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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.

New
Increased
Maintained
Reduced
Closed
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
Gateway Advisory
New Jersey
$82.3M
2
TC
Trilogy Capital
California
$6.07M
3
Bank of America
Bank of America
North Carolina
$37.4M
4
EWA
EP Wealth Advisors
California
$4.02M
5
OC
Oppenheimer & Co
New York
$3.31M

Top Sellers

1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$373K
2
PFS
Prospera Financial Services
Texas
$0
3
BFG
Barber Financial Group
Kansas
$1.54M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$26.2M
5
RJA
Raymond James & Associates
Florida
$50.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
US Bancorp
126
US Bancorp
Minnesota
$61K – – –
CIAS
127
Capital Investment Advisory Services
North Carolina
$59K -$18K -318 -23%
TIM
128
Tortoise Investment Management
New York
$57K – – –
AOWM
129
Alpha Omega Wealth Management
Virginia
$57K – – –
PA
130
Parallel Advisors
California
$47K – – –
WAP
131
Wealthcare Advisory Partners
Pennsylvania
$45K -$18.3K -325 -29%
IF
132
Ironwood Financial
Arizona
$45K – – –
APA
133
American Portfolios Advisors
New York
$39.4K – – –
FGAM
134
Financial Gravity Asset Management
Texas
$29K +$29K +506 New
RCAG
135
Rehmann Capital Advisory Group
Michigan
$28.1K +$28.1K +496 New
AIM
136
Advantage Investment Management
Iowa
$23K – – –
BBHC
137
Brown Brothers Harriman & Co
New York
$23K +$23K +400 New
SMFS
138
Squar Milner Financial Services
California
$22K – – –
EWM
139
Executive Wealth Management
Michigan
$20K – – –
M
140
MOTCO
Texas
$20K – – –
CBT
141
Capital Bank & Trust
California
$20K – – –
ACA
142
Atlas Capital Advisors
Wyoming
$15.7K – – –
AIM
143
Anchor Investment Management
South Carolina
$14.5K – – –
EWM
144
Elmwood Wealth Management
California
$12K – – –
GCA
145
Genesee Capital Advisors
New York
$12K +$12K +210 New
CIA
146
Cascade Investment Advisors
Oregon
$11.6K – – –
DSC
147
Duncker Streett & Co
Missouri
$11K – – –
Toronto Dominion Bank
148
Toronto Dominion Bank
Ontario, Canada
$7K -$13.2K -240 -65%
MCM
149
MV Capital Management
Maryland
$7K – – –
QCIG
150
Quad-Cities Investment Group
Iowa
$7K – – –
3 4 5
6
7