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Invesco Dorsey Wright Utilities Momentum ETF
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Overview Fund Activity

66 hedge funds and large institutions have $188M invested in Invesco Dorsey Wright Utilities Momentum ETF in 2019 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 21 increasing their positions, 18 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
66
Holders Change
+9
Holders Change %
+15.79%
% of All Funds
1.45%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
17
Increased
21
Reduced
18
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Invesco
Invesco
Georgia
+$17.9M
2
NCM
Niemann Capital Management
Nevada
+$15.6M
3
PS
Portfolio Strategies
New York
+$15.1M
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$2.76M
5
Wells Fargo
Wells Fargo
California
+$1.96M

Top Sellers

1
FMP
Financial Management Professionals
Texas
-$4.75M
2
UBS Group
UBS Group
Switzerland
-$3.01M
3
CF
Centaurus Financial
California
-$1.02M
4
PAG
Private Advisory Group
Washington
-$692K
5
LPL Financial
LPL Financial
California
-$605K
Name Holding Trade Value Shares
Change 		Shares
Change %
HH
26
Hilltop Holdings
Texas
$1.01M -$200K -5,719 -17%
IAA
27
Independent Advisor Alliance
North Carolina
$993K – – –
EWA
28
EP Wealth Advisors
California
$826K – – –
LTFS
29
Ladenburg Thalmann Financial Services
Florida
$810K -$61.2K -1,749 -7%
Goldman Sachs
30
Goldman Sachs
New York
$727K -$2.31K -66 -0.3%
VF
31
Virtu Financial
New York
$712K +$371K +10,576 +109%
GVAG
32
Great Valley Advisor Group
Delaware
$673K -$137K -3,907 -17%
Jane Street
33
Jane Street
New York
$670K -$136K -3,890 -17%
CAL
34
Capital Advisors Ltd
Ohio
$624K – – –
TF
35
Trek Financial
Arizona
$577K +$876 +25 +0.2%
BRWA
36
B. Riley Wealth Advisors
Florida
$561K -$33K -941 -6%
FGAM
37
Financial Gravity Asset Management
Texas
$509K -$433K -12,365 -46%
AG
38
Advisor Group
Arizona
$401K +$119K +3,381 +42%
GWM
39
Geneos Wealth Management
Colorado
$384K +$55.9K +1,600 +17%
PFS
40
Prospera Financial Services
Texas
$381K -$32.3K -922 -8%
PGAM
41
Princeton Global Asset Management
New Jersey
$371K -$105K -2,989 -22%
CA
42
Calton & Associates
Florida
$363K -$70K -1,998 -16%
SAM
43
SignalPoint Asset Management
Missouri
$335K -$3.5K -100 -1%
SFI
44
SPC Financial Inc
Maryland
$263K +$263K +7,523 New
OPA
45
Old Port Advisors
Maine
$234K -$99.5K -2,847 -30%
MA
46
Mutual Advisors
Nebraska
$214K +$214K +6,099 New
VCM
47
Virtue Capital Management
Tennessee
$206K +$206K +5,879 New
TFA
48
Transamerica Financial Advisors
Florida
$171K +$169K +4,802 +7,872%
AIC
49
Ameritas Investment Company
Nebraska
$137K +$137K +3,905 New
NFG
50
Next Financial Group
Texas
$131K -$1.43K -41 -1%
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