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Invesco Dorsey Wright Momentum ETF
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Overview Fund Activity

149 hedge funds and large institutions have $1.03B invested in Invesco Dorsey Wright Momentum ETF in 2018 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 44 increasing their positions, 51 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
149
Holders Change
+2
Holders Change %
+1.36%
% of All Funds
3.41%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.14%
New
19
Increased
44
Reduced
51
Closed
16
Calls
$555K
Puts
–
Net Calls
+$555K
Net Calls Change
+$140K

Top Buyers

1
Citigroup
Citigroup
New York
+$140M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$29.9M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$7.65M
4
BTS
BB&T Securities
Virginia
+$5.27M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$3.18M

Top Sellers

1
MML Investors Services
MML Investors Services
Massachusetts
-$29.2M
2
SFI
SPC Financial Inc
Maryland
-$18.3M
3
QA
Quantitative Advantage
Minnesota
-$16.2M
4
PFS
Prospera Financial Services
Texas
-$15.9M
5
BCM
Barometer Capital Management
Ontario, Canada
-$5.98M
Name Holding Trade Value Shares
Change 		Shares
Change %
JFA
126
JNBA Financial Advisors
Minnesota
$60K -$108K -1,814 -64%
TIM
127
Tortoise Investment Management
New York
$60K – – –
AOWM
128
Alpha Omega Wealth Management
Virginia
$60K – – –
IF
129
Ironwood Financial
Arizona
$48K +$48K +800 New
ASN
130
Advisory Services Network
Georgia
$47K – – –
APA
131
American Portfolios Advisors
New York
$39.6K – – –
RCAG
132
Rehmann Capital Advisory Group
Michigan
$29.6K – – –
FMP
133
Financial Management Professionals
Texas
$28K – – –
AIM
134
Advantage Investment Management
Iowa
$24K – – –
SMFS
135
Squar Milner Financial Services
California
$24K +$24K +405 New
CBT
136
Capital Bank & Trust
California
$21K – – –
M
137
MOTCO
Texas
$21K – – –
ML
138
McAdam LLC
Pennsylvania
$20K – – –
ACA
139
Atlas Capital Advisors
Wyoming
$16.3K – – –
AIM
140
Anchor Investment Management
South Carolina
$15.2K – – –
QCIG
141
Quad-Cities Investment Group
Iowa
$14K – – –
DSC
142
Duncker Streett & Co
Missouri
$12K – – –
MCM
143
MV Capital Management
Maryland
$7K – – –
CAC
144
Certified Advisory Corp
Florida
$6K – – –
AAP
145
Arax Advisory Partners
Colorado
$3K +$3K +44 New
KF
146
Krilogy Financial
Missouri
$3K +$3K +53 New
IP
147
Investment Partners
Ohio
$1.42K -$20 -170 -1%
AF
148
Allworth Financial
California
$1K +$1K +20 New
QA
149
Quantitative Advantage
Minnesota
– -$16.2M -292,350 Closed
FIM
150
Freedom Investment Management
Connecticut
– -$1.96M -35,476 Closed
3 4 5
6
7