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Invesco Dorsey Wright Momentum ETF
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Overview Fund Activity

100 hedge funds and large institutions have $959M invested in Invesco Dorsey Wright Momentum ETF in 2014 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 44 increasing their positions, 20 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
100
Holders Change
+14
Holders Change %
+16.28%
% of All Funds
2.67%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.16%
New
25
Increased
44
Reduced
20
Closed
9
Calls
$250K
Puts
–
Net Calls
+$250K
Net Calls Change
-$131K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$204M
2
BTS
2
BB&T Securities
Virginia
$122M
3
Wells Fargo
3
Wells Fargo
California
$166M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$32M
5
Ameriprise
5
Ameriprise
Minnesota
$21.1M

Top Sellers

1
SWP
1
Stratos Wealth Partners
Ohio
$13.5M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$819K
3
FAAS
3
First Allied Advisory Services
California
$2.94M
4
VF
4
Virtu Financial
New York
$0
5
PAG
5
Private Advisor Group
New Jersey
$1.23M
Name Holding Trade Value Shares
Change 		Shares
Change %
Janney Montgomery Scott
26
Janney Montgomery Scott
Pennsylvania
$4.69M +$908K +22,107 +24%
LTFS
27
Ladenburg Thalmann Financial Services
Florida
$4.5M +$2.74M +66,513 +156%
William Blair & Company
28
William Blair & Company
Illinois
$3.82M -$624K -15,205 -14%
DADC
29
D.A. Davidson & Co
Montana
$3.47M +$1.61M +39,178 +86%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$3.16M -$797K -19,400 -20%
JPMorgan Chase & Co
31
JPMorgan Chase & Co
New York
$3.16M -$543K -13,213 -15%
FAAS
32
First Allied Advisory Services
California
$2.94M -$2.34M -57,004 -44%
OC
33
Oppenheimer & Co
New York
$2.7M -$165K -4,013 -6%
CWM
34
Concert Wealth Management
California
$2.29M +$309K +7,540 +16%
FAAM
35
First Allied Asset Management
California
$2.25M -$121K -2,934 -5%
Koshinski Asset Management
36
Koshinski Asset Management
Illinois
$2.2M +$2.2M +53,531 New
NPC
37
National Planning Corporation
California
$2.06M +$150K +3,683 +8%
Envestnet Asset Management
38
Envestnet Asset Management
Illinois
$1.97M -$49.5K -1,205 -2%
HighTower Advisors
39
HighTower Advisors
Illinois
$1.73M +$747K +18,193 +76%
BRWM
40
B. Riley Wealth Management
Tennessee
$1.72M -$16.6K -405 -1%
VFS
41
VSR Financial Services
Kansas
$1.67M +$22.7K +552 +1%
SPC
42
Sigma Planning Corp
Michigan
$1.5M +$1.5M +36,551 New
BCM
43
Barometer Capital Management
Ontario, Canada
$1.38M +$94.5K +2,300 +7%
FHC
44
First Heartland Consultants
Missouri
$1.3M +$75.8K +1,845 +6%
PAG
45
Private Advisor Group
New Jersey
$1.23M -$1.24M -30,255 -50%
Citigroup
46
Citigroup
New York
$1.21M +$12K +292 +1%
SHA
47
Smith Hayes Advisers
Nebraska
$1.18M +$701K +17,082 +147%
WA
48
WESPAC Advisors
California
$1.13M +$1.13M +27,601 New
PHS
49
Pekin Hardy Strauss
Illinois
$1.13M +$1.13M +27,601 New
HFS
50
HL Financial Services
Kentucky
$1.13M +$93.9K +2,287 +9%
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