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Invesco Dorsey Wright Momentum ETF

86 hedge funds and large institutions have $765M invested in Invesco Dorsey Wright Momentum ETF in 2014 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 33 increasing their positions, 38 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
86
Holders Change
-4
Holders Change %
-4.44%
% of All Funds
2.5%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
%
% of All Funds
0.09%
New
8
Increased
33
Reduced
38
Closed
12
Calls
$381K
Puts
Net Calls
+$381K
Net Calls Change
+$120K
Name Holding Trade Value Shares
Change
Shares
Change %
JPMorgan Chase & Co
26
JPMorgan Chase & Co
New York
$3.55M +$738K +18,771 +26%
HF
27
Hoxton Financial
West Virginia
$3.4M +$597K +15,191 +21%
MFS
28
MSI Financial Services
Massachusetts
$3.29M +$79.5K +2,023 +2%
SI
29
Stephens Inc
Arkansas
$3.05M +$606K +15,424 +25%
OC
30
Oppenheimer & Co
New York
$2.74M +$276K +7,011 +11%
PAG
31
Private Advisor Group
New Jersey
$2.37M -$3.81M -96,977 -62%
FAAM
32
First Allied Asset Management
California
$2.27M -$555K -14,101 -20%
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$1.93M -$110K -2,803 -5%
CWM
34
Concert Wealth Management
California
$1.91M -$46.1K -1,170 -2%
NPC
35
National Planning Corporation
California
$1.84M +$254K +6,479 +16%
DADC
36
D.A. Davidson & Co
Montana
$1.79M -$18K -459 -1%
LTFS
37
Ladenburg Thalmann Financial Services
Florida
$1.7M -$49.3K -1,237 -3%
BRWM
38
B. Riley Wealth Management
Tennessee
$1.66M -$40.5K -1,030 -2%
VFS
39
VSR Financial Services
Kansas
$1.58M -$179K -4,561 -10%
VF
40
Virtu Financial
New York
$1.32M -$336K -8,541 -20%
BCM
41
Barometer Capital Management
Ontario, Canada
$1.23M -$149K -3,800 -11%
Jane Street
42
Jane Street
New York
$1.22M +$263K +6,697 +28%
FHC
43
First Heartland Consultants
Missouri
$1.17M -$34.6K -880 -3%
Citigroup
44
Citigroup
New York
$1.15M +$4.4K +112 +0.4%
HFS
45
HL Financial Services
Kentucky
$992K -$2.2K -56 -0.2%
SAG
46
Sterne Agee Group
Alabama
$986K -$2.18K -55 -0.2%
HighTower Advisors
47
HighTower Advisors
Illinois
$945K +$100K +2,553 +12%
BAS
48
Brown Advisory Securities
Maryland
$798K
IAA
49
Ironsides Asset Advisors
North Carolina
$739K +$5.27K +134 +0.7%
Bank of Montreal
50
Bank of Montreal
Ontario, Canada
$612K +$22.3K +566 +4%