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Invesco Dorsey Wright Healthcare Momentum ETF
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Overview Fund Activity

52 hedge funds and large institutions have $70.7M invested in Invesco Dorsey Wright Healthcare Momentum ETF in 2017 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 13 increasing their positions, 16 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
52
Holders Change
+2
Holders Change %
+4%
% of All Funds
1.18%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
13
Reduced
16
Closed
14
Calls
–
Puts
$4.14M
Net Calls
-$4.14M
Net Calls Change
-$4.14M

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$6.42M
2
SPIA
Steward Partners Investment Advisory
New York
$670K
3
LPL Financial
LPL Financial
California
$2.51M
4
Millennium Management
Millennium Management
New York
$616K
5
Morgan Stanley
Morgan Stanley
New York
$13.2M

Top Sellers

1
Invesco
Invesco
Georgia
$0
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.09M
3
TFA
Transamerica Financial Advisors
Florida
$18K
4
UCFA
United Capital Financial Advisors
Texas
$0
5
NCM
Niemann Capital Management
Nevada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$13.2M +$548K +22,815 +4%
UBS Group
2
UBS Group
Switzerland
$8.69M -$4.11M -170,940 -32%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$6.42M +$3.96M +164,736 +160%
HighTower Advisors
4
HighTower Advisors
Illinois
$5.28M +$156K +6,504 +3%
Bank of America
5
Bank of America
North Carolina
$4.97M -$1.01M -41,976 -17%
RJA
6
Raymond James & Associates
Florida
$4.54M +$488K +20,316 +12%
Wells Fargo
7
Wells Fargo
California
$3.98M -$709K -29,508 -15%
GSC
8
G&S Capital
Colorado
$3.01M +$3.01M +125,181 New
LPL Financial
9
LPL Financial
California
$2.51M +$670K +27,882 +36%
FMP
10
Financial Management Professionals
Texas
$2.18M -$21.2K -882 -1%
ACM
11
Avalon Capital Management
California
$1.82M -$621K -25,845 -25%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$1.55M -$40.1K -1,668 -3%
CF
13
Centaurus Financial
California
$1.21M +$1.21M +50,328 New
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$1.09M -$7.02M -292,509 -87%
Stifel Financial
15
Stifel Financial
Missouri
$1.04M +$33.3K +1,380 +3%
PAG
16
Private Advisory Group
Washington
$842K -$32.3K -1,344 -4%
SB
17
Suntrust Banks
Georgia
$750K -$21.7K -1,242 -3%
Ameriprise
18
Ameriprise
Minnesota
$731K -$1.28M -53,127 -64%
CA
19
Calton & Associates
Florida
$676K +$676K +25,374 New
SPIA
20
Steward Partners Investment Advisory
New York
$670K +$670K +27,900 New
Millennium Management
21
Millennium Management
New York
$616K +$616K +25,632 New
SAM
22
SignalPoint Asset Management
Missouri
$567K – – –
RJFSA
23
Raymond James Financial Services Advisors
Florida
$512K -$173K -7,206 -25%
BRWA
24
B. Riley Wealth Advisors
Florida
$488K +$83.9K +3,492 +21%
CIBC World Market
25
CIBC World Market
Ontario, Canada
$434K -$48.6K -2,025 -10%
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