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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
1
Gateway Advisory
New Jersey
$82.3M
2
TC
2
Trilogy Capital
California
$6.07M
3
Bank of America
3
Bank of America
North Carolina
$37.4M
4
EWA
4
EP Wealth Advisors
California
$4.02M
5
OC
5
Oppenheimer & Co
New York
$3.31M

Top Sellers

1
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$373K
2
PFS
2
Prospera Financial Services
Texas
$0
3
BFG
3
Barber Financial Group
Kansas
$1.54M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$26.2M
5
RJA
5
Raymond James & Associates
Florida
$50.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAC
151
Certified Advisory Corp
Florida
$6K – – –
IA
152
IFP Advisors
Florida
$5K -$536K -9,647 -99%
Koshinski Asset Management
153
Koshinski Asset Management
Illinois
$4.66K -$14 -255 -0.3%
BWL
154
Bogart Wealth LLC
Virginia
$4K +$4K +75 New
IRC
155
Investors Research Corp
Georgia
$4K +$4K +78 New
1NWS
156
1 North Wealth Services
Maryland
$3K – – –
PFS
157
Prospera Financial Services
Texas
– -$19.9M -412,082 Closed
GFP
158
Gryphon Financial Partners
Ohio
– -$3.66M -65,799 Closed
CM
159
Columbus Macro
Pennsylvania
– -$2.54M -52,445 Closed
TWA
160
Tillar-Wenstrup Advisors
Ohio
– -$492K -10,158 Closed
BFA
161
Brendel Financial Advisors
New Hampshire
– -$448K -9,244 Closed
TSS
162
Two Sigma Securities
New York
– -$426K -8,779 Closed
EFS
163
Essex Financial Services
Connecticut
– -$327K -6,745 Closed
AIP
164
Almanack Investment Partners
Pennsylvania
– -$319K -6,580 Closed
CA
165
Calton & Associates
Florida
– -$287K -5,915 Closed
BAS
166
Brown Advisory Securities
Maryland
– -$221K -4,591 Closed
MOS
167
MGO One Seven
Ohio
– -$109K -2,255 Closed
AIC
168
Ameritas Investment Company
Nebraska
– -$108K -2,234 Closed
HT
169
Heritage Trust
Oklahoma
– -$106K -2,192 Closed
FMP
170
Financial Management Professionals
Texas
– -$23K -474 Closed
UBS AM
171
UBS AM
Illinois
– -$21.9K -452 Closed
WTC
172
WhitTier Trust Company
Nevada
– -$22K -447 Closed
CC
173
Claybrook Capital
Massachusetts
– -$1K -23 Closed
WDL
174
Well Done LLC
Michigan
– -$1K -23 Closed
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