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Invesco Dorsey Wright SmallCap Momentum ETF

50 hedge funds and large institutions have $141M invested in Invesco Dorsey Wright SmallCap Momentum ETF in 2018 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 17 increasing their positions, 21 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
50
Holders Change
-3
Holders Change %
-5.66%
% of All Funds
1.15%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
3
Increased
17
Reduced
21
Closed
6
Calls
$530K
Puts
Net Calls
+$530K
Net Calls Change
+$165K
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$32.5M -$2.72M -54,906 -8%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$16.3M -$513K -10,360 -3%
SG
3
Strid Group
Pennsylvania
$15.1M -$36.8K -732 -0.2%
Wells Fargo
4
Wells Fargo
California
$10.9M +$1.96M +39,595 +22%
RJA
5
Raymond James & Associates
Florida
$9.23M +$1.51M +30,513 +20%
SFI
6
SPC Financial Inc
Maryland
$7.72M +$152K +3,063 +2%
BTS
7
BB&T Securities
Virginia
$6.88M +$5.77M +116,550 +524%
UBS Group
8
UBS Group
Switzerland
$6.2M -$2.83M -57,090 -31%
Invesco
9
Invesco
Georgia
$5.7M +$1.65M +33,277 +41%
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$3.67M +$886K +17,873 +32%
Baird Financial Group
11
Baird Financial Group
Wisconsin
$3.46M -$18.8K -380 -0.5%
FA
12
Fortis Advisors
Pennsylvania
$3.15M +$3.03M +61,237 +2,569%
Bank of America
13
Bank of America
North Carolina
$2.15M -$593K -11,966 -22%
SPC
14
Sigma Planning Corp
Michigan
$2M -$11.1K -225 -0.6%
PFS
15
Prospera Financial Services
Texas
$1.82M +$119K +2,400 +7%
SPIA
16
Steward Partners Investment Advisory
New York
$1.8M +$44.6K +900 +3%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$1.79M +$355K +7,159 +25%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$1.06M +$826K +16,669 +346%
LPL Financial
19
LPL Financial
California
$1.03M -$14.9K -301 -1%
Stifel Financial
20
Stifel Financial
Missouri
$1.03M +$38.6K +780 +4%
AIM
21
Advantage Investment Management
Iowa
$849K -$11.3K -228 -1%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$846K -$1.37M -27,741 -62%
Citadel Advisors
23
Citadel Advisors
Florida
$586K -$810K -16,351 -58%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$554K +$18.2K +368 +3%
HighTower Advisors
25
HighTower Advisors
Illinois
$498K