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Invesco Dorsey Wright Momentum ETF

86 hedge funds and large institutions have $765M invested in Invesco Dorsey Wright Momentum ETF in 2014 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 33 increasing their positions, 38 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
86
Holders Change
-4
Holders Change %
-4.44%
% of All Funds
2.5%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
%
% of All Funds
0.09%
New
8
Increased
33
Reduced
38
Closed
12
Calls
$381K
Puts
Net Calls
+$381K
Net Calls Change
+$120K
Name Holding Trade Value Shares
Change
Shares
Change %
JFA
76
JNBA Financial Advisors
Minnesota
$197K +$197K +5,000 New
SG Americas Securities
77
SG Americas Securities
New York
$160K +$160K +4,078 New
CA
78
Cumberland Advisors
Florida
$142K +$142K +3,620 New
SFSIG
79
San Francisco Sentry Investment Group
California
$140K -$11.3K -287 -7%
FNBT
80
FineMark National Bank & Trust
Florida
$108K
US Bancorp
81
US Bancorp
Minnesota
$90K +$76.5K +1,944 +567%
JFGIW
82
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$80K +$80K +2,026 New
Northwestern Mutual Wealth Management
83
Northwestern Mutual Wealth Management
Wisconsin
$59K -$32.5K -825 -35%
DSC
84
Duncker Streett & Co
Missouri
$8K
RIA
85
Regal Investment Advisors
Michigan
$7K
BIM
86
BlackRock Investment Management
Delaware
$1K
Carson Wealth (CWM LLC)
87
Carson Wealth (CWM LLC)
Nebraska
-$7.76M -198,906 Closed
WA
88
WESPAC Advisors
California
-$1.18M -30,280 Closed
Goldman Sachs
89
Goldman Sachs
New York
-$861K -22,082 Closed
TH
90
Timber Hill
Connecticut
-$278K -7,136 Closed
Brown Advisory
91
Brown Advisory
Maryland
-$209K -5,352 Closed
PAS
92
Partnervest Advisory Services
California
-$189K -4,842 Closed
DWA
93
Dorsey Wright & Associates
California
-$188K -4,789 Closed
CCS
94
Crosspoint Capital Strategies
California
-$168K -4,285 Closed
FCCM
95
First City Capital Management
Georgia
-$160K -4,100 Closed
BRWA
96
B. Riley Wealth Advisors
Florida
-$65.4K -1,678 Closed
AP
97
Advisors Preferred
Maryland
-$42.6K -1,092 Closed
TAM
98
Tocqueville Asset Management
New York
-$3K -82 Closed