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Invesco Dorsey Wright Momentum ETF
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Overview Fund Activity

108 hedge funds and large institutions have $972M invested in Invesco Dorsey Wright Momentum ETF in 2015 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 41 increasing their positions, 33 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
108
Holders Change
+1
Holders Change %
+0.93%
% of All Funds
2.91%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.22%
New
14
Increased
41
Reduced
33
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PFS
1
Prospera Financial Services
Texas
$25.6M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$18.2M
3
RJA
3
Raymond James & Associates
Florida
$41.4M
4
Goldman Sachs
4
Goldman Sachs
New York
$4.21M
5
NC
5
NewSquare Capital
Pennsylvania
$21.5M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$104M
2
SWP
2
Stratos Wealth Partners
Ohio
$3.65M
3
Wells Fargo
3
Wells Fargo
California
$170M
4
Morgan Stanley
4
Morgan Stanley
New York
$232M
5
Jane Street
5
Jane Street
New York
$247K
Name Holding Trade Value Shares
Change 		Shares
Change %
LTFS
26
Ladenburg Thalmann Financial Services
Florida
$4.74M -$95.3K -2,211 -2%
Goldman Sachs
27
Goldman Sachs
New York
$4.21M +$4.21M +97,830 New
William Blair & Company
28
William Blair & Company
Illinois
$3.68M -$43.1K -1,000 -1%
SWP
29
Stratos Wealth Partners
Ohio
$3.65M -$14.2M -329,299 -80%
CS
30
Credit Suisse
Switzerland
$3.16M +$3.16M +73,275 New
VFS
31
VSR Financial Services
Kansas
$3.15M +$958K +22,259 +44%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$2.99M +$305K +7,091 +11%
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$2.84M -$393K -9,133 -12%
OC
34
Oppenheimer & Co
New York
$2.78M -$271K -6,300 -9%
NPC
35
National Planning Corporation
California
$2.75M +$252K +5,804 +10%
CWM
36
Concert Wealth Management
California
$2.67M +$15.8K +367 +0.6%
JPMorgan Chase & Co
37
JPMorgan Chase & Co
New York
$2.63M +$2.24K +52 +0.1%
Baird Financial Group
38
Baird Financial Group
Wisconsin
$2.5M +$2.5M +58,052 New
HighTower Advisors
39
HighTower Advisors
Illinois
$1.97M +$54.4K +1,264 +3%
MAA
40
Managed Account Advisors
New Jersey
$1.95M +$789K +18,331 +68%
SHA
41
Smith Hayes Advisers
Nebraska
$1.61M -$193K -4,487 -11%
Citadel Advisors
42
Citadel Advisors
Florida
$1.6M +$1.6M +37,151 New
BRWM
43
B. Riley Wealth Management
Tennessee
$1.59M -$194K -4,517 -11%
LFG
44
LifePlan Financial Group
Ohio
$1.56M +$1.56M +36,148 New
SPC
45
Sigma Planning Corp
Michigan
$1.47M -$258K -5,983 -15%
CCS
46
Crosspoint Capital Strategies
California
$1.42M +$1.06M +24,650 +295%
Koshinski Asset Management
47
Koshinski Asset Management
Illinois
$1.41M -$1.22M -28,228 -46%
IP
48
Investment Partners
Ohio
$1.36M +$483K +11,211 +55%
WA
49
WESPAC Advisors
California
$1.34M +$71.4K +1,658 +6%
Citigroup
50
Citigroup
New York
$1.3M -$2.63K -61 -0.2%
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