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Invesco Dorsey Wright Developed Markets Momentum ETF
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Overview Fund Activity

65 hedge funds and large institutions have $182M invested in Invesco Dorsey Wright Developed Markets Momentum ETF in 2018 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 25 increasing their positions, 17 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
65
Holders Change
-1
Holders Change %
-1.52%
% of All Funds
1.49%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
25
Reduced
17
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CS
1
Credit Suisse
Switzerland
$30.2M
2
RJA
2
Raymond James & Associates
Florida
$10.6M
3
Jane Street
3
Jane Street
New York
$3.44M
4
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$7.2M
5
Citadel Advisors
5
Citadel Advisors
Florida
$3.17M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$1.93M
2
Morgan Stanley
2
Morgan Stanley
New York
$12.7M
3
PFS
3
Prospera Financial Services
Texas
$2.28M
4
CWM
4
Cornerstone Wealth Management
Missouri
$0
5
LPL Financial
5
LPL Financial
California
$1.05M
Name Holding Trade Value Shares
Change 		Shares
Change %
PNC Financial Services Group
26
PNC Financial Services Group
Pennsylvania
$1.04M +$61.7K +2,250 +6%
EF
27
Empirical Finance
Pennsylvania
$1.01M -$133K -4,850 -12%
CA
28
Calton & Associates
Florida
$996K +$493K +17,946 +98%
CAI
29
Capital Advisors Inc
Oklahoma
$910K -$18.5K -675 -2%
SG
30
StoneX Group
New York
$690K +$43.6K +1,589 +7%
PJSIMP
31
P.J. Schmidt Investment Management (PJS)
Wisconsin
$576K – – –
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$572K -$105K -3,828 -16%
LFG
33
LifePlan Financial Group
Ohio
$554K – – –
KWM
34
Kingsview Wealth Management
Oregon
$496K +$88.1K +3,213 +22%
WP
35
WealthSource Partners
California
$478K -$143K -5,207 -23%
GSC
36
G&S Capital
Colorado
$442K +$60.2K +2,193 +16%
LTFS
37
Ladenburg Thalmann Financial Services
Florida
$392K -$51.8K -1,891 -12%
Stifel Financial
38
Stifel Financial
Missouri
$385K +$25.1K +905 +7%
JPMorgan Chase & Co
39
JPMorgan Chase & Co
New York
$375K +$19K +691 +5%
NA
40
NewEdge Advisors
Louisiana
$366K -$22.7K -825 -6%
SG Americas Securities
41
SG Americas Securities
New York
$364K +$364K +13,276 New
DADC
42
D.A. Davidson & Co
Montana
$264K +$2.04K +74 +0.8%
CIAS
43
Capital Investment Advisory Services
North Carolina
$239K +$239K +8,694 New
GFPC
44
Global Financial Private Capital
Florida
$215K +$215K +7,830 New
SWP
45
Stratos Wealth Partners
Ohio
$212K – – –
CIBC World Market
46
CIBC World Market
Ontario, Canada
$203K +$203K +7,403 New
AG
47
Advisor Group
Arizona
$192K +$70.9K +2,586 +59%
RCG
48
Ruggie Capital Group
Florida
$160K +$34.3K +1,253 +27%
SPIA
49
Steward Partners Investment Advisory
New York
$134K +$29.4K +1,075 +28%
WSTAM
50
Wilbanks Smith & Thomas Asset Management
Virginia
$62K +$62K +2,250 New
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2
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