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Invesco Dorsey Wright SmallCap Momentum ETF

58 hedge funds and large institutions have $187M invested in Invesco Dorsey Wright SmallCap Momentum ETF in 2018 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 22 increasing their positions, 14 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
58
Holders Change
+8
Holders Change %
+16%
% of All Funds
1.33%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
12
Increased
22
Reduced
14
Closed
3
Calls
$732K
Puts
$436K
Net Calls
+$296K
Net Calls Change
-$234K
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$43.2M +$7.73M +143,076 +22%
Wells Fargo
2
Wells Fargo
California
$21.9M +$10.1M +187,199 +85%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$17.1M -$667K -12,338 -4%
Invesco
4
Invesco
Georgia
$13.2M +$6.97M +129,083 +112%
RJA
5
Raymond James & Associates
Florida
$12M +$1.98M +36,586 +20%
SG
6
Strid Group
Pennsylvania
$11.4M -$4.9M -90,648 -30%
SFI
7
SPC Financial Inc
Maryland
$8.7M +$286K +5,290 +3%
BTS
8
BB&T Securities
Virginia
$8.18M +$683K +12,643 +9%
Janney Montgomery Scott
9
Janney Montgomery Scott
Pennsylvania
$6.24M +$2.24M +41,421 +56%
UBS Group
10
UBS Group
Switzerland
$6.19M -$567K -10,502 -8%
Bank of America
11
Bank of America
North Carolina
$4.62M +$2.28M +42,192 +97%
Baird Financial Group
12
Baird Financial Group
Wisconsin
$4.39M +$620K +11,485 +16%
FA
13
Fortis Advisors
Pennsylvania
$3.56M +$125K +2,315 +4%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$2.92M +$973K +18,002 +50%
SPC
15
Sigma Planning Corp
Michigan
$2.25M +$70.2K +1,300 +3%
LPL Financial
16
LPL Financial
California
$1.99M +$866K +16,039 +77%
SPIA
17
Steward Partners Investment Advisory
New York
$1.96M -$5.4K -100 -0.3%
SCA
18
Snowden Capital Advisors
New York
$1.95M +$1.95M +36,158 New
PFS
19
Prospera Financial Services
Texas
$1.93M -$59.5K -1,100 -3%
Stifel Financial
20
Stifel Financial
Missouri
$1.14M +$17.5K +325 +2%
CIBC World Market
21
CIBC World Market
Ontario, Canada
$1.01M +$1.01M +18,730 New
RJFSA
22
Raymond James Financial Services Advisors
Florida
$902K -$20.7K -384 -2%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$899K -$257K -4,778 -22%
AIM
24
Advantage Investment Management
Iowa
$856K -$69.4K -1,285 -8%
AG
25
Advisor Group
Arizona
$759K +$354K +6,544 +87%