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Invesco Dorsey Wright Momentum ETF

113 hedge funds and large institutions have $710M invested in Invesco Dorsey Wright Momentum ETF in 2017 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 20 increasing their positions, 61 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
113
Holders Change
-2
Holders Change %
-1.74%
% of All Funds
2.82%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.12%
New
10
Increased
20
Reduced
61
Closed
10
Calls
$299K
Puts
$3K
Net Calls
+$296K
Net Calls Change
+$44K
Name Holding Trade Value Shares
Change
Shares
Change %
SI
26
Stephens Inc
Arkansas
$3.42M -$58.3K -1,288 -2%
JPMorgan Chase & Co
27
JPMorgan Chase & Co
New York
$3.28M -$39.7K -877 -1%
CFA
28
Carroll Financial Associates
North Carolina
$3.23M +$1.23M +27,188 +62%
CWM
29
Concert Wealth Management
California
$3M
NPC
30
National Planning Corporation
California
$2.87M -$89.3K -1,983 -3%
PAG
31
Private Advisory Group
Washington
$2.3M +$1.64M +36,252 +249%
LTFS
32
Ladenburg Thalmann Financial Services
Florida
$2.3M -$708K -16,181 -24%
Goldman Sachs
33
Goldman Sachs
New York
$2.28M -$1.46M -32,130 -39%
William Blair & Company
34
William Blair & Company
Illinois
$2.06M -$4.51K -100 -0.2%
UCFA
35
United Capital Financial Advisors
Texas
$2M -$3.28M -72,461 -62%
OC
36
Oppenheimer & Co
New York
$1.79M -$450K -9,931 -20%
Susquehanna International Group
37
Susquehanna International Group
Pennsylvania
$1.55M -$3.22M -71,116 -68%
CCS
38
Crosspoint Capital Strategies
California
$1.49M -$52.5K -1,160 -3%
BAAM
39
Baker Avenue Asset Management
California
$1.47M -$732K -16,167 -33%
Koshinski Asset Management
40
Koshinski Asset Management
Illinois
$1.44M -$35.2K -778 -2%
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$1.32M -$246K -5,427 -16%
Citadel Advisors
42
Citadel Advisors
Florida
$1.22M +$620K +13,692 +104%
CS
43
Credit Suisse
Switzerland
$1.18M -$3.16M -69,756 -73%
SPC
44
Sigma Planning Corp
Michigan
$1.08M -$319K -7,038 -23%
HighTower Advisors
45
HighTower Advisors
Illinois
$890K +$31.4K +694 +4%
IP
46
Investment Partners
Ohio
$882K -$117K -2,580 -12%
DAS
47
Dynamic Advisor Solutions
Arizona
$880K -$65K -1,436 -7%
ACI
48
Alpha Cubed Investments
California
$835K
TRCT
49
Tower Research Capital (TRC)
New York
$800K -$418K -9,239 -34%
CAN
50
Cetera Advisor Networks
California
$794K -$58.5K -1,290 -7%