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Invesco Dorsey Wright Momentum ETF

120 hedge funds and large institutions have $765M invested in Invesco Dorsey Wright Momentum ETF in 2017 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 43 increasing their positions, 45 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
120
Holders Change
+7
Holders Change %
+6.19%
% of All Funds
3%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.15%
New
16
Increased
43
Reduced
45
Closed
9
Calls
$861K
Puts
$227K
Net Calls
+$634K
Net Calls Change
+$338K
Name Holding Trade Value Shares
Change
Shares
Change %
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$5.69M +$191K +4,087 +3%
CS
27
Credit Suisse
Switzerland
$5.54M +$4.32M +92,250 +353%
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
$4.59M +$2.99M +63,780 +187%
CFA
29
Carroll Financial Associates
North Carolina
$3.92M +$576K +12,312 +17%
SI
30
Stephens Inc
Arkansas
$3.76M +$226K +4,827 +6%
JPMorgan Chase & Co
31
JPMorgan Chase & Co
New York
$3.45M +$55.5K +1,186 +2%
IFWM
32
Institute for Wealth Management
Colorado
$3.17M +$3.17M +67,613 New
PAG
33
Private Advisory Group
Washington
$3.16M +$779K +16,646 +33%
NPC
34
National Planning Corporation
California
$2.75M -$231K -4,931 -8%
DADC
35
D.A. Davidson & Co
Montana
$2.46M -$1.51M -32,301 -38%
TRCT
36
Tower Research Capital (TRC)
New York
$2.18M +$1.35M +28,885 +163%
Citadel Advisors
37
Citadel Advisors
Florida
$2.09M +$830K +17,720 +66%
EWA
38
EP Wealth Advisors
California
$1.98M +$1.98M +42,207 New
William Blair & Company
39
William Blair & Company
Illinois
$1.95M -$183K -3,915 -9%
OC
40
Oppenheimer & Co
New York
$1.85M -$702 -15 -0%
LTFS
41
Ladenburg Thalmann Financial Services
Florida
$1.84M -$624K -13,328 -25%
CCS
42
Crosspoint Capital Strategies
California
$1.63M +$95K +2,030 +6%
Koshinski Asset Management
43
Koshinski Asset Management
Illinois
$1.29M -$198K -4,223 -13%
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
$1.14M -$223K -4,764 -16%
BAAM
45
Baker Avenue Asset Management
California
$1.11M -$410K -8,755 -27%
HighTower Advisors
46
HighTower Advisors
Illinois
$1.02M +$95.4K +2,038 +10%
VKH
47
Virtu KCG Holdings
New York
$1M +$484K +10,326 +93%
SPC
48
Sigma Planning Corp
Michigan
$983K -$136K -2,907 -12%
IP
49
Investment Partners
Ohio
$904K -$7.91K -169 -0.9%
ACI
50
Alpha Cubed Investments
California
$863K