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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 %
FGAM
151
Financial Gravity Asset Management
Texas
$27K -$1.14K -18 -4%
EP
152
Eudaimonia Partners
Tennessee
$27K +$27K +425 New
SMFS
153
Squar Milner Financial Services
California
$26K +$26K +405 New
1W
154
1776 Wealth
Georgia
$25K +$25K +400 New
CBT
155
Capital Bank & Trust
California
$23K – – –
M
156
MOTCO
Texas
$19K – – –
AIM
157
Anchor Investment Management
South Carolina
$16.4K – – –
CIA
158
Cascade Investment Advisors
Oregon
$13.2K – – –
RG
159
Retirement Group
California
$13K +$13K +100 New
DSC
160
Duncker Streett & Co
Missouri
$13K +$13K +200 New
APA
161
American Portfolios Advisors
New York
$12.6K – – –
ACA
162
Atlas Capital Advisors
Wyoming
$9.4K – – –
MCM
163
MV Capital Management
Maryland
$8K – – –
BWL
164
Bogart Wealth LLC
Virginia
$7K – – –
TCM
165
Tradewinds Capital Management
Washington
$7K +$7K +104 New
CAL
166
Capital Analysts LLC
Pennsylvania
$6K – – –
CFGS
167
Concourse Financial Group Securities
Alabama
$5K – – –
IRC
168
Investors Research Corp
Georgia
$5K – – –
VCP
169
Verus Capital Partners
Arizona
$5K +$5K +75 New
1NWS
170
1 North Wealth Services
Maryland
$4K – – –
OPS
171
Orion Portfolio Solutions
Nebraska
$3K +$3K +45 New
MAWCM
172
Mine & Arao Wealth Creation & Management
California
$3K +$3K +50 New
CMA
173
Cedar Mountain Advisors
Oregon
$2K +$2K +27 New
CL
174
Cabana LLC
Arkansas
$2K +$2K +32 New
AIP
175
Almanack Investment Partners
Pennsylvania
– -$6.91M -113,442 Closed
4 5 6
7
8