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Invesco Dorsey Wright Healthcare Momentum ETF
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Overview Fund Activity

63 hedge funds and large institutions have $96.5M invested in Invesco Dorsey Wright Healthcare Momentum ETF in 2018 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 13 increasing their positions, 27 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
63
Holders Change
-7
Holders Change %
-10%
% of All Funds
1.41%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
12
Increased
13
Reduced
27
Closed
19
Calls
$331K
Puts
–
Net Calls
+$331K
Net Calls Change
+$736K

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$3.25M
2
Wells Fargo
Wells Fargo
California
+$1.73M
3
TRCT
Tower Research Capital (TRC)
New York
+$1.64M
4
Citadel Advisors
Citadel Advisors
Florida
+$679K
5
OIA
OneDigital Investment Advisors
Kansas
+$465K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$15.9M
2
RJFSA
Raymond James Financial Services Advisors
Florida
-$14.1M
3
UBS Group
UBS Group
Switzerland
-$6.85M
4
UCFA
United Capital Financial Advisors
Texas
-$5.71M
5
FMP
Financial Management Professionals
Texas
-$5.49M
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$569K -$3.54M -149,109 -86%
OIA
27
OneDigital Investment Advisors
Kansas
$465K +$465K +19,584 New
RJFSA
28
Raymond James Financial Services Advisors
Florida
$446K -$14.1M -595,011 -97%
BRWA
29
B. Riley Wealth Advisors
Florida
$430K -$25.9K -1,089 -6%
AFNAS
30
American Financial Network Advisory Services
California
$413K -$34.3K -1,446 -8%
CIBC World Market
31
CIBC World Market
Ontario, Canada
$372K -$731K -30,810 -66%
CA
32
Calton & Associates
Florida
$346K -$155K -6,552 -31%
CWM
33
Concentrum Wealth Management
California
$319K +$319K +13,452 New
BFEC
34
Benjamin F. Edwards & Company
Missouri
$291K -$4.2K -177 -1%
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$245K -$54.4K -2,298 -18%
Brown Advisory
36
Brown Advisory
Maryland
$234K – – –
AIP
37
Ahrens Investment Partners
Louisiana
$228K -$78.1K -3,288 -26%
FA
38
Fortis Advisors
Pennsylvania
$228K +$228K +9,630 New
CAN
39
Cetera Advisor Networks
California
$225K – – –
AWM
40
AE Wealth Management
Kansas
$200K +$11.2K +474 +6%
SS
41
Simplicity Solutions
Minnesota
$200K +$200K +8,430 New
LTFS
42
Ladenburg Thalmann Financial Services
Florida
$158K -$73.4K -3,093 -32%
ED
43
Exane Derivatives
France
$155K -$2.28K -96 -1%
GWM
44
Geneos Wealth Management
Colorado
$130K +$97.3K +4,200 +298%
Citigroup
45
Citigroup
New York
$129K +$12K +498 +10%
JPMorgan Chase & Co
46
JPMorgan Chase & Co
New York
$102K – – –
SWM
47
SeaCrest Wealth Management
New York
$91K -$33.9K -1,425 -27%
ASN
48
Advisory Services Network
Georgia
$50K – – –
CFGS
49
Concourse Financial Group Securities
Alabama
$46K +$7.87K +333 +21%
NFG
50
Next Financial Group
Texas
$32K +$17.7K +747 +125%
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