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Invesco Dorsey Wright Utilities Momentum ETF
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Overview Fund Activity

60 hedge funds and large institutions have $149M invested in Invesco Dorsey Wright Utilities Momentum ETF in 2019 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 20 increasing their positions, 12 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
60
Holders Change
+11
Holders Change %
+22.45%
% of All Funds
1.3%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.11%
New
20
Increased
20
Reduced
12
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RWA
Redhawk Wealth Advisors
Minnesota
+$14.5M
2
Invesco
Invesco
Georgia
+$13.9M
3
Morgan Stanley
Morgan Stanley
New York
+$9.12M
4
AWM
Affinity Wealth Management
Delaware
+$2.71M
5
LPL Financial
LPL Financial
California
+$2.02M

Top Sellers

1
MCM
Mainstay Capital Management
Michigan
-$16.7M
2
UCFA
United Capital Financial Advisors
Texas
-$4.93M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$3.86M
4
Citadel Advisors
Citadel Advisors
Florida
-$1.42M
5
AIC
Ameritas Investment Company
Nebraska
-$296K
Name Holding Trade Value Shares
Change 		Shares
Change %
NCM
1
Niemann Capital Management
Nevada
$20.9M -$185K -5,752 -0.9%
Morgan Stanley
2
Morgan Stanley
New York
$16.2M +$9.12M +281,998 +128%
RWA
3
Redhawk Wealth Advisors
Minnesota
$14.5M +$14.5M +449,469 New
Invesco
4
Invesco
Georgia
$13.9M +$13.9M +431,430 New
AWM
5
Affinity Wealth Management
Delaware
$12.4M +$2.71M +83,894 +28%
MCM
6
Mainstay Capital Management
Michigan
$8.45M -$16.7M -516,545 -66%
UBS Group
7
UBS Group
Switzerland
$7.82M +$442K +13,675 +6%
HighTower Advisors
8
HighTower Advisors
Illinois
$6.33M +$137K +4,239 +2%
LPL Financial
9
LPL Financial
California
$5.16M +$2.02M +62,369 +64%
Wells Fargo
10
Wells Fargo
California
$4.8M +$1.92M +59,382 +67%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$4.38M -$3.86M -119,301 -47%
FMP
12
Financial Management Professionals
Texas
$3.84M +$1.38M +42,805 +56%
RJA
13
Raymond James & Associates
Florida
$2.45M +$96.1K +2,974 +4%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$1.92M +$1.23M +38,097 +179%
Bank of Montreal
15
Bank of Montreal
Ontario, Canada
$1.88M +$1.88M +58,234 New
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$1.75M +$1.75M +54,263 New
Stifel Financial
17
Stifel Financial
Missouri
$1.74M +$419K +12,971 +32%
Bank of America
18
Bank of America
North Carolina
$1.67M +$158K +4,902 +11%
CWM
19
Concentrum Wealth Management
California
$1.56M +$1.56M +48,186 New
FGAM
20
Financial Gravity Asset Management
Texas
$1.33M +$1.33M +41,353 New
WWM
21
Western Wealth Management
Colorado
$1.27M +$1.27M +39,297 New
PAG
22
Private Advisor Group
New Jersey
$1.24M +$1.24M +38,279 New
HH
23
Hilltop Holdings
Texas
$1.18M +$1.18M +36,510 New
LTFS
24
Ladenburg Thalmann Financial Services
Florida
$984K -$29.8K -921 -3%
GVAG
25
Great Valley Advisor Group
Delaware
$939K +$939K +29,044 New
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