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Invesco Dorsey Wright Financial Momentum ETF
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Overview Fund Activity

29 hedge funds and large institutions have $9.3M invested in Invesco Dorsey Wright Financial Momentum ETF in 2019 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 10 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
29
Holders Change
-1
Holders Change %
-3.33%
% of All Funds
0.63%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
5
Reduced
10
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Stifel Financial
Stifel Financial
Missouri
+$326K
2
MML Investors Services
MML Investors Services
Massachusetts
+$225K
3
Jane Street
Jane Street
New York
+$166K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$41.5K
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$34.7K

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$1M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$561K
3
Morgan Stanley
Morgan Stanley
New York
-$374K
4
RJA
Raymond James & Associates
Florida
-$332K
5
UBS Group
UBS Group
Switzerland
-$181K
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$2.17M -$26.7K -801 -1%
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$1.53M -$561K -16,617 -27%
Morgan Stanley
3
Morgan Stanley
New York
$874K -$374K -11,208 -30%
UBS Group
4
UBS Group
Switzerland
$580K -$181K -5,411 -24%
SAM
5
SignalPoint Asset Management
Missouri
$563K – – –
Jane Street
6
Jane Street
New York
$551K +$166K +4,957 +43%
LPL Financial
7
LPL Financial
California
$536K -$4.38K -131 -0.8%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$355K -$10.1K -302 -3%
Ameriprise
9
Ameriprise
Minnesota
$337K -$7.2K -216 -2%
Citadel Advisors
10
Citadel Advisors
Florida
$331K -$1M -29,605 -75%
Stifel Financial
11
Stifel Financial
Missouri
$326K +$326K +9,783 New
MML Investors Services
12
MML Investors Services
Massachusetts
$225K +$225K +6,753 New
ADL
13
Asset Dedication LLC
California
$199K – – –
WCM
14
WealthBridge Capital Management
Ohio
$178K -$11.7K -334 -6%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$136K +$41.5K +1,243 +44%
AG
16
Advisor Group
Arizona
$134K +$12.8K +381 +11%
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$70K -$13.1K -393 -16%
Wells Fargo
18
Wells Fargo
California
$64K +$6.67K +200 +12%
Carson Wealth (CWM LLC)
19
Carson Wealth (CWM LLC)
Nebraska
$41K +$34.7K +688 +555%
SWM
20
SeaCrest Wealth Management
New York
$32K – – –
GWM
21
Geneos Wealth Management
Colorado
$20K – – –
Bank of Montreal
22
Bank of Montreal
Ontario, Canada
$10K – – –
Citigroup
23
Citigroup
New York
$8K – – –
CAPTRUST Financial Advisors
24
CAPTRUST Financial Advisors
North Carolina
$8K – – –
PNC Financial Services Group
25
PNC Financial Services Group
Pennsylvania
$6K – – –
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