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

Top Sellers

1
CCS
Crosspoint Capital Strategies
California
$0
2
Morgan Stanley
Morgan Stanley
New York
$98.3M
3
Bank of America
Bank of America
North Carolina
$33.7M
4
RJFSA
Raymond James Financial Services Advisors
Florida
$32.7M
5
MML Investors Services
MML Investors Services
Massachusetts
$38.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
126
MCF Advisors
Kentucky
$68K – – –
Manulife (Manufacturers Life Insurance)
127
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$60K – – –
Northwestern Mutual Wealth Management
128
Northwestern Mutual Wealth Management
Wisconsin
$60K +$5.44K +104 +10%
US Bancorp
129
US Bancorp
Minnesota
$59K -$941K -17,770 -94%
PFA
130
Pathway Financial Advisors
Vermont
$57K -$33.7K -636 -37%
PA
131
Parallel Advisors
California
$54K – – –
TIM
132
Tortoise Investment Management
New York
$53K – – –
AOWM
133
Alpha Omega Wealth Management
Virginia
$53K – – –
ASN
134
Advisory Services Network
Georgia
$42K – – –
WAP
135
Wealthcare Advisory Partners
Pennsylvania
$42K – – –
APA
136
American Portfolios Advisors
New York
$35K -$13.4K -255 -28%
RCG
137
Ruggie Capital Group
Florida
$29K +$26.2K +501 +945%
RCAG
138
Rehmann Capital Advisory Group
Michigan
$26K +$26K +496 New
FMP
139
Financial Management Professionals
Texas
$25K – – –
ACA
140
Atlas Capital Advisors
Wyoming
$21.4K +$21.4K +406 New
AIM
141
Advantage Investment Management
Iowa
$21K – – –
M
142
MOTCO
Texas
$18K – – –
CBT
143
Capital Bank & Trust
California
$18K – – –
ML
144
McAdam LLC
Pennsylvania
$18K +$18K +340 New
GBBWRPM
145
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$15K – – –
SEI Investments
146
SEI Investments
Pennsylvania
$14K +$2.16K +41 +18%
AIM
147
Anchor Investment Management
South Carolina
$13.4K -$6.06K -115 -31%
DSC
148
Duncker Streett & Co
Missouri
$11K – – –
AWA
149
Acorn Wealth Advisors
Michigan
$11K – – –
MCM
150
MV Capital Management
Maryland
$6K -$7.59K -148 -56%
3 4 5
6
7