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Invesco Dorsey Wright Momentum ETF

107 hedge funds and large institutions have $1.13B invested in Invesco Dorsey Wright Momentum ETF in 2015 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 52 increasing their positions, 29 reducing their positions, and 11 closing their positions.

Holders
107
Holders Change
+7
Holders Change %
+7%
% of All Funds
2.85%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.21%
New
19
Increased
52
Reduced
29
Closed
11
Calls
Puts
$226K
Net Calls
-$226K
Net Calls Change
-$476K
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$244M 5,624,404 +648,843 +13%
Wells Fargo
2
Wells Fargo
California
$183M 4,223,925 +181,325 +4%
BTS
3
BB&T Securities
Virginia
$130M 298,749 +2,140 +0.7%
UBS Group
4
UBS Group
Switzerland
$120M 2,758,641 +581,232 +27%
Bank of America
5
Bank of America
North Carolina
$49.1M 1,131,441 -73,835 -6%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$38.2M 879,757 +101,235 +13%
LPL Financial
7
LPL Financial
California
$35.9M 832,769 +164,075 +25%
RJA
8
Raymond James & Associates
Florida
$35.4M 814,083 +55,202 +7%
Ameriprise
9
Ameriprise
Minnesota
$24.6M 565,147 +49,001 +9%
NC
10
NewSquare Capital
Pennsylvania
$18M 414,982 +116,068 +39%
SWP
11
Stratos Wealth Partners
Ohio
$18M 414,080 +85,166 +26%
PFS
12
Prospera Financial Services
Texas
$17.3M 399,410 +82,694 +26%
OPCM
13
Osborne Partners Capital Management
California
$13.9M 319,645 -53,861 -14%
BAAM
14
Baker Avenue Asset Management
California
$12.3M 282,342 +104,711 +59%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$12.1M 277,999 +47,759 +21%
Wealth Enhancement Advisory Services
16
Wealth Enhancement Advisory Services
Minnesota
$11.2M 258,180 -495 -0.2%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$11M 252,706 +4,351 +2%
AIG
18
American International Group
New York
$10.8M 248,711 -30,615 -11%
MFS
19
MSI Financial Services
Massachusetts
$10.2M 234,894 +114,749 +96%
Jane Street
20
Jane Street
New York
$10.2M 234,010 +234,010 New
Stifel Financial
21
Stifel Financial
Missouri
$8.66M 199,405 +27,559 +16%
NA
22
NewEdge Advisors
Louisiana
$8.5M 195,804 +6,564 +3%
HF
23
Hoxton Financial
West Virginia
$7.34M 169,068 +11,070 +7%
B
24
Baird
Wisconsin
$7.13M 164,082 -12,398 -7%
SG Americas Securities
25
SG Americas Securities
New York
$6.53M 150,418 +150,418 New