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Invesco Dorsey Wright SmallCap Momentum ETF

51 hedge funds and large institutions have $285M invested in Invesco Dorsey Wright SmallCap Momentum ETF in 2014 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 15 increasing their positions, 30 reducing their positions, and 12 closing their positions.

Holders
51
Holders Change
-10
Holders Change %
-16.39%
% of All Funds
1.47%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
2
Increased
15
Reduced
30
Closed
12
Calls
$4K
Puts
$525K
Net Calls
-$521K
Net Calls Change
-$521K
Name Market Value Shares Shares
Change
Shares
Change %
Wells Fargo
1
Wells Fargo
California
$57.8M 1,474,691 -277,081 -16%
Morgan Stanley
2
Morgan Stanley
New York
$54.7M 1,396,885 -1,125,707 -45%
Bank of America
3
Bank of America
North Carolina
$23.5M 600,012 -196,522 -25%
U
4
UBS
Switzerland
$19.9M 506,507 -235,310 -32%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$17.9M 456,745 -16,240 -3%
BTS
6
BB&T Securities
Virginia
$15M 38,317 -1,659 -4%
LPL Financial
7
LPL Financial
California
$12.6M 320,825 -431,791 -57%
HF
8
Hoxton Financial
West Virginia
$12.3M 313,447 +26,009 +9%
RJA
9
Raymond James & Associates
Florida
$8.93M 227,790 -57,073 -20%
Carson Wealth (CWM LLC)
10
Carson Wealth (CWM LLC)
Nebraska
$7.52M 191,839 +34,703 +22%
SG Americas Securities
11
SG Americas Securities
New York
$6.89M 175,903 +175,903 New
WF
12
WealthTrust Fairport
Ohio
$5.64M 143,973 -9,210 -6%
KFS
13
KMS Financial Services
Washington
$3.55M 90,496 +22,611 +33%
B
14
Baird
Wisconsin
$3.39M 86,581 +28,476 +49%
Goldman Sachs
15
Goldman Sachs
New York
$3.05M 77,795 +640 +0.8%
MFS
16
MSI Financial Services
Massachusetts
$2.94M 75,073 +7,171 +11%
VFS
17
VSR Financial Services
Kansas
$2.11M 53,774 -44,040 -45%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$1.91M 48,689 -2,923 -6%
OC
19
Oppenheimer & Co
New York
$1.88M 48,077 +41,938 +683%
HighTower Advisors
20
HighTower Advisors
Illinois
$1.85M 47,243 +6,327 +15%
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$1.67M 42,601 -48,092 -53%
AIG
22
American International Group
New York
$1.63M 41,547 -29,245 -41%
3AM
23
3D Asset Management
Connecticut
$1.37M 35,012
BCM
24
Barometer Capital Management
Ontario, Canada
$1.37M 35,000 +100 +0.3%
PFS
25
Prospera Financial Services
Texas
$1.3M 33,054 +12,496 +61%