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Invesco Dorsey Wright Healthcare Momentum ETF
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Overview Fund Activity

61 hedge funds and large institutions have $135M invested in Invesco Dorsey Wright Healthcare Momentum ETF in 2018 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 18 increasing their positions, 12 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
61
Holders Change
+4
Holders Change %
+7.02%
% of All Funds
1.4%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
15
Increased
18
Reduced
12
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJFSA
Raymond James Financial Services Advisors
Florida
+$15.8M
2
Morgan Stanley
Morgan Stanley
New York
+$12.1M
3
UCFA
United Capital Financial Advisors
Texas
+$5.5M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$5.48M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$4.79M

Top Sellers

1
SI
Stephens Inc
Arkansas
-$2.89M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.3M
3
CF
Centaurus Financial
California
-$1.44M
4
HPWM
Highland Private Wealth Management
Washington
-$897K
5
Jane Street
Jane Street
New York
-$828K
Name Holding Trade Value Shares
Change 		Shares
Change %
AG
26
Advisor Group
Arizona
$510K +$148K +5,085 +41%
CIBC World Market
27
CIBC World Market
Ontario, Canada
$506K +$114K +3,900 +29%
Ameriprise
28
Ameriprise
Minnesota
$479K -$71.2K -2,442 -13%
BFEC
29
Benjamin F. Edwards & Company
Missouri
$340K +$6.56K +225 +2%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$307K +$877 +30 +0.3%
AIP
31
Ahrens Investment Partners
Louisiana
$285K +$285K +9,768 New
Brown Advisory
32
Brown Advisory
Maryland
$278K +$278K +9,531 New
FAAS
33
First Allied Advisory Services
California
$232K +$232K +7,935 New
ED
34
Exane Derivatives
France
$210K – – –
AWM
35
AE Wealth Management
Kansas
$203K +$203K +6,957 New
SWM
36
SeaCrest Wealth Management
New York
$175K +$144K +4,950 +471%
GT
37
Glenmede Trust
Pennsylvania
$162K – – –
CWM
38
Cornerstone Wealth Management
Missouri
$160K +$160K +42,561 New
LTFS
39
Ladenburg Thalmann Financial Services
Florida
$148K – – –
Citigroup
40
Citigroup
New York
$129K – – –
JPMorgan Chase & Co
41
JPMorgan Chase & Co
New York
$124K – – –
PNC Financial Services Group
42
PNC Financial Services Group
Pennsylvania
$73K – – –
IA
43
IFP Advisors
Florida
$40K – – –
CF
44
Centaurus Financial
California
$35K -$1.44M -49,467 -98%
PA
45
Parallel Advisors
California
$35K – – –
GWM
46
Geneos Wealth Management
Colorado
$26K +$26K +900 New
GRP
47
Global Retirement Partners
California
$24K – – –
AWA
48
Acorn Wealth Advisors
Michigan
$21K – – –
BCA
49
Bay Colony Advisors
Massachusetts
$18K +$18K +618 New
AIM
50
Advantage Investment Management
Iowa
$15K +$15K +525 New
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