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Invesco Dorsey Wright Momentum ETF
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Overview Fund Activity

155 hedge funds and large institutions have $699M invested in Invesco Dorsey Wright Momentum ETF in 2018 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 38 increasing their positions, 56 reducing their positions, and 24 closing their positions.

Holders
155
Holders Change
+6
Holders Change %
+4.03%
% of All Funds
3.46%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
31
Increased
38
Reduced
56
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BFG
1
Barber Financial Group
Kansas
$12.9M
2
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$30.1M
3
RJA
3
Raymond James & Associates
Florida
$49.4M
4
MWM
4
MorganRosel Wealth Management
Colorado
$6.41M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$29M

Top Sellers

1
Citigroup
1
Citigroup
New York
$516K
2
GA
2
Gateway Advisory
New Jersey
$1.41M
3
BTS
3
BB&T Securities
Virginia
$13.5M
4
EC
4
Estate Counselors
Wisconsin
$288K
5
UBS Group
5
UBS Group
Switzerland
$36.1M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$83M 1,712,886 -117,188 -6%
Wells Fargo
2
Wells Fargo
California
$73.8M 1,523,067 +37,299 +3%
RJA
3
Raymond James & Associates
Florida
$49.4M 1,019,101 +185,327 +22%
UBS Group
4
UBS Group
Switzerland
$36.1M 744,274 -169,049 -19%
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$30.1M 621,736 +216,420 +53%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$29.8M 614,582 +30,416 +5%
NC
7
NewSquare Capital
Pennsylvania
$29.5M 608,149 +5,283 +0.9%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$29M 599,323 +78,664 +15%
Bank of America
9
Bank of America
North Carolina
$27.9M 575,601 -66,149 -10%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$23.8M 490,538 -118,706 -19%
LPL Financial
11
LPL Financial
California
$20.5M 422,194 -15,116 -3%
PFS
12
Prospera Financial Services
Texas
$19.9M 412,082 -19,854 -5%
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$19.7M 406,530 +10,360 +3%
SG
14
Strid Group
Pennsylvania
$16.3M 336,673 -32,296 -9%
BTS
15
BB&T Securities
Virginia
$13.5M 278,904 -250,318 -47%
BFG
16
Barber Financial Group
Kansas
$12.9M 266,943 +266,943 New
Wealth Enhancement Advisory Services
17
Wealth Enhancement Advisory Services
Minnesota
$11.7M 226,585 -24,881 -10%
AG
18
Advisor Group
Arizona
$11.3M 233,445 -14,984 -6%
Ameriprise
19
Ameriprise
Minnesota
$11.2M 230,254 -27,386 -11%
MML Investors Services
20
MML Investors Services
Massachusetts
$9.55M 196,946 -29,153 -13%
SFI
21
SPC Financial Inc
Maryland
$8.82M 181,960 -3,380 -2%
Invesco
22
Invesco
Georgia
$7.8M 160,897 -88,287 -35%
Stifel Financial
23
Stifel Financial
Missouri
$7.06M 145,801 +682 +0.5%
MWM
24
MorganRosel Wealth Management
Colorado
$6.41M 132,249 +132,249 New
OPCM
25
Osborne Partners Capital Management
California
$5.71M 117,807 -2,570 -2%
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