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Invesco Dorsey Wright Momentum ETF
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Overview Fund Activity

147 hedge funds and large institutions have $861M invested in Invesco Dorsey Wright Momentum ETF in 2018 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 41 increasing their positions, 58 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
147
Holders Change
-6
Holders Change %
-3.92%
% of All Funds
3.37%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.18%
New
14
Increased
41
Reduced
58
Closed
19
Calls
$421K
Puts
$6K
Net Calls
+$415K
Net Calls Change
+$73K

Top Buyers

1
Invesco
Invesco
Georgia
$18.1M
2
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$15.3M
3
Morgan Stanley
Morgan Stanley
New York
$105M
4
BCM
Barometer Capital Management
Ontario, Canada
$8.81M
5
Ameriprise
Ameriprise
Minnesota
$15.8M

Top Sellers

1
GA
Gateway Advisory
New Jersey
$34.1M
2
SG
Strid Group
Pennsylvania
$21.1M
3
RJA
Raymond James & Associates
Florida
$43.8M
4
IFWM
Institute for Wealth Management
Colorado
$0
5
Jane Street
Jane Street
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$105M +$1.84M +33,178 +2%
Wells Fargo
2
Wells Fargo
California
$81.6M +$54.1K +977 +0.1%
UBS Group
3
UBS Group
Switzerland
$49.7M +$791K +14,292 +2%
RJA
4
Raymond James & Associates
Florida
$43.8M -$6.68M -120,649 -13%
MML Investors Services
5
MML Investors Services
Massachusetts
$39.6M -$1.05M -19,008 -3%
PFS
6
Prospera Financial Services
Texas
$39.4M +$578K +10,386 +1%
Bank of America
7
Bank of America
North Carolina
$34.7M -$711K -12,849 -2%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$34.5M +$102K +1,846 +0.3%
GA
9
Gateway Advisory
New Jersey
$34.1M -$48.4M -874,632 -59%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$33.8M -$403K -7,275 -1%
NC
11
NewSquare Capital
Pennsylvania
$31.9M +$192K +3,341 +0.6%
SFI
12
SPC Financial Inc
Maryland
$27.3M -$93.3K -1,686 -0.3%
BTS
13
BB&T Securities
Virginia
$24.4M +$894K +16,162 +4%
LPL Financial
14
LPL Financial
California
$24.3M -$496K -8,958 -2%
SG
15
Strid Group
Pennsylvania
$21.1M -$9.53M -172,159 -31%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$20.8M +$1.24M +22,453 +6%
Invesco
17
Invesco
Georgia
$18.1M +$7.06M +127,516 +64%
QA
18
Quantitative Advantage
Minnesota
$16.2M -$114K -2,054 -0.7%
Ameriprise
19
Ameriprise
Minnesota
$15.8M +$1.63M +29,443 +12%
Carson Wealth (CWM LLC)
20
Carson Wealth (CWM LLC)
Nebraska
$15.3M +$3.15M +56,989 +26%
Wealth Enhancement Advisory Services
21
Wealth Enhancement Advisory Services
Minnesota
$15M -$185K -3,270 -1%
AG
22
Advisor Group
Arizona
$12.5M -$484K -8,744 -4%
EC
23
Estate Counselors
Wisconsin
$9.86M -$509K -9,200 -5%
BCM
24
Barometer Capital Management
Ontario, Canada
$8.81M +$1.64M +29,700 +23%
Stifel Financial
25
Stifel Financial
Missouri
$8.51M -$300K -5,410 -3%
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