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Invesco Dorsey Wright Momentum ETF
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Overview Fund Activity

153 hedge funds and large institutions have $901M invested in Invesco Dorsey Wright Momentum ETF in 2018 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 43 increasing their positions, 62 reducing their positions, and 12 closing their positions.

Holders
153
Holders Change
–
Holders Change %
0%
% of All Funds
3.51%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.18%
New
14
Increased
43
Reduced
62
Closed
12
Calls
$342K
Puts
–
Net Calls
+$342K
Net Calls Change
-$195K

Top Buyers

1
EC
1
Estate Counselors
Wisconsin
$9.87M
2
BTS
2
BB&T Securities
Virginia
$22.4M
3
BCM
3
Barometer Capital Management
Ontario, Canada
$6.82M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$32.6M
5
Wells Fargo
5
Wells Fargo
California
$77.6M

Top Sellers

1
CCS
1
Crosspoint Capital Strategies
California
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$98.3M
3
Bank of America
3
Bank of America
North Carolina
$33.7M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$32.7M
5
MML Investors Services
5
MML Investors Services
Massachusetts
$38.7M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$98.3M 1,866,995 -180,255 -9%
GA
2
Gateway Advisory
New Jersey
$78.5M 1,490,275 -60,325 -4%
Wells Fargo
3
Wells Fargo
California
$77.6M 1,473,136 +56,027 +4%
RJA
4
Raymond James & Associates
Florida
$48.1M 912,745 -29,281 -3%
UBS Group
5
UBS Group
Switzerland
$46.5M 883,688 -40,426 -4%
MML Investors Services
6
MML Investors Services
Massachusetts
$38.7M 734,941 -91,796 -11%
PFS
7
Prospera Financial Services
Texas
$36.6M 698,178 +30,944 +5%
Bank of America
8
Bank of America
North Carolina
$33.7M 639,510 -121,814 -16%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$32.7M 621,180 -111,418 -15%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$32.6M 618,630 +66,499 +12%
SG
11
Strid Group
Pennsylvania
$29.3M 552,777 -11,595 -2%
NC
12
NewSquare Capital
Pennsylvania
$28M 550,371 +44,924 +9%
SFI
13
SPC Financial Inc
Maryland
$26.1M 494,751 +28,459 +6%
LPL Financial
14
LPL Financial
California
$23.6M 447,874 -18,012 -4%
BTS
15
BB&T Securities
Virginia
$22.4M 424,633 +137,116 +48%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$18.6M 353,434 +26,382 +8%
QA
17
Quantitative Advantage
Minnesota
$15.5M 294,404 +1,957 +0.7%
Wealth Enhancement Advisory Services
18
Wealth Enhancement Advisory Services
Minnesota
$14.2M 267,132 -2,981 -1%
Ameriprise
19
Ameriprise
Minnesota
$13.5M 256,010 -73,505 -22%
AG
20
Advisor Group
Arizona
$12.3M 234,104 -12,322 -5%
Carson Wealth (CWM LLC)
21
Carson Wealth (CWM LLC)
Nebraska
$11.6M 220,024 +16,665 +8%
Invesco
22
Invesco
Georgia
$10.5M 198,675 +48,200 +32%
EC
23
Estate Counselors
Wisconsin
$9.87M 187,390 +181,340 +2,997%
NA
24
NewEdge Advisors
Louisiana
$9.81M 191,335 -1,264 -0.7%
Stifel Financial
25
Stifel Financial
Missouri
$8.38M 159,125 -4,747 -3%
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