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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 %
RAM
51
Riggs Asset Management
Pennsylvania
$10K – – –
JA
52
JOYN Advisors
Georgia
$9K +$9K +300 New
WIM
53
Westside Investment Management
California
$8.87K – – –
Carson Wealth (CWM LLC)
54
Carson Wealth (CWM LLC)
Nebraska
$8K – – –
TFA
55
Transamerica Financial Advisors
Florida
$7K -$3.24K -111 -32%
SWA
56
Sutton Wealth Advisors
Florida
$6.92K +$6.92K +237 New
CAC
57
Certified Advisory Corp
Florida
$6K +$4.05K +150 +208%
MWM
58
MinichMacGregor Wealth Management
New York
$5K +$5K +195 New
ASN
59
Advisory Services Network
Georgia
$4K – – –
AFNAS
60
American Financial Network Advisory Services
California
$558 +$558 +225 New
SI
61
Stephens Inc
Arkansas
– -$2.89M -113,790 Closed
Susquehanna International Group
62
Susquehanna International Group
Pennsylvania
– -$2.3M -90,276 Closed
HPWM
63
Highland Private Wealth Management
Washington
– -$897K -35,349 Closed
Millennium Management
64
Millennium Management
New York
– -$537K -21,060 Closed
Citadel Advisors
65
Citadel Advisors
Florida
– -$304K -11,910 Closed
FCAG
66
First Capital Advisors Group
New Jersey
– -$163K -6,420 Closed
SWP
67
Stratos Wealth Partners
Ohio
– -$82K -3,213 Closed
CLOS
68
Compagnie Lombard Odier SCmA
Switzerland
– -$50K -1,950 Closed
APA
69
American Portfolios Advisors
New York
– -$8.15K -321 Closed
NC
70
NewSquare Capital
Pennsylvania
– -$7K -258 Closed
Manulife (Manufacturers Life Insurance)
71
Manulife (Manufacturers Life Insurance)
Ontario, Canada
– -$6K -249 Closed
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