -40%
WA
102
Waverly Advisors
Alabama
$399K – – –
CS
103
Credit Suisse
Switzerland
$393K -$879K -13,664 -69%
SPIA
104
Steward Partners Investment Advisory
New York
$381K -$19.3K -300 -5%
Carson Wealth (CWM LLC)
105
Carson Wealth (CWM LLC)
Nebraska
$373K – – –
MWP
106
MYCIO Wealth Partners
Pennsylvania
$373K – – –
PAG
107
Private Advisory Group
Washington
$365K -$295K -4,585 -45%
AWM
108
AE Wealth Management
Kansas
$351K -$2.53M -39,249 -88%
PNC Financial Services Group
109
PNC Financial Services Group
Pennsylvania
$346K +$4.32K +67 +1%
TCWM
110
Total Clarity Wealth Management
Illinois
$345K +$345K +5,355 New
Fidelity Investments
111
Fidelity Investments
Massachusetts
$339K +$1.42K +22 +0.4%
RA
112
RFG Advisory
Alabama
$328K – – –
LNC
113
Lincoln National Corp
Pennsylvania
$318K +$51.3K +796 +19%
PWM
114
Perigon Wealth Management
California
$306K – – –
PSF
115
Pacific Sun Financial
California
$303K +$1.29K +20 +0.4%
SAM
116
Strategy Asset Managers
California
$290K +$290K +4,500 New
PWP
117
Principle Wealth Partners
Connecticut
$283K -$41.9K -650 -13%
Northern Trust
118
Northern Trust
Illinois
$274K -$12.8K -199 -4%
SLWS
119
Swaine & Leidel Wealth Services
Florida
$267K -$174K -2,703 -39%
DAS
120
Dynamic Advisor Solutions
Arizona
$267K -$70.2K -1,090 -21%
EWP
121
Engrave Wealth Partners
Texas
$267K +$267K +4,152 New
MFG
122
Magnus Financial Group
New York
$258K – – –
BSAM
123
Blue Sky Asset Management
Colorado
$250K +$250K +3,891 New
FNBT
124
FineMark National Bank & Trust
Florida
$243K – – –
MWM
125
MinichMacGregor Wealth Management
New York
$240K +$22.4K +348 +10%
3 4
5
6 7