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Invesco Dorsey Wright Utilities Momentum ETF
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Overview Fund Activity

57 hedge funds and large institutions have $128M invested in Invesco Dorsey Wright Utilities Momentum ETF in 2019 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 23 increasing their positions, 17 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
57
Holders Change
-3
Holders Change %
-5%
% of All Funds
1.24%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.07%
New
9
Increased
23
Reduced
17
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$7.47M
2
MCM
Mainstay Capital Management
Michigan
+$3.91M
3
Bank of America
Bank of America
North Carolina
+$1.87M
4
Wells Fargo
Wells Fargo
California
+$1.18M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$1.16M

Top Sellers

1
RWA
Redhawk Wealth Advisors
Minnesota
-$14.5M
2
Invesco
Invesco
Georgia
-$13.9M
3
NCM
Niemann Capital Management
Nevada
-$5.85M
4
CWM
Concentrum Wealth Management
California
-$1.56M
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$1.52M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAG
26
Private Advisory Group
Washington
$692K +$394K +12,115 +132%
Goldman Sachs
27
Goldman Sachs
New York
$677K +$677K +20,835 New
CAL
28
Capital Advisors Ltd
Ohio
$579K +$21.8K +670 +4%
BRWA
29
B. Riley Wealth Advisors
Florida
$551K +$20.5K +629 +4%
Millennium Management
30
Millennium Management
New York
$542K +$542K +16,670 New
TF
31
Trek Financial
Arizona
$534K +$292 +9 +0.1%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$497K +$201K +6,179 +68%
PGAM
33
Princeton Global Asset Management
New Jersey
$442K +$442K +13,598 New
CA
34
Calton & Associates
Florida
$401K -$316K -9,734 -44%
PFS
35
Prospera Financial Services
Texas
$384K +$384K +11,810 New
BCM
36
Brookstone Capital Management
Illinois
$342K +$48.1K +1,481 +16%
VF
37
Virtu Financial
New York
$317K +$317K +9,747 New
OPA
38
Old Port Advisors
Maine
$315K -$311K -9,413 -50%
SAM
39
SignalPoint Asset Management
Missouri
$314K -$97.4K -2,998 -24%
GWM
40
Geneos Wealth Management
Colorado
$305K +$87.6K +2,700 +40%
PAG
41
Private Advisor Group
New Jersey
$297K -$948K -29,146 -76%
TRCT
42
Tower Research Capital (TRC)
New York
$272K +$272K +8,380 New
AG
43
Advisor Group
Arizona
$262K -$173K -5,317 -40%
Janney Montgomery Scott
44
Janney Montgomery Scott
Pennsylvania
$245K -$1.52M -46,727 -86%
NFG
45
Next Financial Group
Texas
$123K +$123K +3,795 New
GSWM
46
Golden State Wealth Management
California
$100K – – –
MWC
47
MBM Wealth Consultants
Missouri
$67K – – –
CFGS
48
Concourse Financial Group Securities
Alabama
$55K – – –
CFB
49
Cullen/Frost Bankers
Texas
$35K – – –
APA
50
American Portfolios Advisors
New York
$34K – – –
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