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Invesco Dorsey Wright Utilities Momentum ETF
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Overview Fund Activity

66 hedge funds and large institutions have $188M invested in Invesco Dorsey Wright Utilities Momentum ETF in 2019 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 21 increasing their positions, 18 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
66
Holders Change
+9
Holders Change %
+15.79%
% of All Funds
1.45%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
17
Increased
21
Reduced
18
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Invesco
Invesco
Georgia
+$17.9M
2
NCM
Niemann Capital Management
Nevada
+$15.6M
3
PS
Portfolio Strategies
New York
+$15.1M
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$2.76M
5
Wells Fargo
Wells Fargo
California
+$1.96M

Top Sellers

1
FMP
Financial Management Professionals
Texas
-$4.75M
2
UBS Group
UBS Group
Switzerland
-$3.01M
3
CF
Centaurus Financial
California
-$1.02M
4
PAG
Private Advisory Group
Washington
-$692K
5
LPL Financial
LPL Financial
California
-$605K
Name Holding Trade Value Shares
Change 		Shares
Change %
NCM
1
Niemann Capital Management
Nevada
$31.7M +$15.6M +459,703 +97%
Invesco
2
Invesco
Georgia
$17.9M +$17.9M +510,207 New
Morgan Stanley
3
Morgan Stanley
New York
$15.8M -$321K -9,177 -2%
PS
4
Portfolio Strategies
New York
$15.1M +$15.1M +432,575 New
AWM
5
Affinity Wealth Management
Delaware
$14.7M +$189K +5,407 +1%
MCM
6
Mainstay Capital Management
Michigan
$13.5M +$146K +4,169 +1%
UBS Group
7
UBS Group
Switzerland
$13.5M -$3.01M -86,015 -18%
Wells Fargo
8
Wells Fargo
California
$8.43M +$1.96M +55,857 +30%
HighTower Advisors
9
HighTower Advisors
Illinois
$7.55M +$209K +5,962 +3%
LPL Financial
10
LPL Financial
California
$5.17M -$605K -17,262 -10%
Bank of America
11
Bank of America
North Carolina
$4.18M +$362K +10,326 +9%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$3.86M -$438K -12,512 -10%
RJA
13
Raymond James & Associates
Florida
$2.87M +$202K +5,759 +8%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$2.76M +$2.76M +78,766 New
Stifel Financial
15
Stifel Financial
Missouri
$2.17M -$320K -9,131 -13%
Bank of Montreal
16
Bank of Montreal
Ontario, Canada
$2.15M +$21.8K +622 +1%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$2.09M +$1.31M +37,383 +168%
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$1.93M +$1.67M +47,589 +631%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$1.83M +$156K +4,469 +9%
SPC
20
Sigma Planning Corp
Michigan
$1.67M +$1.67M +47,766 New
PAG
21
Private Advisor Group
New Jersey
$1.48M +$1.16M +33,199 +364%
Citadel Advisors
22
Citadel Advisors
Florida
$1.41M +$1.41M +40,240 New
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$1.24M +$204K +5,822 +20%
WWM
24
Western Wealth Management
Colorado
$1.16M +$8.02K +229 +0.7%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$1.01M +$477K +13,630 +89%
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