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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.

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 Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$204M 4,975,561 +733,171 +17%
Wells Fargo
2
Wells Fargo
California
$166M 4,042,600 +665,300 +20%
BTS
3
BB&T Securities
Virginia
$122M 296,609 +72,432 +32%
UBS Group
4
UBS Group
Switzerland
$89.4M 2,177,409 +2,177,409 New
Bank of America
5
Bank of America
North Carolina
$49.5M 1,205,276 +18,343 +2%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$32M 778,522 +244,675 +46%
RJA
7
Raymond James & Associates
Florida
$31.2M 758,881 +32,033 +4%
LPL Financial
8
LPL Financial
California
$27.5M 668,694 +3,560 +0.5%
Ameriprise
9
Ameriprise
Minnesota
$21.1M 516,146 +128,240 +33%
OPCM
10
Osborne Partners Capital Management
California
$15.3M 373,506 +726 +0.2%
SWP
11
Stratos Wealth Partners
Ohio
$13.5M 328,914 -133,911 -29%
PFS
12
Prospera Financial Services
Texas
$13M 316,716 +98,862 +45%
NC
13
NewSquare Capital
Pennsylvania
$12.3M 298,914 +84,945 +40%
AIG
14
American International Group
New York
$11.5M 279,326 +51,634 +23%
Wealth Enhancement Advisory Services
15
Wealth Enhancement Advisory Services
Minnesota
$10.6M 258,675 +258,675 New
RJFSA
16
Raymond James Financial Services Advisors
Florida
$10.2M 248,355 +19,549 +9%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$9.45M 230,240 +6,508 +3%
NA
18
NewEdge Advisors
Louisiana
$7.77M 189,240 +189,240 New
BAAM
19
Baker Avenue Asset Management
California
$7.29M 177,631 -30,101 -14%
B
20
Baird
Wisconsin
$7.25M 176,480 +9,698 +6%
Stifel Financial
21
Stifel Financial
Missouri
$7.06M 171,846 +38,820 +29%
HF
22
Hoxton Financial
West Virginia
$6.49M 157,998 +71,491 +83%
MFS
23
MSI Financial Services
Massachusetts
$4.93M 120,145 +36,484 +44%
SI
24
Stephens Inc
Arkansas
$4.74M 115,540 +38,020 +49%
Deutsche Bank
25
Deutsche Bank
Germany
$4.73M 115,267 +18,754 +19%
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