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Invesco Dorsey Wright Momentum ETF

125 hedge funds and large institutions have $847M invested in Invesco Dorsey Wright Momentum ETF in 2016 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 23 increasing their positions, 73 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
125
Holders Change
+1
Holders Change %
+0.81%
% of All Funds
3.34%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.13%
New
14
Increased
23
Reduced
73
Closed
13
Calls
$400K
Puts
Net Calls
+$400K
Net Calls Change
-$51K
Name Holding Trade Value Shares
Change
Shares
Change %
DADC
26
D.A. Davidson & Co
Montana
$5.63M -$224K -5,485 -4%
NC
27
NewSquare Capital
Pennsylvania
$5.57M -$20.3M -497,474 -78%
FAAS
28
First Allied Advisory Services
California
$5.26M -$858K -21,001 -14%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$5.23M -$5.1M -125,095 -49%
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$4.46M -$908K -22,263 -17%
CWM
31
Concert Wealth Management
California
$3.47M -$28.3K -696 -0.8%
SHA
32
Smith Hayes Advisers
Nebraska
$3.38M +$150K +3,689 +5%
JPMorgan Chase & Co
33
JPMorgan Chase & Co
New York
$3.09M -$42K -1,031 -1%
NPC
34
National Planning Corporation
California
$2.66M +$55.5K +1,361 +2%
ICAS
35
Investors Capital Advisory Services
Massachusetts
$2.61M -$287K -7,053 -10%
Susquehanna International Group
36
Susquehanna International Group
Pennsylvania
$2.56M +$1.48M +36,257 +137%
LFG
37
LifePlan Financial Group
Ohio
$2.56M -$121K -2,975 -5%
Carson Wealth (CWM LLC)
38
Carson Wealth (CWM LLC)
Nebraska
$2.44M -$1.32M -32,490 -35%
William Blair & Company
39
William Blair & Company
Illinois
$2.31M -$47.1K -1,155 -2%
Koshinski Asset Management
40
Koshinski Asset Management
Illinois
$2.12M -$88.1K -2,161 -4%
LTFS
41
Ladenburg Thalmann Financial Services
Florida
$1.91M +$235K +5,936 +14%
VFA
42
Voya Financial Advisors
Connecticut
$1.78M +$1.14M +27,864 +178%
IP
43
Investment Partners
Ohio
$1.61M +$90.7K +2,192 +6%
CS
44
Credit Suisse
Switzerland
$1.56M +$520K +12,747 +50%
VF
45
Virtu Financial
New York
$1.51M +$1.51M +37,115 New
Cambridge Investment Research Advisors
46
Cambridge Investment Research Advisors
Iowa
$1.45M -$3.14M -77,089 -68%
Citigroup
47
Citigroup
New York
$1.15M -$95.1K -2,332 -8%
CCS
48
Crosspoint Capital Strategies
California
$1.15M +$1.14M +27,962 +14,717%
DAS
49
Dynamic Advisor Solutions
Arizona
$1.15M -$77.7K -1,906 -6%
EC
50
Estate Counselors
Wisconsin
$1.13M +$1.13M +27,630 New