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Invesco Dorsey Wright Momentum ETF
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Overview Fund Activity

155 hedge funds and large institutions have $699M invested in Invesco Dorsey Wright Momentum ETF in 2018 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 38 increasing their positions, 56 reducing their positions, and 24 closing their positions.

Holders
155
Holders Change
+6
Holders Change %
+4.03%
% of All Funds
3.46%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
31
Increased
38
Reduced
56
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BFG
1
Barber Financial Group
Kansas
$12.9M
2
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$30.1M
3
RJA
3
Raymond James & Associates
Florida
$49.4M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$29M
5
GFP
5
Gryphon Financial Partners
Ohio
$3.66M

Top Sellers

1
Citigroup
1
Citigroup
New York
$516K
2
GA
2
Gateway Advisory
New Jersey
$1.41M
3
BTS
3
BB&T Securities
Virginia
$13.5M
4
EC
4
Estate Counselors
Wisconsin
$288K
5
UBS Group
5
UBS Group
Switzerland
$36.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
1NWS
151
1 North Wealth Services
Maryland
$3K +$3K +57 New
AAP
152
Arax Advisory Partners
Colorado
$2K – – –
WDL
153
Well Done LLC
Michigan
$1K -$485K -11,159 -100%
CC
154
Claybrook Capital
Massachusetts
$1K +$1K +23 New
BCM
155
Barometer Capital Management
Ontario, Canada
– -$3.5M -58,700 Closed
PMG
156
ProVise Management Group
Florida
– -$2.83M -47,551 Closed
SG Americas Securities
157
SG Americas Securities
New York
– -$1.75M -29,393 Closed
UFF
158
USA Financial Formulas
Michigan
– -$916K -16,560 Closed
PAG
159
Private Advisor Group
New Jersey
– -$904K -15,170 Closed
GFPC
160
Global Financial Private Capital
Florida
– -$768K -12,893 Closed
CCS
161
Crosspoint Capital Strategies
California
– -$329K -5,529 Closed
DWM
162
Dynasty Wealth Management
Florida
– -$310K -5,200 Closed
Bank of New York Mellon
163
Bank of New York Mellon
New York
– -$304K -5,097 Closed
UWM
164
USAdvisors Wealth Management
Minnesota
– -$295K -4,957 Closed
CIBC World Market
165
CIBC World Market
Ontario, Canada
– -$282K -4,726 Closed
MWM
166
MinichMacGregor Wealth Management
New York
– -$265K -4,467 Closed
AWM
167
AE Wealth Management
Kansas
– -$259K -4,350 Closed
Renaissance Technologies
168
Renaissance Technologies
New York
– -$244K -4,100 Closed
BFPW
169
BOK Financial Private Wealth
Colorado
– -$238K -3,999 Closed
SG
170
StoneX Group
New York
– -$233K -3,903 Closed
JPMPWA
171
J.P. Morgan Private Wealth Advisors
California
– -$227K -3,804 Closed
CFB
172
Cullen/Frost Bankers
Texas
– -$214K -3,583 Closed
QPWM
173
Quadrant Private Wealth Management
Pennsylvania
– -$203K -3,400 Closed
JFA
174
JNBA Financial Advisors
Minnesota
– -$60K -1,009 Closed
RCAG
175
Rehmann Capital Advisory Group
Michigan
– -$29.6K -496 Closed
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