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Invesco Dorsey Wright Momentum ETF
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Overview Fund Activity

86 hedge funds and large institutions have $774M invested in Invesco Dorsey Wright Momentum ETF in 2014 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 39 increasing their positions, 18 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
86
Holders Change
+17
Holders Change %
+24.64%
% of All Funds
2.49%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.09%
New
20
Increased
39
Reduced
18
Closed
3
Calls
$313K
Puts
–
Net Calls
+$313K
Net Calls Change
-$149K

Top Buyers

1
AGA
1
Accuvest Global Advisors
Utah
$12.5M
2
U
2
UBS
Switzerland
$61.3M
3
FAAS
3
First Allied Advisory Services
California
$7.2M
4
NC
4
NewSquare Capital
Pennsylvania
$3.36M
5
BAAM
5
Baker Avenue Asset Management
California
$7.44M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$156M
2
BTS
2
BB&T Securities
Virginia
$80.7M
3
PAG
3
Private Advisor Group
New Jersey
$4.99M
4
WA
4
WESPAC Advisors
California
$0
5
LTFS
5
Ladenburg Thalmann Financial Services
Florida
$1.82M
Name Holding Trade Value Shares
Change 		Shares
Change %
Stifel Financial
26
Stifel Financial
Missouri
$3.2M +$3.2M +85,874 New
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$3.14M +$2.58M +69,391 +466%
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$3.13M +$353K +9,478 +13%
William Blair & Company
29
William Blair & Company
Illinois
$2.95M +$353K +9,475 +14%
MFS
30
MSI Financial Services
Massachusetts
$2.83M +$683K +18,337 +32%
FAAM
31
First Allied Asset Management
California
$2.65M +$2.65M +71,205 New
VF
32
Virtu Financial
New York
$2.44M +$2.44M +65,374 New
HF
33
Hoxton Financial
West Virginia
$2.32M +$488K +13,087 +27%
SI
34
Stephens Inc
Arkansas
$2.3M +$1.66M +44,543 +258%
Goldman Sachs
35
Goldman Sachs
New York
$2.15M +$858K +23,048 +67%
MCC
36
Mid Continent Capital
Illinois
$1.96M +$1.25M +33,685 +179%
AP
37
Advisors Preferred
Maryland
$1.91M +$1.91M +51,317 New
CWM
38
Concert Wealth Management
California
$1.85M -$59.3K -1,617 -3%
VFS
39
VSR Financial Services
Kansas
$1.83M +$1.06M +28,415 +136%
Envestnet Asset Management
40
Envestnet Asset Management
Illinois
$1.83M +$1.83M +49,041 New
LTFS
41
Ladenburg Thalmann Financial Services
Florida
$1.82M -$1.64M -43,325 -47%
DADC
42
D.A. Davidson & Co
Montana
$1.69M -$159K -4,272 -9%
TRCT
43
Tower Research Capital (TRC)
New York
$1.5M +$1.5M +40,379 New
NPC
44
National Planning Corporation
California
$1.5M -$94.7K -2,501 -6%
BRWM
45
B. Riley Wealth Management
Tennessee
$1.43M +$1.43M +38,432 New
BCM
46
Barometer Capital Management
Ontario, Canada
$1.37M +$1.37M +36,700 New
FHC
47
First Heartland Consultants
Missouri
$1.2M +$160K +4,286 +15%
Citigroup
48
Citigroup
New York
$1.06M +$62.8K +1,685 +6%
HFS
49
HL Financial Services
Kentucky
$993K -$55.1K -1,481 -5%
SAG
50
Sterne Agee Group
Alabama
$938K – – –
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