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Invesco Dorsey Wright Momentum ETF
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Overview Fund Activity

157 hedge funds and large institutions have $1.13B invested in Invesco Dorsey Wright Momentum ETF in 2019 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 57 increasing their positions, 54 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
157
Holders Change
+4
Holders Change %
+2.61%
% of All Funds
3.45%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.13%
New
20
Increased
57
Reduced
54
Closed
16
Calls
$1.05M
Puts
$591K
Net Calls
+$463K
Net Calls Change
-$315K

Top Buyers

1
Citigroup
Citigroup
New York
$269M
2
SFI
SPC Financial Inc
Maryland
$21.6M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$35.3M
4
Invesco
Invesco
Georgia
$5.74M
5
AWM
AE Wealth Management
Kansas
$2.72M

Top Sellers

1
GA
Gateway Advisory
New Jersey
$20.9M
2
TC
Trilogy Capital
California
$0
3
EC
Estate Counselors
Wisconsin
$0
4
RCG
Ruggie Capital Group
Florida
$536K
5
Morgan Stanley
Morgan Stanley
New York
$87M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
151
MV Capital Management
Maryland
$7K – – –
IRC
152
Investors Research Corp
Georgia
$5K – – –
CFGS
153
Concourse Financial Group Securities
Alabama
$5K – – –
CAL
154
Capital Analysts LLC
Pennsylvania
$5K +$5K +86 New
VFA
155
Valeo Financial Advisors
Indiana
$5K +$5K +90 New
1NWS
156
1 North Wealth Services
Maryland
$3K +$3K +57 New
CFD
157
Creative Financial Designs
Indiana
$2K +$2K +30 New
TC
158
Trilogy Capital
California
– -$10.2M -164,331 Closed
EC
159
Estate Counselors
Wisconsin
– -$8.67M -143,650 Closed
Koshinski Asset Management
160
Koshinski Asset Management
Illinois
– -$4.03M -66,876 Closed
BRWM
161
B. Riley Wealth Management
Tennessee
– -$603 -10,002 Closed
TSS
162
Two Sigma Securities
New York
– -$220K -3,653 Closed
AOWM
163
Alpha Omega Wealth Management
Virginia
– -$61K -1,009 Closed
FANJ
164
Financial Architects (New Jersey)
New Jersey
– -$54K -897 Closed
RCAG
165
Rehmann Capital Advisory Group
Michigan
– -$29.9K -496 Closed
SMFS
166
Squar Milner Financial Services
California
– -$24K -405 Closed
BBHC
167
Brown Brothers Harriman & Co
New York
– -$24K -400 Closed
EWM
168
Executive Wealth Management
Michigan
– -$21K -345 Closed
DSC
169
Duncker Streett & Co
Missouri
– -$12K -200 Closed
QCIG
170
Quad-Cities Investment Group
Iowa
– -$7K -115 Closed
IWA
171
IBEX Wealth Advisors
New Jersey
– -$4K -72 Closed
AAP
172
Arax Advisory Partners
Colorado
– -$3K -44 Closed
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