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Invesco Dorsey Wright Utilities Momentum ETF
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Overview Fund Activity

49 hedge funds and large institutions have $103M invested in Invesco Dorsey Wright Utilities Momentum ETF in 2018 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 10 increasing their positions, 1 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
49
Holders Change
+25
Holders Change %
+104.17%
% of All Funds
1.09%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
%
% of All Funds
0.07%
New
30
Increased
10
Reduced
1
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MCM
Mainstay Capital Management
Michigan
+$22M
2
NCM
Niemann Capital Management
Nevada
+$19M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$7.37M
4
UBS Group
UBS Group
Switzerland
+$6.51M
5
HighTower Advisors
HighTower Advisors
Illinois
+$5.55M

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.79M
2
PAG
Private Advisor Group
New Jersey
-$258K
3
APA
American Portfolios Advisors
New York
-$30K
4
SWP
Stratos Wealth Partners
Ohio
-$19K
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$5.3K
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
1
Mainstay Capital Management
Michigan
$22M +$22M +778,011 New
NCM
2
Niemann Capital Management
Nevada
$19M +$19M +655,719 New
AWM
3
Affinity Wealth Management
Delaware
$8.7M +$8.7M +300,304 New
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$7.37M +$7.37M +254,637 New
UBS Group
5
UBS Group
Switzerland
$6.61M +$6.51M +224,878 +6,928%
Morgan Stanley
6
Morgan Stanley
New York
$6.38M +$4.58M +158,041 +254%
HighTower Advisors
7
HighTower Advisors
Illinois
$5.55M +$5.55M +191,525 New
UCFA
8
United Capital Financial Advisors
Texas
$4.93M +$4.93M +170,146 New
LPL Financial
9
LPL Financial
California
$2.82M +$444K +15,324 +19%
Wells Fargo
10
Wells Fargo
California
$2.58M +$2.11M +72,819 +449%
FMP
11
Financial Management Professionals
Texas
$2.2M +$2.2M +75,816 New
RJA
12
Raymond James & Associates
Florida
$2.11M +$2.11M +72,786 New
Citadel Advisors
13
Citadel Advisors
Florida
$1.42M +$1.42M +48,955 New
Bank of America
14
Bank of America
North Carolina
$1.35M +$888K +30,651 +192%
Stifel Financial
15
Stifel Financial
Missouri
$1.19M +$1.19M +40,737 New
LTFS
16
Ladenburg Thalmann Financial Services
Florida
$909K +$715K +24,666 +369%
EWA
17
EP Wealth Advisors
California
$646K +$646K +22,320 New
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$615K +$130K +4,491 +27%
OPA
19
Old Port Advisors
Maine
$601K +$601K +20,177 New
CAL
20
Capital Advisors Ltd
Ohio
$515K – – –
TF
21
Trek Financial
Arizona
$476K +$476K +16,420 New
BRWA
22
B. Riley Wealth Advisors
Florida
$469K +$469K +16,175 New
IAA
23
Independent Advisor Alliance
North Carolina
$464K +$464K +15,156 New
FA
24
Fortis Advisors
Pennsylvania
$463K +$463K +15,975 New
RJFSA
25
Raymond James Financial Services Advisors
Florida
$447K +$447K +15,441 New
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