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Invesco Dorsey Wright Momentum ETF
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Overview Fund Activity

174 hedge funds and large institutions have $988M invested in Invesco Dorsey Wright Momentum ETF in 2019 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 52 increasing their positions, 57 reducing their positions, and 12 closing their positions.

Holders
174
Holders Change
+17
Holders Change %
+10.83%
% of All Funds
3.44%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.14%
New
31
Increased
52
Reduced
57
Closed
12
Calls
$1.02M
Puts
$502K
Net Calls
+$521K
Net Calls Change
+$58K

Top Buyers

1
GA
1
Gateway Advisory
New Jersey
$101M
2
Truist Financial
2
Truist Financial
North Carolina
$16.9M
3
Morgan Stanley
3
Morgan Stanley
New York
$101M
4
SPC
4
Sigma Planning Corp
Michigan
$7.09M
5
Koshinski Asset Management
5
Koshinski Asset Management
Illinois
$5.63M

Top Sellers

1
Citigroup
1
Citigroup
New York
$628K
2
MML Investors Services
2
MML Investors Services
Massachusetts
$2.74M
3
AIP
3
Almanack Investment Partners
Pennsylvania
$0
4
OC
4
Oppenheimer & Co
New York
$458K
5
DIM
5
Delta Investment Management
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
GA
1
Gateway Advisory
New Jersey
$101M 1,563,987 +1,220,760 +356%
Morgan Stanley
2
Morgan Stanley
New York
$101M 1,562,026 +132,762 +9%
Wells Fargo
3
Wells Fargo
California
$96.7M 1,501,819 +71,739 +5%
RJA
4
Raymond James & Associates
Florida
$67.9M 1,054,968 +73,579 +7%
UBS Group
5
UBS Group
Switzerland
$48.5M 753,817 +28,506 +4%
Bank of America
6
Bank of America
North Carolina
$45.9M 712,837 +22,560 +3%
PFS
7
Prospera Financial Services
Texas
$44.7M 695,218 -27,594 -4%
NC
8
NewSquare Capital
Pennsylvania
$40.2M 625,093 +16,396 +3%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$40M 622,271 -5,595 -0.9%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$37.5M 582,523 +2,989 +0.5%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$32M 496,591 -5,011 -1%
LPL Financial
12
LPL Financial
California
$26.9M 418,336 +4,063 +1%
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$25.8M 401,049 +5,214 +1%
SFI
14
SPC Financial Inc
Maryland
$23.4M 363,961 +8,729 +2%
SG
15
Strid Group
Pennsylvania
$18.8M 292,585 -13,252 -4%
Truist Financial
16
Truist Financial
North Carolina
$16.9M 262,579 +262,579 New
Ameriprise
17
Ameriprise
Minnesota
$15.7M 245,013 -2,998 -1%
NA
18
NewEdge Advisors
Louisiana
$15.6M 242,176 +25,007 +12%
AG
19
Advisor Group
Arizona
$15M 232,604 +39,792 +21%
Wealth Enhancement Advisory Services
20
Wealth Enhancement Advisory Services
Minnesota
$13.1M 202,982 -4,397 -2%
Stifel Financial
21
Stifel Financial
Missouri
$10.4M 161,827 +7,366 +5%
MWM
22
MorganRosel Wealth Management
Colorado
$9.4M 145,994 -1,066 -0.7%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$7.58M 117,700 +19,610 +20%
Baird Financial Group
24
Baird Financial Group
Wisconsin
$7.24M 112,482 -5 -0%
SPC
25
Sigma Planning Corp
Michigan
$7.09M 110,163 +97,535 +772%
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