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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.

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 Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$158M 4,047,917 -373,703 -8%
Wells Fargo
2
Wells Fargo
California
$142M 3,640,407 -537,380 -13%
BTS
3
BB&T Securities
Virginia
$78.6M 201,471 -15,048 -7%
U
4
UBS
Switzerland
$57.2M 1,467,483 -177,119 -11%
Bank of America
5
Bank of America
North Carolina
$47.8M 1,225,506 -217,579 -15%
RJA
6
Raymond James & Associates
Florida
$28.5M 729,801 -32,657 -4%
LPL Financial
7
LPL Financial
California
$26.5M 679,737 -138,614 -17%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$21.3M 546,121 +1,360 +0.2%
OPCM
9
Osborne Partners Capital Management
California
$13.7M 351,391 -3,901 -1%
Ameriprise
10
Ameriprise
Minnesota
$11.4M 292,583 -1,739 -0.6%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$9.36M 239,883 -17,768 -7%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$8.91M 228,271 +1,367 +0.6%
AIG
13
American International Group
New York
$8.29M 212,483 +31,035 +17%
BAAM
14
Baker Avenue Asset Management
California
$8.13M 208,478 +8,870 +4%
FAAS
15
First Allied Advisory Services
California
$7.84M 200,840 +7,920 +4%
Carson Wealth (CWM LLC)
16
Carson Wealth (CWM LLC)
Nebraska
$7.76M 198,906 +27,167 +16%
PFS
17
Prospera Financial Services
Texas
$7.5M 192,367 +24,662 +15%
B
18
Baird
Wisconsin
$6.31M 161,708 +9,527 +6%
PAG
19
Private Advisor Group
New Jersey
$6.13M 157,206 +23,204 +17%
NC
20
NewSquare Capital
Pennsylvania
$6.01M 154,120 +63,925 +71%
William Blair & Company
21
William Blair & Company
Illinois
$4.33M 111,090 +31,950 +40%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$4.32M 110,644 +2,062 +2%
Deutsche Bank
23
Deutsche Bank
Germany
$4.17M 106,862 +1,425 +1%
SWP
24
Stratos Wealth Partners
Ohio
$3.6M 92,166 +92,166 New
Stifel Financial
25
Stifel Financial
Missouri
$3.48M 89,257 +3,383 +4%