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Invesco Dorsey Wright Momentum ETF
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Overview Fund Activity

118 hedge funds and large institutions have $997M invested in Invesco Dorsey Wright Momentum ETF in 2015 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 55 increasing their positions, 27 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
118
Holders Change
+10
Holders Change %
+9.26%
% of All Funds
3.3%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.14%
New
20
Increased
55
Reduced
27
Closed
9
Calls
$241K
Puts
–
Net Calls
+$241K
Net Calls Change
+$241K

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$125M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$37.6M
3
Goldman Sachs
3
Goldman Sachs
New York
$23.9M
4
RJA
4
Raymond James & Associates
Florida
$46.6M
5
Jane Street
5
Jane Street
New York
$7.83M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$141M
2
Morgan Stanley
2
Morgan Stanley
New York
$202M
3
BAAM
3
Baker Avenue Asset Management
California
$5.45M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$9.49M
5
LTFS
5
Ladenburg Thalmann Financial Services
Florida
$1.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
SI
26
Stephens Inc
Arkansas
$6.4M +$766K +19,071 +14%
DADC
27
D.A. Davidson & Co
Montana
$5.62M -$95.3K -2,371 -2%
BAAM
28
Baker Avenue Asset Management
California
$5.45M -$8.6M -214,071 -61%
Citadel Advisors
29
Citadel Advisors
Florida
$4.95M +$3.46M +86,047 +232%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$4.25M +$1.46M +36,271 +52%
FAAS
31
First Allied Advisory Services
California
$3.43M -$1.8M -44,743 -34%
CWM
32
Concert Wealth Management
California
$3.31M +$817K +20,295 +33%
NPC
33
National Planning Corporation
California
$3.13M +$417K +9,726 +15%
Baird Financial Group
34
Baird Financial Group
Wisconsin
$3.13M +$800K +19,908 +34%
VFS
35
VSR Financial Services
Kansas
$2.97M +$35K +871 +1%
LFG
36
LifePlan Financial Group
Ohio
$2.7M +$1.25M +31,160 +86%
OC
37
Oppenheimer & Co
New York
$2.67M +$70.9K +1,765 +3%
Envestnet Asset Management
38
Envestnet Asset Management
Illinois
$2.56M -$83.1K -2,069 -3%
William Blair & Company
39
William Blair & Company
Illinois
$2.32M -$1.12M -27,950 -33%
TRCT
40
Tower Research Capital (TRC)
New York
$2.29M +$2.29M +57,074 New
HighTower Advisors
41
HighTower Advisors
Illinois
$2.08M +$248K +6,167 +13%
PAG
42
Private Advisor Group
New Jersey
$2.06M +$1.6M +39,889 +351%
JPMorgan Chase & Co
43
JPMorgan Chase & Co
New York
$2.02M -$438K -10,912 -18%
LTFS
44
Ladenburg Thalmann Financial Services
Florida
$1.8M -$2.71M -66,072 -60%
CS
45
Credit Suisse
Switzerland
$1.77M -$1.17M -29,222 -40%
SWP
46
Stratos Wealth Partners
Ohio
$1.68M -$1.73M -42,944 -51%
SHA
47
Smith Hayes Advisers
Nebraska
$1.56M +$58.6K +1,458 +4%
VKH
48
Virtu KCG Holdings
New York
$1.5M +$1.5M +37,297 New
CAN
49
Cetera Advisor Networks
California
$1.48M +$1.18M +29,453 +392%
FHC
50
First Heartland Consultants
Missouri
$1.47M +$218K +5,432 +17%
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