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Invesco Dorsey Wright Momentum ETF

153 hedge funds and large institutions have $870M invested in Invesco Dorsey Wright Momentum ETF in 2019 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 47 increasing their positions, 57 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
153
Holders Change
-4
Holders Change %
-2.55%
% of All Funds
3.33%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.17%
New
16
Increased
47
Reduced
57
Closed
13
Calls
$1.12M
Puts
$344K
Net Calls
+$778K
Net Calls Change
+$432K
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$93.1M -$2.98M -49,351 -3%
Wells Fargo
2
Wells Fargo
California
$85M -$2.89M -47,878 -3%
RJA
3
Raymond James & Associates
Florida
$59.9M +$6.05M +100,342 +11%
PFS
4
Prospera Financial Services
Texas
$44.9M +$44.9M +728,282 New
Bank of America
5
Bank of America
North Carolina
$43.3M +$3.47M +57,532 +9%
GA
6
Gateway Advisory
New Jersey
$41.5M -$46M -762,726 -53%
UBS Group
7
UBS Group
Switzerland
$41.4M -$240K -3,983 -0.6%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$37.8M +$552K +9,148 +1%
NC
9
NewSquare Capital
Pennsylvania
$35.9M -$527K -8,743 -1%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$29.6M -$359K -5,953 -1%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$27.8M -$123K -2,039 -0.4%
LPL Financial
12
LPL Financial
California
$25.5M +$582K +9,649 +2%
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$23.7M -$475K -7,869 -2%
SG
14
Strid Group
Pennsylvania
$18.9M -$587K -9,734 -3%
BTS
15
BB&T Securities
Virginia
$16.1M -$1.18M -19,514 -7%
Ameriprise
16
Ameriprise
Minnesota
$15.7M -$233K -3,861 -1%
MML Investors Services
17
MML Investors Services
Massachusetts
$13.5M +$942K +15,624 +8%
Wealth Enhancement Advisory Services
18
Wealth Enhancement Advisory Services
Minnesota
$13.2M -$327K -5,247 -2%
NA
19
NewEdge Advisors
Louisiana
$12.4M +$595K +9,868 +5%
AG
20
Advisor Group
Arizona
$11.7M -$2.42M -40,135 -17%
SFI
21
SPC Financial Inc
Maryland
$11.1M +$227K +3,760 +2%
TC
22
Trilogy Capital
California
$10.2M +$3.54M +57,256 +53%
MWM
23
MorganRosel Wealth Management
Colorado
$9.15M +$1.72M +28,521 +23%
EC
24
Estate Counselors
Wisconsin
$8.67M +$8.31M +137,700 +2,314%
Stifel Financial
25
Stifel Financial
Missouri
$8.62M +$186K +3,085 +2%