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Invesco Dorsey Wright Utilities Momentum ETF
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Overview Fund Activity

58 hedge funds and large institutions have $99.9M invested in Invesco Dorsey Wright Utilities Momentum ETF in 2019 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 15 increasing their positions, 23 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
58
Holders Change
-8
Holders Change %
-12.12%
% of All Funds
1.15%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
12
Increased
15
Reduced
23
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$1.49M
2
IAA
Independent Advisor Alliance
North Carolina
+$1.32M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.1M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$966K
5
Truist Financial
Truist Financial
North Carolina
+$924K

Top Sellers

1
NCM
Niemann Capital Management
Nevada
-$29.9M
2
Invesco
Invesco
Georgia
-$17.9M
3
MCM
Mainstay Capital Management
Michigan
-$13.5M
4
HighTower Advisors
HighTower Advisors
Illinois
-$7.55M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$3.17M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fidelity Investments
51
Fidelity Investments
Massachusetts
$17K +$16.2K +467 +1,946%
FPFS
52
First Personal Financial Services
North Carolina
$14K – – –
PA
53
Parallel Advisors
California
$10K +$70 +2 +0.7%
VCP
54
Verus Capital Partners
Arizona
$10K +$10K +288 New
IFWM
55
Institute for Wealth Management
Colorado
$10K +$10K +297 New
Citigroup
56
Citigroup
New York
$7K -$7K -200 -50%
PGAM
57
Princeton Global Asset Management
New Jersey
$121 -$244 -7,091 -67%
Invesco
58
Invesco
Georgia
– -$17.9M -510,207 Closed
MCM
59
Mainstay Capital Management
Michigan
– -$13.5M -385,801 Closed
HighTower Advisors
60
HighTower Advisors
Illinois
– -$7.55M -214,972 Closed
RJFSA
61
Raymond James Financial Services Advisors
Florida
– -$2.76M -78,766 Closed
Janney Montgomery Scott
62
Janney Montgomery Scott
Pennsylvania
– -$1.93M -55,125 Closed
SPC
63
Sigma Planning Corp
Michigan
– -$1.67M -47,766 Closed
HH
64
Hilltop Holdings
Texas
– -$1.01M -28,777 Closed
VF
65
Virtu Financial
New York
– -$712K -20,323 Closed
Jane Street
66
Jane Street
New York
– -$670K -19,133 Closed
CA
67
Calton & Associates
Florida
– -$363K -10,354 Closed
SFI
68
SPC Financial Inc
Maryland
– -$263K -7,523 Closed
OPA
69
Old Port Advisors
Maine
– -$234K -6,695 Closed
MA
70
Mutual Advisors
Nebraska
– -$214K -6,099 Closed
VCM
71
Virtue Capital Management
Tennessee
– -$206K -5,879 Closed
TFA
72
Transamerica Financial Advisors
Florida
– -$171K -4,863 Closed
GSWM
73
Golden State Wealth Management
California
– -$109K -3,100 Closed
CAN
74
Claraphi Advisory Network
United States
– -$92K -2,632 Closed
FAAS
75
First Allied Advisory Services
California
– -$53K -1,533 Closed
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