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Invesco Dorsey Wright Momentum ETF
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Overview Fund Activity

157 hedge funds and large institutions have $784M invested in Invesco Dorsey Wright Momentum ETF in 2019 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 36 increasing their positions, 63 reducing their positions, and 18 closing their positions.

Holders
157
Holders Change
+2
Holders Change %
+1.29%
% of All Funds
3.4%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.11%
New
21
Increased
36
Reduced
63
Closed
18
Calls
$346K
Puts
–
Net Calls
+$346K
Net Calls Change
+$346K

Top Buyers

1
GA
1
Gateway Advisory
New Jersey
$82.3M
2
TC
2
Trilogy Capital
California
$6.07M
3
Bank of America
3
Bank of America
North Carolina
$37.4M
4
EWA
4
EP Wealth Advisors
California
$4.02M
5
OC
5
Oppenheimer & Co
New York
$3.31M

Top Sellers

1
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$373K
2
PFS
2
Prospera Financial Services
Texas
$0
3
BFG
3
Barber Financial Group
Kansas
$1.54M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$26.2M
5
RJA
5
Raymond James & Associates
Florida
$50.6M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$90.3M 1,592,325 -120,561 -7%
Wells Fargo
2
Wells Fargo
California
$82.6M 1,457,614 -65,453 -4%
GA
3
Gateway Advisory
New Jersey
$82.3M 1,451,214 +1,422,104 +4,885%
RJA
4
Raymond James & Associates
Florida
$50.6M 892,100 -127,001 -12%
UBS Group
5
UBS Group
Switzerland
$39.2M 690,835 -53,439 -7%
Bank of America
6
Bank of America
North Carolina
$37.4M 659,568 +83,967 +15%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$35M 616,970 +2,388 +0.4%
NC
8
NewSquare Capital
Pennsylvania
$34.2M 603,303 -4,846 -0.8%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$28.2M 496,679 +6,141 +1%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$26.2M 462,391 -136,932 -23%
LPL Financial
11
LPL Financial
California
$23.4M 412,909 -9,285 -2%
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$22.7M 400,269 -6,261 -2%
SG
13
Strid Group
Pennsylvania
$18.3M 323,117 -13,556 -4%
BTS
14
BB&T Securities
Virginia
$16.2M 286,246 +7,342 +3%
Ameriprise
15
Ameriprise
Minnesota
$15M 263,430 +33,176 +14%
AG
16
Advisor Group
Arizona
$13.3M 234,871 +1,426 +0.6%
Wealth Enhancement Advisory Services
17
Wealth Enhancement Advisory Services
Minnesota
$12.7M 217,291 -9,294 -4%
MML Investors Services
18
MML Investors Services
Massachusetts
$11.8M 207,860 +10,914 +6%
NA
19
NewEdge Advisors
Louisiana
$11.1M 194,967 -568 -0.3%
SFI
20
SPC Financial Inc
Maryland
$10.2M 179,785 -2,175 -1%
Stifel Financial
21
Stifel Financial
Missouri
$7.92M 139,836 -5,965 -4%
MWM
22
MorganRosel Wealth Management
Colorado
$6.98M 123,174 -9,075 -7%
OPCM
23
Osborne Partners Capital Management
California
$6.53M 115,189 -2,618 -2%
TC
24
Trilogy Capital
California
$6.07M 107,075 +107,075 New
Baird Financial Group
25
Baird Financial Group
Wisconsin
$5.38M 94,972 +5,448 +6%
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