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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 %
PA
51
Parallel Advisors
California
$28K – – –
CAPTRUST Financial Advisors
52
CAPTRUST Financial Advisors
North Carolina
$26K +$26K +1,116 New
PNC Financial Services Group
53
PNC Financial Services Group
Pennsylvania
$19K -$34.8K -1,485 -65%
CIAS
54
Capital Investment Advisory Services
North Carolina
$11K +$11K +450 New
RAM
55
Riggs Asset Management
Pennsylvania
$8K +$8K +342 New
WIM
56
Westside Investment Management
California
$7.12K +$7.12K +300 New
JA
57
JOYN Advisors
Georgia
$7K – – –
AIC
58
Ameritas Investment Company
Nebraska
$7K +$7K +300 New
Carson Wealth (CWM LLC)
59
Carson Wealth (CWM LLC)
Nebraska
$6K – – –
SWA
60
Sutton Wealth Advisors
Florida
$5.62K – – –
CAC
61
Certified Advisory Corp
Florida
$5K – – –
GT
62
Glenmede Trust
Pennsylvania
$131 +$131 +5,541 New
UCFA
63
United Capital Financial Advisors
Texas
– -$5.71M -173,373 Closed
FMP
64
Financial Management Professionals
Texas
– -$5.49M -166,824 Closed
GSC
65
G&S Capital
Colorado
– -$3.84M -116,652 Closed
CI
66
Cavalier Investments
Georgia
– -$2.15M -65,256 Closed
PAG
67
Private Advisor Group
New Jersey
– -$1.03M -31,395 Closed
ACM
68
Avalon Capital Management
California
– -$865K -26,277 Closed
NCM
69
Niemann Capital Management
Nevada
– -$711K -21,609 Closed
NA
70
NewEdge Advisors
Louisiana
– -$547K -16,617 Closed
MML Investors Services
71
MML Investors Services
Massachusetts
– -$265K -8,058 Closed
FAAS
72
First Allied Advisory Services
California
– -$261K -7,947 Closed
SFI
73
SPC Financial Inc
Maryland
– -$224K -6,804 Closed
FCAG
74
First Capital Advisors Group
New Jersey
– -$211K -6,420 Closed
AIM
75
Advantage Investment Management
Iowa
– -$144K -4,371 Closed
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