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Invesco Dorsey Wright Momentum ETF
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Overview Fund Activity

153 hedge funds and large institutions have $870M invested in Invesco Dorsey Wright Momentum ETF in 2019 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 47 increasing their positions, 57 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
153
Holders Change
-4
Holders Change %
-2.55%
% of All Funds
3.33%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.17%
New
16
Increased
47
Reduced
57
Closed
13
Calls
$1.12M
Puts
$344K
Net Calls
+$778K
Net Calls Change
+$432K

Top Buyers

1
PFS
Prospera Financial Services
Texas
$44.9M
2
EC
Estate Counselors
Wisconsin
$8.67M
3
RCG
Ruggie Capital Group
Florida
$8.17M
4
AIP
Almanack Investment Partners
Pennsylvania
$7.16M
5
RJA
Raymond James & Associates
Florida
$59.9M

Top Sellers

1
GA
Gateway Advisory
New Jersey
$41.5M
2
Morgan Stanley
Morgan Stanley
New York
$93.1M
3
Wells Fargo
Wells Fargo
California
$85M
4
AG
Advisor Group
Arizona
$11.7M
5
Citadel Advisors
Citadel Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AOWM
126
Alpha Omega Wealth Management
Virginia
$61K – – –
TIM
127
Tortoise Investment Management
New York
$60K – – –
FANJ
128
Financial Architects (New Jersey)
New Jersey
$54K +$54K +897 New
PA
129
Parallel Advisors
California
$49K -$777 -13 -2%
IF
130
Ironwood Financial
Arizona
$48K – – –
WAP
131
Wealthcare Advisory Partners
Pennsylvania
$48K – – –
APA
132
American Portfolios Advisors
New York
$41.9K – – –
RCAG
133
Rehmann Capital Advisory Group
Michigan
$29.9K – – –
BBHC
134
Brown Brothers Harriman & Co
New York
$24K – – –
AIM
135
Advantage Investment Management
Iowa
$24K – – –
SMFS
136
Squar Milner Financial Services
California
$24K – – –
EWM
137
Executive Wealth Management
Michigan
$21K -$974 -16 -4%
M
138
MOTCO
Texas
$21K – – –
CBT
139
Capital Bank & Trust
California
$21K – – –
AIM
140
Anchor Investment Management
South Carolina
$15.4K – – –
CIA
141
Cascade Investment Advisors
Oregon
$12.4K – – –
DSC
142
Duncker Streett & Co
Missouri
$12K – – –
ACA
143
Atlas Capital Advisors
Wyoming
$8.81K -$7.9K -131 -47%
MCM
144
MV Capital Management
Maryland
$7K – – –
QCIG
145
Quad-Cities Investment Group
Iowa
$7K – – –
BWL
146
Bogart Wealth LLC
Virginia
$6K +$2.05K +39 +52%
IRC
147
Investors Research Corp
Georgia
$5K – – –
CFGS
148
Concourse Financial Group Securities
Alabama
$5K +$5K +81 New
FGAM
149
Financial Gravity Asset Management
Texas
$4K -$27.6K -442 -87%
IWA
150
IBEX Wealth Advisors
New Jersey
$4K +$4K +72 New
3 4 5
6
7