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Invesco Dorsey Wright Healthcare Momentum ETF
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Overview Fund Activity

70 hedge funds and large institutions have $220M invested in Invesco Dorsey Wright Healthcare Momentum ETF in 2018 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 34 increasing their positions, 10 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
70
Holders Change
+9
Holders Change %
+14.75%
% of All Funds
1.6%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
18
Increased
34
Reduced
10
Closed
9
Calls
–
Puts
$405K
Net Calls
-$405K
Net Calls Change
-$405K

Top Buyers

1
Invesco
Invesco
Georgia
+$17.4M
2
UBS Group
UBS Group
Switzerland
+$6.89M
3
Morgan Stanley
Morgan Stanley
New York
+$5.95M
4
Bank of America
Bank of America
North Carolina
+$4.83M
5
Wells Fargo
Wells Fargo
California
+$4.07M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$2.11M
2
PAG
Private Advisory Group
Washington
-$1.72M
3
NWP
Northstar Wealth Partners
Connecticut
-$733K
4
FMP
Financial Management Professionals
Texas
-$655K
5
UCFA
United Capital Financial Advisors
Texas
-$493K
Name Holding Trade Value Shares
Change 		Shares
Change %
SB
26
Suntrust Banks
Georgia
$1.2M +$1.2M +37,290 New
AG
27
Advisor Group
Arizona
$1.15M +$574K +17,439 +100%
SPIA
28
Steward Partners Investment Advisory
New York
$1.07M – – –
PAG
29
Private Advisor Group
New Jersey
$1.03M +$1.03M +31,395 New
SAM
30
SignalPoint Asset Management
Missouri
$945K -$98.7K -2,997 -9%
ACM
31
Avalon Capital Management
California
$865K +$13.8K +420 +2%
Ameriprise
32
Ameriprise
Minnesota
$769K +$228K +6,942 +42%
NCM
33
Niemann Capital Management
Nevada
$711K -$4.54K -138 -0.6%
CA
34
Calton & Associates
Florida
$696K +$22K +669 +3%
BRWA
35
B. Riley Wealth Advisors
Florida
$632K -$3.56K -108 -0.6%
AFNAS
36
American Financial Network Advisory Services
California
$621K +$614K +18,636 +8,283%
NA
37
NewEdge Advisors
Louisiana
$547K +$547K +16,617 New
AIP
38
Ahrens Investment Partners
Louisiana
$424K +$103K +3,120 +32%
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$416K +$70.2K +2,133 +20%
BFEC
40
Benjamin F. Edwards & Company
Missouri
$410K +$25.7K +780 +7%
Brown Advisory
41
Brown Advisory
Maryland
$325K +$11.3K +342 +4%
LTFS
42
Ladenburg Thalmann Financial Services
Florida
$321K +$129K +3,918 +67%
CAN
43
Cetera Advisor Networks
California
$311K +$311K +9,477 New
MML Investors Services
44
MML Investors Services
Massachusetts
$265K +$265K +8,058 New
AWM
45
AE Wealth Management
Kansas
$262K +$32.9K +999 +14%
FAAS
46
First Allied Advisory Services
California
$261K +$394 +12 +0.2%
SFI
47
SPC Financial Inc
Maryland
$224K +$224K +6,804 New
ED
48
Exane Derivatives
France
$218K -$18.3K -555 -8%
FCAG
49
First Capital Advisors Group
New Jersey
$211K +$211K +6,420 New
SWM
50
SeaCrest Wealth Management
New York
$173K -$24.7K -750 -13%
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