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Invesco Dorsey Wright Momentum ETF
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Overview Fund Activity

100 hedge funds and large institutions have $959M invested in Invesco Dorsey Wright Momentum ETF in 2014 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 44 increasing their positions, 20 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
100
Holders Change
+14
Holders Change %
+16.28%
% of All Funds
2.67%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.16%
New
25
Increased
44
Reduced
20
Closed
9
Calls
$250K
Puts
–
Net Calls
+$250K
Net Calls Change
-$131K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$204M
2
BTS
2
BB&T Securities
Virginia
$122M
3
Wells Fargo
3
Wells Fargo
California
$166M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$32M
5
Ameriprise
5
Ameriprise
Minnesota
$21.1M

Top Sellers

1
SWP
1
Stratos Wealth Partners
Ohio
$13.5M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$819K
3
FAAS
3
First Allied Advisory Services
California
$2.94M
4
VF
4
Virtu Financial
New York
$0
5
PAG
5
Private Advisor Group
New Jersey
$1.23M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAG
51
Sterne Agee Group
Alabama
$1.02M -$2.59K -63 -0.3%
BAS
52
Brown Advisory Securities
Maryland
$834K – – –
Susquehanna International Group
53
Susquehanna International Group
Pennsylvania
$819K -$3.55M -86,463 -81%
ICAS
54
Investors Capital Advisory Services
Massachusetts
$794K +$359K +8,759 +83%
Bank of Montreal
55
Bank of Montreal
Ontario, Canada
$723K +$84.6K +2,063 +13%
WI
56
WBI Investments
New Jersey
$704K +$704K +17,150 New
SC
57
Scotia Capital
Ontario, Canada
$593K +$160K +3,912 +37%
V
58
Veritable
Delaware
$576K +$300K +7,321 +109%
GLA
59
Great Lakes Advisors
Illinois
$563K +$15.9K +386 +3%
IP
60
Investment Partners
Ohio
$516K +$516K +12,523 New
WA
61
WFG Advisors
Texas
$495K +$116K +2,819 +31%
CCS
62
Crosspoint Capital Strategies
California
$457K +$457K +11,149 New
DAS
63
Dynamic Advisor Solutions
Arizona
$447K -$138K -3,363 -24%
JIP
64
Jaffetilchin Investment Partners
Florida
$381K +$20.5K +500 +6%
VKH
65
Virtu KCG Holdings
New York
$336K +$336K +8,172 New
BFEC
66
Benjamin F. Edwards & Company
Missouri
$335K +$11.5K +279 +4%
NFG
67
Next Financial Group
Texas
$333K +$333K +8,119 New
MC
68
Moors & Cabot
Massachusetts
$308K -$19.4K -474 -6%
WA
69
Waverly Advisors
Alabama
$308K – – –
RJT
70
Raymond James Trust
Florida
$303K – – –
US Bancorp
71
US Bancorp
Minnesota
$281K +$187K +4,542 +199%
CA
72
Cumberland Advisors
Florida
$271K +$122K +2,980 +82%
TRCT
73
Tower Research Capital (TRC)
New York
$260K -$53.8K -1,313 -17%
CAN
74
Cetera Advisor Networks
California
$249K -$48.7K -1,183 -16%
DWA
75
Dorsey Wright & Associates
California
$244K +$244K +5,932 New
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