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Invesco Dorsey Wright Momentum ETF
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Overview Fund Activity

86 hedge funds and large institutions have $774M invested in Invesco Dorsey Wright Momentum ETF in 2014 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 39 increasing their positions, 18 reducing their positions, and 3 closing their positions.

Holders
86
Holders Change
+17
Holders Change %
+24.64%
% of All Funds
2.49%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.09%
New
20
Increased
39
Reduced
18
Closed
3
Calls
$313K
Puts
–
Net Calls
+$313K
Net Calls Change
-$149K

Top Buyers

1
AGA
1
Accuvest Global Advisors
Utah
$12.5M
2
U
2
UBS
Switzerland
$61.3M
3
FAAS
3
First Allied Advisory Services
California
$7.2M
4
NC
4
NewSquare Capital
Pennsylvania
$3.36M
5
BAAM
5
Baker Avenue Asset Management
California
$7.44M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$156M
2
BTS
2
BB&T Securities
Virginia
$80.7M
3
PAG
3
Private Advisor Group
New Jersey
$4.99M
4
WA
4
WESPAC Advisors
California
$0
5
LTFS
5
Ladenburg Thalmann Financial Services
Florida
$1.82M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$165M 4,421,620 -9,934 -0.2%
Wells Fargo
2
Wells Fargo
California
$156M 4,177,787 -605,432 -13%
BTS
3
BB&T Securities
Virginia
$80.7M 216,519 -16,996 -7%
U
4
UBS
Switzerland
$61.3M 1,644,602 +201,086 +14%
Bank of America
5
Bank of America
North Carolina
$53.8M 1,443,085 +47,828 +3%
LPL Financial
6
LPL Financial
California
$30.5M 818,351 +10,023 +1%
RJA
7
Raymond James & Associates
Florida
$28.4M 762,458 -9,388 -1%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$20.3M 544,761 +58,614 +12%
OPCM
9
Osborne Partners Capital Management
California
$13.2M 355,292 -2,855 -0.8%
AGA
10
Accuvest Global Advisors
Utah
$12.5M 336,030 +336,030 New
Ameriprise
11
Ameriprise
Minnesota
$11M 294,322 +16,557 +6%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$9.6M 257,651 +6,616 +3%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$8.45M 226,904 +1,709 +0.8%
BAAM
14
Baker Avenue Asset Management
California
$7.44M 199,608 +86,669 +77%
FAAS
15
First Allied Advisory Services
California
$7.2M 192,920 +161,720 +518%
AIG
16
American International Group
New York
$6.76M 181,448 +7,889 +5%
Carson Wealth (CWM LLC)
17
Carson Wealth (CWM LLC)
Nebraska
$6.4M 171,739 +39,824 +30%
PFS
18
Prospera Financial Services
Texas
$5.95M 167,705 +34,189 +26%
B
19
Baird
Wisconsin
$5.67M 152,181 -13,528 -8%
PAG
20
Private Advisor Group
New Jersey
$4.99M 134,002 -72,256 -35%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$4.05M 108,582 +21,676 +25%
JPMorgan Chase & Co
22
JPMorgan Chase & Co
New York
$3.96M 106,321 +44,523 +72%
Deutsche Bank
23
Deutsche Bank
Germany
$3.93M 105,437 -9,518 -8%
CIBC World Market
24
CIBC World Market
Ontario, Canada
$3.8M 102,105 +6,726 +7%
NC
25
NewSquare Capital
Pennsylvania
$3.36M 90,195 +86,875 +2,617%
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