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Invesco Dorsey Wright Utilities Momentum ETF
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Overview Fund Activity

21 hedge funds and large institutions have $8.39M invested in Invesco Dorsey Wright Utilities Momentum ETF in 2018 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 2 increasing their positions, 8 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
21
Holders Change
-5
Holders Change %
-19.23%
% of All Funds
0.48%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
2
Reduced
8
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$819K
2
LPL Financial
LPL Financial
California
+$297K
3
RCA
Rowland Carmichael Advisors
Arizona
+$94K
4
FHA
Flagship Harbor Advisors
Massachusetts
+$48K
5
GWM
Geneos Wealth Management
Colorado
+$8K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$2.49M
2
Goldman Sachs
Goldman Sachs
New York
-$1.32M
3
Jane Street
Jane Street
New York
-$720K
4
PAG
Private Advisor Group
New Jersey
-$261K
5
Millennium Management
Millennium Management
New York
-$229K
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$1.89M +$297K +10,717 +19%
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$1.63M +$819K +29,560 +101%
Morgan Stanley
3
Morgan Stanley
New York
$1.12M -$2.49M -89,728 -69%
Bank of America
4
Bank of America
North Carolina
$928K -$115K -4,143 -11%
CAL
5
Capital Advisors Ltd
Ohio
$493K – – –
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$492K -$15.2K -550 -3%
Wells Fargo
7
Wells Fargo
California
$465K -$219K -7,919 -32%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$344K -$35.7K -1,288 -9%
SAM
9
SignalPoint Asset Management
Missouri
$344K – – –
MA
10
Mutual Advisors
Nebraska
$208K -$24.9K -900 -11%
LTFS
11
Ladenburg Thalmann Financial Services
Florida
$156K – – –
UBS Group
12
UBS Group
Switzerland
$105K -$9.04K -326 -8%
RCA
13
Rowland Carmichael Advisors
Arizona
$94K +$94K +3,400 New
FHA
14
Flagship Harbor Advisors
Massachusetts
$48K +$48K +1,752 New
BCA
15
Bay Colony Advisors
Massachusetts
$23K +$23K +827 New
Citigroup
16
Citigroup
New York
$11K – – –
Manulife (Manufacturers Life Insurance)
17
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$11K – – –
FPFS
18
First Personal Financial Services
North Carolina
$11K – – –
GWM
19
Geneos Wealth Management
Colorado
$8K +$8K +300 New
TFA
20
Transamerica Financial Advisors
Florida
$3K -$1.08K -33 -26%
Goldman Sachs
21
Goldman Sachs
New York
– -$1.32M -50,067 Closed
Jane Street
22
Jane Street
New York
– -$720K -27,420 Closed
PAG
23
Private Advisor Group
New Jersey
– -$261K -9,917 Closed
Millennium Management
24
Millennium Management
New York
– -$229K -8,692 Closed
VFA
25
Voya Financial Advisors
Connecticut
– -$217K -8,300 Closed
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