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Invesco Dorsey Wright Utilities Momentum ETF
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Overview Fund Activity

48 hedge funds and large institutions have $31.9M invested in Invesco Dorsey Wright Utilities Momentum ETF in 2020 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 11 increasing their positions, 24 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
48
Holders Change
-10
Holders Change %
-17.24%
% of All Funds
1.06%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
3
Increased
11
Reduced
24
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NFG
Next Financial Group
Texas
+$349K
2
GSWM
Golden State Wealth Management
California
+$89K
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$32K
4
EWP
Engrave Wealth Partners
Texas
+$28.8K
5
AIC
Ameritas Investment Company
Nebraska
+$13.3K

Top Sellers

1
AWM
Affinity Wealth Management
Delaware
-$14.8M
2
PS
Portfolio Strategies
New York
-$13.1M
3
Morgan Stanley
Morgan Stanley
New York
-$9.35M
4
UBS Group
UBS Group
Switzerland
-$4.18M
5
Wells Fargo
Wells Fargo
California
-$2.86M
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS Group
1
UBS Group
Switzerland
$6.27M -$4.18M -144,875 -40%
Morgan Stanley
2
Morgan Stanley
New York
$4.93M -$9.35M -324,328 -65%
LPL Financial
3
LPL Financial
California
$3.77M +$12.5K +435 +0.3%
Wells Fargo
4
Wells Fargo
California
$2.33M -$2.86M -99,284 -55%
EWP
5
Engrave Wealth Partners
Texas
$2.04M +$28.8K +1,000 +1%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$1.8M -$128K -4,437 -7%
Bank of Montreal
7
Bank of Montreal
Ontario, Canada
$1.79M +$32K +1,138 +2%
Bank of America
8
Bank of America
North Carolina
$1.11M -$130K -4,518 -10%
EWA
9
EP Wealth Advisors
California
$664K -$38K -1,319 -5%
TRCT
10
Tower Research Capital (TRC)
New York
$632K -$10K -347 -2%
CAL
11
Capital Advisors Ltd
Ohio
$514K – – –
TF
12
Trek Financial
Arizona
$476K +$721 +25 +0.2%
Stifel Financial
13
Stifel Financial
Missouri
$470K -$40.1K -1,384 -8%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$427K -$1.41M -48,682 -77%
BRWA
15
B. Riley Wealth Advisors
Florida
$422K -$15.3K -528 -3%
NFG
16
Next Financial Group
Texas
$397K +$349K +12,100 +724%
Citadel Advisors
17
Citadel Advisors
Florida
$328K -$517K -17,873 -61%
WWM
18
Western Wealth Management
Colorado
$323K -$6.82K -237 -2%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$293K -$2.35M -81,631 -89%
Osaic Holdings
20
Osaic Holdings
Arizona
$288K +$288K +9,926 New
GWM
21
Geneos Wealth Management
Colorado
$281K -$40.1K -1,400 -13%
SAM
22
SignalPoint Asset Management
Missouri
$277K +$6.48K +225 +2%
PAG
23
Private Advisor Group
New Jersey
$260K -$6.15K -213 -2%
RJA
24
Raymond James & Associates
Florida
$245K -$959K -33,279 -80%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$228K -$934K -32,349 -80%
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