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Invesco Dorsey Wright Momentum ETF

90 hedge funds and large institutions have $735M invested in Invesco Dorsey Wright Momentum ETF in 2014 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 39 increasing their positions, 31 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
90
Holders Change
+4
Holders Change %
+4.65%
% of All Funds
2.59%
Holding in Top 10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-100%
% of All Funds
New
11
Increased
39
Reduced
31
Closed
7
Calls
$261K
Puts
Net Calls
+$261K
Net Calls Change
-$52K
Name Holding Trade Value Shares
Change
Shares
Change %
PAS
76
Partnervest Advisory Services
California
$189K +$3.28K +84 +2%
DWA
77
Dorsey Wright & Associates
California
$188K +$33.5K +854 +22%
CCS
78
Crosspoint Capital Strategies
California
$168K +$7.33K +187 +5%
FCCM
79
First City Capital Management
Georgia
$160K
SFSIG
80
San Francisco Sentry Investment Group
California
$151K +$5.21K +133 +4%
FNBT
81
FineMark National Bank & Trust
Florida
$107K +$77.8K +2,000 +267%
Northwestern Mutual Wealth Management
82
Northwestern Mutual Wealth Management
Wisconsin
$91K +$91K +2,325 New
Creative Planning
83
Creative Planning
Kansas
$71K -$49.4K -1,267 -41%
BRWA
84
B. Riley Wealth Advisors
Florida
$65.4K +$65.4K +1,678 New
AP
85
Advisors Preferred
Maryland
$42.6K -$1.96M -50,225 -98%
US Bancorp
86
US Bancorp
Minnesota
$13K +$13K +343 New
DSC
87
Duncker Streett & Co
Missouri
$8K
RIA
88
Regal Investment Advisors
Michigan
$7K
TAM
89
Tocqueville Asset Management
New York
$3K +$3K +82 New
BIM
90
BlackRock Investment Management
Delaware
$1K
AGA
91
Accuvest Global Advisors
Utah
-$12.5M -336,030 Closed
CIBC World Market
92
CIBC World Market
Ontario, Canada
-$3.8M -102,105 Closed
MCC
93
Mid Continent Capital
Illinois
-$1.96M -52,540 Closed
TCM
94
Tuttle Capital Management
Connecticut
-$278K -7,489 Closed
PCM
95
Princeton Capital Management
New Jersey
-$268K -7,190 Closed
LFG
96
LifePlan Financial Group
Ohio
-$11K -302 Closed
TWA
97
TCI Wealth Advisors
Arizona
-$3K -68 Closed