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Invesco Dorsey Wright Industrials Momentum ETF
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Overview Fund Activity

48 hedge funds and large institutions have $108M invested in Invesco Dorsey Wright Industrials Momentum ETF in 2016 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 17 increasing their positions, 4 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
48
Holders Change
+17
Holders Change %
+54.84%
% of All Funds
1.2%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
18
Increased
17
Reduced
4
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Invesco
Invesco
Georgia
$48.7M
2
TFA
Transamerica Financial Advisors
Florida
$11.4M
3
Wells Fargo
Wells Fargo
California
$7.8M
4
UBS Group
UBS Group
Switzerland
$4.8M
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$3.01M

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$1.04M
2
Jane Street
Jane Street
New York
$439K
3
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$349K
4
SAM
SignalPoint Asset Management
Missouri
$3.66M
Name Holding Trade Value Shares
Change 		Shares
Change %
AG
26
Advisor Group
Arizona
$351K +$331K +6,638 +1,681%
JPMPWA
27
J.P. Morgan Private Wealth Advisors
California
$349K -$306K -6,115 -47%
GA
28
Gateway Advisory
New Jersey
$329K +$329K +6,585 New
IP
29
Investment Partners
Ohio
$324K +$324K +6,483 New
HIIFS
30
Harel Insurance Investments & Financial Services
Israel
$300K +$150K +3,000 +100%
LTFS
31
Ladenburg Thalmann Financial Services
Florida
$210K +$145K +2,893 +223%
AIM
32
Advantage Investment Management
Iowa
$158K +$158K +3,164 New
JPMorgan Chase & Co
33
JPMorgan Chase & Co
New York
$156K +$156K +3,128 +312,800%
JFA
34
JNBA Financial Advisors
Minnesota
$150K +$150K +3,004 New
SG Americas Securities
35
SG Americas Securities
New York
$135K – – –
GT
36
Glenmede Trust
Pennsylvania
$134K – – –
Creative Planning
37
Creative Planning
Kansas
$66K – – –
PNC Financial Services Group
38
PNC Financial Services Group
Pennsylvania
$34K +$3.78K +75 +13%
PA
39
Parallel Advisors
California
$28K +$28K +570 New
BIG
40
Bellwether Investment Group
Tennessee
$22K +$22K +450 New
IA
41
IFP Advisors
Florida
$18K +$5.4K +107 +43%
GBBWRPM
42
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$11K – – –
SFG
43
SevenBridge Financial Group
Pennsylvania
$8K – – –
WEC
44
Winslow Evans & Crocker
Massachusetts
$7.99K – – –
Carson Wealth (CWM LLC)
45
Carson Wealth (CWM LLC)
Nebraska
$4K +$4K +72 New
Fifth Third Bancorp
46
Fifth Third Bancorp
Ohio
$3K – – –
Northwestern Mutual Wealth Management
47
Northwestern Mutual Wealth Management
Wisconsin
$1K +$1K +20 New
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