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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 %
KA
76
Kovack Advisors
Florida
$239K +$16.4K +400 +7%
RFC
77
Regions Financial Corp
Alabama
$221K +$221K +5,371 New
NL
78
NWAM LLC
Washington
$217K -$9.66K -235 -4%
M&T Bank
79
M&T Bank
New York
$217K – – –
WS
80
Wedbush Securities
California
$216K +$216K +5,250 New
SI
81
SII Investments
Wisconsin
$208K -$7.04K -173 -3%
Creative Planning
82
Creative Planning
Kansas
$206K – – –
MIAN
83
Mariner Independent Advisor Network
Kansas
$206K +$206K +5,011 New
DC
84
Davenport & Co
Virginia
$205K +$205K +4,995 New
JFA
85
JNBA Financial Advisors
Minnesota
$205K – – –
Northwestern Mutual Wealth Management
86
Northwestern Mutual Wealth Management
Wisconsin
$154K +$92.4K +2,253 +150%
FCCM
87
First City Capital Management
Georgia
$138K +$138K +3,350 New
ASN
88
Advisory Services Network
Georgia
$126K +$126K +3,086 New
NES
89
New England Securities
New York
$118K -$114K -2,766 -49%
FNBT
90
FineMark National Bank & Trust
Florida
$113K – – –
JFGIW
91
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$83K – – –
RC
92
RegentAtlantic Capital
New Jersey
$21.8K +$21.8K +532 New
MCM
93
MV Capital Management
Maryland
$20K +$20K +480 New
PMFA
94
Plante Moran Financial Advisors
Michigan
$13K +$13K +327 New
RIA
95
Regal Investment Advisors
Michigan
$8K – – –
DSC
96
Duncker Streett & Co
Missouri
$8K – – –
CFA
97
Carroll Financial Associates
North Carolina
$8K +$8K +200 New
BIM
98
BlackRock Investment Management
Delaware
$1K – – –
BRWA
99
B. Riley Wealth Advisors
Florida
$139 +$139 +3,382 New
VF
100
Virtu Financial
New York
– -$1.32M -33,467 Closed
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5