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Invesco Dorsey Wright Healthcare Momentum ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$26.9M +$12.1M +414,294 +82%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$16.5M +$15.8M +542,034 +2,490%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$12.5M +$4.79M +164,007 +62%
UBS Group
4
UBS Group
Switzerland
$12.1M -$20K -687 -0.2%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$6.92M +$5.48M +187,965 +383%
HighTower Advisors
6
HighTower Advisors
Illinois
$6.64M +$224K +7,674 +3%
Wells Fargo
7
Wells Fargo
California
$6.45M +$190K +6,513 +3%
Bank of America
8
Bank of America
North Carolina
$6.44M -$532K -18,246 -8%
UCFA
9
United Capital Financial Advisors
Texas
$5.5M +$5.5M +188,343 New
FMP
10
Financial Management Professionals
Texas
$5.45M +$2.77M +95,049 +104%
RJA
11
Raymond James & Associates
Florida
$4.4M +$208K +7,125 +5%
GSC
12
G&S Capital
Colorado
$3.31M -$286K -9,789 -8%
LPL Financial
13
LPL Financial
California
$3.05M -$340K -11,661 -10%
Jane Street
14
Jane Street
New York
$2.25M -$828K -28,374 -27%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$2.02M +$167K +5,709 +9%
PAG
16
Private Advisory Group
Washington
$1.72M +$693K +23,736 +67%
Stifel Financial
17
Stifel Financial
Missouri
$1.7M -$10.3K -354 -0.6%
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$1.57M +$1.29M +44,274 +461%
SPIA
19
Steward Partners Investment Advisory
New York
$946K +$19.7K +675 +2%
SAM
20
SignalPoint Asset Management
Missouri
$925K
ACM
21
Avalon Capital Management
California
$755K -$75.2K -2,577 -9%
NWP
22
Northstar Wealth Partners
Connecticut
$733K +$733K +25,131 New
NCM
23
Niemann Capital Management
Nevada
$635K +$635K +21,747 New
CA
24
Calton & Associates
Florida
$610K -$152K -5,106 -20%
BRWA
25
B. Riley Wealth Advisors
Florida
$564K -$58K -1,983 -9%