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Invesco Dorsey Wright Healthcare Momentum ETF
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Overview Fund Activity

37 hedge funds and large institutions have $30.5M invested in Invesco Dorsey Wright Healthcare Momentum ETF in 2017 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 9 increasing their positions, 8 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
37
Holders Change
-1
Holders Change %
-2.63%
% of All Funds
0.92%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
9
Reduced
8
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACM
Avalon Capital Management
California
$2.92M
2
Bank of America
Bank of America
North Carolina
$4.14M
3
SI
Stephens Inc
Arkansas
$1.02M
4
FHC
First Heartland Consultants
Missouri
$1.06M
5
SPC
Sigma Planning Corp
Michigan
$515K

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$0
2
Citadel Advisors
Citadel Advisors
Florida
$769K
3
LPL Financial
LPL Financial
California
$1.21M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$563K
5
Jane Street
Jane Street
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
1
SignalPoint Asset Management
Missouri
$4.2M – – –
Bank of America
2
Bank of America
North Carolina
$4.14M +$1.14M +63,687 +38%
ACM
3
Avalon Capital Management
California
$2.92M +$2.92M +163,050 New
Morgan Stanley
4
Morgan Stanley
New York
$2.19M -$183K -10,236 -8%
RJA
5
Raymond James & Associates
Florida
$2.15M +$439K +24,537 +26%
UBS Group
6
UBS Group
Switzerland
$1.94M -$129K -7,218 -6%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$1.93M +$505K +28,236 +35%
Wells Fargo
8
Wells Fargo
California
$1.36M -$162K -9,045 -11%
LPL Financial
9
LPL Financial
California
$1.21M -$860K -48,405 -42%
SG Americas Securities
10
SG Americas Securities
New York
$1.14M – – –
FHC
11
First Heartland Consultants
Missouri
$1.06M +$553K +30,885 +110%
SI
12
Stephens Inc
Arkansas
$1.02M +$1.02M +56,922 New
Citadel Advisors
13
Citadel Advisors
Florida
$769K -$1.21M -67,884 -61%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$701K – – –
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$581K +$96.3K +5,382 +20%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$563K -$786K -43,935 -58%
SPC
17
Sigma Planning Corp
Michigan
$515K +$515K +28,770 New
AG
18
Advisor Group
Arizona
$447K +$433K +24,198 +3,010%
VKH
19
Virtu KCG Holdings
New York
$411K +$180K +10,074 +78%
CIBC World Market
20
CIBC World Market
Ontario, Canada
$293K +$293K +16,350 New
RJFSA
21
Raymond James Financial Services Advisors
Florida
$238K +$7.3K +408 +3%
Ameriprise
22
Ameriprise
Minnesota
$210K +$210K +11,757 New
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$138K – – –
Citigroup
24
Citigroup
New York
$115K +$75.4K +4,200 +191%
GT
25
Glenmede Trust
Pennsylvania
$99K – – –
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