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Invesco Dorsey Wright Momentum ETF
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Overview Fund Activity

115 hedge funds and large institutions have $850M invested in Invesco Dorsey Wright Momentum ETF in 2016 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 39 increasing their positions, 47 reducing their positions, and 11 closing their positions.

Holders
115
Holders Change
-2
Holders Change %
-1.71%
% of All Funds
2.88%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.18%
New
10
Increased
39
Reduced
47
Closed
11
Calls
$252K
Puts
–
Net Calls
+$252K
Net Calls Change
-$67K

Top Buyers

1
GA
1
Gateway Advisory
New Jersey
$61M
2
SFI
2
SPC Financial Inc
Maryland
$20.9M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$4.42M
4
Ameriprise
4
Ameriprise
Minnesota
$23.7M
5
CS
5
Credit Suisse
Switzerland
$4.03M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$133M
2
Wells Fargo
2
Wells Fargo
California
$95.7M
3
Bank of America
3
Bank of America
North Carolina
$37.7M
4
NC
4
NewSquare Capital
Pennsylvania
$24.3M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$4.93M 117,381 +4,249 +4%
UCFA
27
United Capital Financial Advisors
Texas
$4.9M 116,635 -30,641 -21%
DADC
28
D.A. Davidson & Co
Montana
$4.61M 109,803 -60,850 -36%
Susquehanna International Group
29
Susquehanna International Group
Pennsylvania
$4.42M 105,271 +93,826 +820%
CS
30
Credit Suisse
Switzerland
$4.03M 95,883 +63,678 +198%
Goldman Sachs
31
Goldman Sachs
New York
$3.46M 82,359 +32,359 +65%
SI
32
Stephens Inc
Arkansas
$3.23M 76,863 -4,500 -6%
Baird Financial Group
33
Baird Financial Group
Wisconsin
$3.22M 76,681 -7,572 -9%
JPMorgan Chase & Co
34
JPMorgan Chase & Co
New York
$3.08M 73,339 +808 +1%
CWM
35
Concert Wealth Management
California
$3M 71,582 -34,237 -32%
LTFS
36
Ladenburg Thalmann Financial Services
Florida
$2.89M 68,759 +18,379 +36%
NPC
37
National Planning Corporation
California
$2.83M 65,625 +1,148 +2%
OC
38
Oppenheimer & Co
New York
$2.08M 49,494 -7,646 -13%
BAAM
39
Baker Avenue Asset Management
California
$2.04M 48,612 -27,798 -36%
William Blair & Company
40
William Blair & Company
Illinois
$1.92M 45,745 -5,350 -10%
CFA
41
Carroll Financial Associates
North Carolina
$1.86M 44,167 +8,781 +25%
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$1.45M 34,603 +1,461 +4%
CCS
43
Crosspoint Capital Strategies
California
$1.43M 33,952 +5,772 +20%
Koshinski Asset Management
44
Koshinski Asset Management
Illinois
$1.37M 32,637 +9,408 +41%
VKH
45
Virtu KCG Holdings
New York
$1.34M 31,925 +31,925 New
SPC
46
Sigma Planning Corp
Michigan
$1.3M 30,936 -1,222 -4%
LFG
47
LifePlan Financial Group
Ohio
$1.19M 28,406 -21,136 -43%
TRCT
48
Tower Research Capital (TRC)
New York
$1.13M 26,913 +8,223 +44%
IP
49
Investment Partners
Ohio
$927K 22,062 -7,476 -25%
DAS
50
Dynamic Advisor Solutions
Arizona
$877K 20,877 -2,690 -11%
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