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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.

New
Increased
Maintained
Reduced
Closed
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 %
SS
126
Simplicity Solutions
Minnesota
$230K -$2.55M -39,475 -92%
Northwestern Mutual Wealth Management
127
Northwestern Mutual Wealth Management
Wisconsin
$229K +$64 +1 +0%
SG
128
StoneX Group
New York
$228K -$47.8K -742 -17%
NFG
129
Next Financial Group
Texas
$224K -$258 -4 -0.1%
QPWM
130
Quadrant Private Wealth Management
Pennsylvania
$219K – – –
KWM
131
Kingsview Wealth Management
Oregon
$211K +$211K +3,280 New
WANY
132
Wealthspire Advisors (New York)
New York
$200K +$200K +3,106 New
CFB
133
Cullen/Frost Bankers
Texas
$199K -$19.3K -301 -9%
AWA
134
Arkadios Wealth Advisors
Georgia
$193K +$193K +2,773 New
ASN
135
Advisory Services Network
Georgia
$141K +$72.2K +1,119 +105%
ACM
136
Allred Capital Management
Texas
$107K +$107K +1,663 New
PFBT
137
Parkside Financial Bank & Trust
Missouri
$106K – – –
LFG
138
LifePlan Financial Group
Ohio
$104K – – –
US Bancorp
139
US Bancorp
Minnesota
$92K -$36.6K -566 -28%
MA
140
MCF Advisors
Kentucky
$73K – – –
TIM
141
Tortoise Investment Management
New York
$64K – – –
WP
142
WealthShield Partners
North Carolina
$64K – – –
PA
143
Parallel Advisors
California
$53K – – –
Deutsche Bank
144
Deutsche Bank
Germany
$52K – – –
IF
145
Ironwood Financial
Arizona
$51K – – –
WAP
146
Wealthcare Advisory Partners
Pennsylvania
$51K – – –
VFA
147
Valeo Financial Advisors
Indiana
$45K +$39.2K +610 +678%
TSW
148
Thompson Siegel & Walmsley
Virginia
$41K -$157K -2,424 -79%
CAAS
149
Capital Asset Advisory Services
Michigan
$38K +$38K +550 New
ONST
150
Old North State Trust
North Carolina
$29K +$29K +450 New
4 5
6
7 8