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Invesco Dorsey Wright Momentum ETF
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Overview Fund Activity

149 hedge funds and large institutions have $1.03B invested in Invesco Dorsey Wright Momentum ETF in 2018 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 44 increasing their positions, 51 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
149
Holders Change
+2
Holders Change %
+1.36%
% of All Funds
3.41%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.14%
New
19
Increased
44
Reduced
51
Closed
16
Calls
$555K
Puts
–
Net Calls
+$555K
Net Calls Change
+$140K

Top Buyers

1
Citigroup
Citigroup
New York
$141M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$34.8M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$24.2M
4
BTS
BB&T Securities
Virginia
$31.5M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$3.18M

Top Sellers

1
MML Investors Services
MML Investors Services
Massachusetts
$13.5M
2
SFI
SPC Financial Inc
Maryland
$11M
3
QA
Quantitative Advantage
Minnesota
$0
4
PFS
Prospera Financial Services
Texas
$24.9M
5
BCM
Barometer Capital Management
Ontario, Canada
$3.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Citigroup
1
Citigroup
New York
$141M +$140M +2,350,582 +22,700%
Morgan Stanley
2
Morgan Stanley
New York
$109M -$4.18M -70,099 -4%
Wells Fargo
3
Wells Fargo
California
$88.5M +$695K +11,655 +0.8%
UBS Group
4
UBS Group
Switzerland
$54.4M +$914K +15,343 +2%
RJA
5
Raymond James & Associates
Florida
$49.7M +$2.48M +41,678 +5%
Bank of America
6
Bank of America
North Carolina
$38.2M +$899K +15,089 +2%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$36.3M -$821K -13,782 -2%
NC
8
NewSquare Capital
Pennsylvania
$35.9M +$2.93M +49,154 +9%
GA
9
Gateway Advisory
New Jersey
$34.9M -$1.81M -30,377 -5%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$34.8M +$29.9M +502,489 +615%
BTS
11
BB&T Securities
Virginia
$31.5M +$5.27M +88,427 +20%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$31M -$5.4M -90,696 -15%
LPL Financial
13
LPL Financial
California
$26.1M -$95.7K -1,606 -0.4%
PFS
14
Prospera Financial Services
Texas
$24.9M -$15.9M -276,628 -39%
Carson Wealth (CWM LLC)
15
Carson Wealth (CWM LLC)
Nebraska
$24.2M +$7.65M +128,303 +46%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$23.6M +$1.21M +20,283 +5%
SG
17
Strid Group
Pennsylvania
$22M -$694K -11,649 -3%
Ameriprise
18
Ameriprise
Minnesota
$15.4M -$1.66M -27,813 -10%
Invesco
19
Invesco
Georgia
$14.8M -$4.59M -77,007 -24%
AG
20
Advisor Group
Arizona
$14.8M +$1.37M +23,069 +10%
MML Investors Services
21
MML Investors Services
Massachusetts
$13.5M -$29.2M -489,834 -68%
Wealth Enhancement Advisory Services
22
Wealth Enhancement Advisory Services
Minnesota
$13M -$643K -12,396 -5%
NA
23
NewEdge Advisors
Louisiana
$12.6M +$441K +7,402 +4%
SFI
24
SPC Financial Inc
Maryland
$11M -$18.3M -307,725 -62%
EC
25
Estate Counselors
Wisconsin
$10.8M +$186K +3,120 +2%
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