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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 %
GSWM
51
Golden State Wealth Management
California
$109K – – –
CAN
52
Claraphi Advisory Network
United States
$92K +$92K +2,632 New
MWC
53
MBM Wealth Consultants
Missouri
$72K – – –
FAAS
54
First Allied Advisory Services
California
$53K +$53K +1,533 New
AIC
55
Archer Investment Corporation
Indiana
$49K +$49K +1,407 New
SFS
56
Sowell Financial Services
Arkansas
$46K +$46K +1,300 New
CFB
57
Cullen/Frost Bankers
Texas
$38K – – –
APA
58
American Portfolios Advisors
New York
$36.7K – – –
FHA
59
Flagship Harbor Advisors
Massachusetts
$28K – – –
Northwestern Mutual Wealth Management
60
Northwestern Mutual Wealth Management
Wisconsin
$27K +$27K +778 New
BFEC
61
Benjamin F. Edwards & Company
Missouri
$21K +$21K +607 New
EWM
62
Endurance Wealth Management
Rhode Island
$18K +$18K +523 New
Citigroup
63
Citigroup
New York
$14K – – –
FPFS
64
First Personal Financial Services
North Carolina
$14K – – –
PA
65
Parallel Advisors
California
$10K +$6.6K +188 +194%
Fidelity Investments
66
Fidelity Investments
Massachusetts
$1K +$1K +24 New
FMP
67
Financial Management Professionals
Texas
– -$4.75M -146,180 Closed
CF
68
Centaurus Financial
California
– -$1.02M -31,244 Closed
PAG
69
Private Advisory Group
Washington
– -$692K -21,294 Closed
Millennium Management
70
Millennium Management
New York
– -$542K -16,670 Closed
BCM
71
Brookstone Capital Management
Illinois
– -$342K -10,531 Closed
TRCT
72
Tower Research Capital (TRC)
New York
– -$272K -8,380 Closed
CFGS
73
Concourse Financial Group Securities
Alabama
– -$55K -1,707 Closed
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