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Invesco Dorsey Wright Momentum ETF

121 hedge funds and large institutions have $777M invested in Invesco Dorsey Wright Momentum ETF in 2016 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 36 increasing their positions, 57 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
121
Holders Change
-4
Holders Change %
-3.2%
% of All Funds
3.23%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.16%
New
15
Increased
36
Reduced
57
Closed
16
Calls
$350K
Puts
Net Calls
+$350K
Net Calls Change
-$50K
Name Holding Trade Value Shares
Change
Shares
Change %
DADC
26
D.A. Davidson & Co
Montana
$5.63M -$178K -4,232 -3%
Invesco
27
Invesco
Georgia
$4.85M +$4.44M +105,543 +1,094%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$4.8M -$597K -14,176 -11%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$4.21M -$399K -9,489 -9%
CWM
30
Concert Wealth Management
California
$3.86M +$275K +6,537 +8%
CS
31
Credit Suisse
Switzerland
$3.83M +$2.22M +52,733 +138%
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
$3.69M +$1.04M +24,805 +39%
Carson Wealth (CWM LLC)
33
Carson Wealth (CWM LLC)
Nebraska
$3.62M +$1.1M +26,133 +44%
JPMorgan Chase & Co
34
JPMorgan Chase & Co
New York
$3.16M -$29.6K -704 -0.9%
FIM
35
Freedom Investment Management
Connecticut
$2.89M +$2.89M +68,630 New
NPC
36
National Planning Corporation
California
$2.82M +$26K +606 +0.9%
ICAS
37
Investors Capital Advisory Services
Massachusetts
$2.66M -$34.1K -811 -1%
LFG
38
LifePlan Financial Group
Ohio
$2.47M -$173K -4,115 -7%
William Blair & Company
39
William Blair & Company
Illinois
$2.06M -$324K -7,695 -14%
TRCT
40
Tower Research Capital (TRC)
New York
$2.02M +$2.02M +48,058 New
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$1.88M +$386K +9,173 +26%
VFA
42
Voya Financial Advisors
Connecticut
$1.71M -$93.2K -2,249 -5%
LTFS
43
Ladenburg Thalmann Financial Services
Florida
$1.53M -$484K -11,581 -24%
VFS
44
VSR Financial Services
Kansas
$1.49M +$953K +22,634 +176%
IP
45
Investment Partners
Ohio
$1.42M -$218K -5,170 -13%
SCM
46
Sabal Capital Management
California
$1.31M +$1.31M +31,144 New
CCS
47
Crosspoint Capital Strategies
California
$1.19M +$3.16K +75 +0.3%
SA
48
Strategic Advisors
New York
$1.18M +$404K +9,588 +52%
Citigroup
49
Citigroup
New York
$1.17M -$20K -474 -2%
DAS
50
Dynamic Advisor Solutions
Arizona
$1.09M -$97.1K -2,307 -8%