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Invesco Dorsey Wright Utilities Momentum ETF

24 hedge funds and large institutions have $9.61M invested in Invesco Dorsey Wright Utilities Momentum ETF in 2018 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 5 increasing their positions, 6 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
24
Holders Change
+3
Holders Change %
+14.29%
% of All Funds
0.55%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
5
Reduced
6
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$2.34M +$390K +13,644 +20%
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$1.79M +$126K +4,455 +8%
Morgan Stanley
3
Morgan Stanley
New York
$1.78M +$623K +21,784 +54%
CAL
4
Capital Advisors Ltd
Ohio
$509K
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$479K -$28.7K -1,004 -6%
Wells Fargo
6
Wells Fargo
California
$465K -$15.7K -549 -3%
Bank of America
7
Bank of America
North Carolina
$457K -$501K -17,504 -52%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$355K +$1.08K +38 +0.3%
SAM
9
SignalPoint Asset Management
Missouri
$340K -$15.6K -546 -4%
PAG
10
Private Advisor Group
New Jersey
$258K +$258K +9,006 New
MA
11
Mutual Advisors
Nebraska
$215K
LTFS
12
Ladenburg Thalmann Financial Services
Florida
$191K +$22.3K +780 +13%
RCA
13
Rowland Carmichael Advisors
Arizona
$97K
AG
14
Advisor Group
Arizona
$97K +$97K +3,380 New
UBS Group
15
UBS Group
Switzerland
$93K -$15.5K -541 -14%
FHA
16
Flagship Harbor Advisors
Massachusetts
$50K
APA
17
American Portfolios Advisors
New York
$30K +$30K +1,047 New
SWP
18
Stratos Wealth Partners
Ohio
$19K +$19K +677 New
FPFS
19
First Personal Financial Services
North Carolina
$12K
Citigroup
20
Citigroup
New York
$11K
GWM
21
Geneos Wealth Management
Colorado
$8K
TFA
22
Transamerica Financial Advisors
Florida
$2K -$968 -30 -33%
GP
23
Girard Partners
Pennsylvania
$2K +$2K +100 New
BCA
24
Bay Colony Advisors
Massachusetts
-$23K -827 Closed
Manulife (Manufacturers Life Insurance)
25
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$11K -397 Closed