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Invesco Dorsey Wright Momentum ETF
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Overview Fund Activity

118 hedge funds and large institutions have $997M invested in Invesco Dorsey Wright Momentum ETF in 2015 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 55 increasing their positions, 27 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
118
Holders Change
+10
Holders Change %
+9.26%
% of All Funds
3.3%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.14%
New
20
Increased
55
Reduced
27
Closed
9
Calls
$241K
Puts
–
Net Calls
+$241K
Net Calls Change
+$241K

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$125M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$37.6M
3
Goldman Sachs
3
Goldman Sachs
New York
$23.9M
4
RJA
4
Raymond James & Associates
Florida
$46.6M
5
Jane Street
5
Jane Street
New York
$7.83M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$141M
2
Morgan Stanley
2
Morgan Stanley
New York
$202M
3
BAAM
3
Baker Avenue Asset Management
California
$5.45M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$9.49M
5
LTFS
5
Ladenburg Thalmann Financial Services
Florida
$1.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Koshinski Asset Management
51
Koshinski Asset Management
Illinois
$1.46M +$51.7K +1,200 +4%
Citigroup
52
Citigroup
New York
$1.46M +$250K +6,218 +21%
CWM
53
Cabot Wealth Management
Massachusetts
$1.42M +$1.42M +35,360 New
IP
54
Investment Partners
Ohio
$1.41M +$145K +3,606 +11%
SFI
55
SPC Financial Inc
Maryland
$1.34M +$1.34M +33,310 New
SPC
56
Sigma Planning Corp
Michigan
$1.33M -$41.8K -1,041 -3%
DAS
57
Dynamic Advisor Solutions
Arizona
$1.17M +$530K +13,182 +82%
HFS
58
HL Financial Services
Kentucky
$1.02M +$81K +2,017 +9%
Bank of Montreal
59
Bank of Montreal
Ontario, Canada
$1.02M -$44.3K -1,102 -4%
ICAS
60
Investors Capital Advisory Services
Massachusetts
$965K +$268K +6,677 +38%
Susquehanna International Group
61
Susquehanna International Group
Pennsylvania
$863K +$53.6K +1,334 +7%
ACI
62
Alpha Cubed Investments
California
$860K +$4.28K +100 +0.5%
VF
63
Virtu Financial
New York
$839K +$839K +20,886 New
VFA
64
Voya Financial Advisors
Connecticut
$724K +$116K +2,946 +19%
RFC
65
Regions Financial Corp
Alabama
$696K +$696K +17,331 New
BAS
66
Brown Advisory Securities
Maryland
$655K -$205K -5,100 -24%
SC
67
Scotia Capital
Ontario, Canada
$577K +$242 +6 +0%
GLA
68
Great Lakes Advisors
Illinois
$569K +$2.13K +53 +0.4%
V
69
Veritable
Delaware
$564K – – –
WA
70
WESPAC Advisors
California
$501K -$745K -18,546 -60%
WA
71
WFG Advisors
Texas
$446K -$32.2K -801 -7%
PNC Financial Services Group
72
PNC Financial Services Group
Pennsylvania
$436K +$115K +2,872 +36%
BF
73
BOK Financial
Oklahoma
$433K – – –
TFA
74
Transamerica Financial Advisors
Florida
$433K +$223K +5,541 +106%
KA
75
Kovack Advisors
Florida
$401K +$20.1K +500 +5%
1 2
3
4 5