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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 %
Citigroup
51
Citigroup
New York
$160K +$14.8K +450 +10%
AIM
52
Advantage Investment Management
Iowa
$144K +$127K +3,846 +733%
JPMorgan Chase & Co
53
JPMorgan Chase & Co
New York
$140K – – –
MWM
54
MinichMacGregor Wealth Management
New York
$136K +$130K +4,017 +2,060%
SWP
55
Stratos Wealth Partners
Ohio
$103K +$103K +3,132 New
IA
56
IFP Advisors
Florida
$93K +$48K +1,452 +107%
PNC Financial Services Group
57
PNC Financial Services Group
Pennsylvania
$76K -$6.86K -207 -8%
ASN
58
Advisory Services Network
Georgia
$69K +$65K +1,977 +1,607%
CFGS
59
Concourse Financial Group Securities
Alabama
$53K +$53K +1,614 New
GWM
60
Geneos Wealth Management
Colorado
$46K +$16.6K +510 +57%
PA
61
Parallel Advisors
California
$40K – – –
NFG
62
Next Financial Group
Texas
$20K +$20K +600 New
JA
63
JOYN Advisors
Georgia
$10K – – –
Carson Wealth (CWM LLC)
64
Carson Wealth (CWM LLC)
Nebraska
$9K – – –
SWA
65
Sutton Wealth Advisors
Florida
$7.8K – – –
CAC
66
Certified Advisory Corp
Florida
$7K – – –
US Bancorp
67
US Bancorp
Minnesota
$6K +$6K +183 New
CF
68
Centaurus Financial
California
$627 -$41.2K -1,182 -99%
PAG
69
Private Advisory Group
Washington
– -$1.72M -59,085 Closed
CWM
70
Cornerstone Wealth Management
Missouri
– -$160K -42,561 Closed
NWP
71
Northstar Wealth Partners
Connecticut
– -$733K -25,131 Closed
GT
72
Glenmede Trust
Pennsylvania
– -$162K -5,541 Closed
GRP
73
Global Retirement Partners
California
– -$24K -810 Closed
AWA
74
Acorn Wealth Advisors
Michigan
– -$21K -714 Closed
BCA
75
Bay Colony Advisors
Massachusetts
– -$18K -618 Closed
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