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Invesco Dorsey Wright Momentum ETF
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Overview Fund Activity

124 hedge funds and large institutions have $1.26B invested in Invesco Dorsey Wright Momentum ETF in 2015 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 62 increasing their positions, 30 reducing their positions, and 11 closing their positions.

Holders
124
Holders Change
+6
Holders Change %
+5.08%
% of All Funds
3.26%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.18%
New
17
Increased
62
Reduced
30
Closed
11
Calls
$451K
Puts
–
Net Calls
+$451K
Net Calls Change
+$210K

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$191M
2
LPL Financial
2
LPL Financial
California
$74.3M
3
VanEck Associates
3
VanEck Associates
New York
$23.7M
4
Morgan Stanley
4
Morgan Stanley
New York
$228M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$52.8M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$2.99M
2
DWA
2
Dorsey Wright & Associates
California
$0
3
Jane Street
3
Jane Street
New York
$2.28M
4
VKH
4
Virtu KCG Holdings
New York
$0
5
OPCM
5
Osborne Partners Capital Management
California
$11.6M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$228M 5,508,118 +484,509 +10%
Wells Fargo
2
Wells Fargo
California
$191M 4,624,471 +1,116,986 +32%
UBS Group
3
UBS Group
Switzerland
$141M 3,415,514 +316,164 +10%
LPL Financial
4
LPL Financial
California
$74.3M 1,829,695 +1,006,854 +122%
Bank of America
5
Bank of America
North Carolina
$64.9M 1,569,581 +318,784 +25%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$52.8M 1,275,286 +338,531 +36%
SG
7
Strid Group
Pennsylvania
$52.3M 1,265,000 +1,265,000 New
RJA
8
Raymond James & Associates
Florida
$51M 1,231,658 +72,982 +6%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$47.4M 1,145,253 +206,033 +22%
PFS
10
Prospera Financial Services
Texas
$29.9M 722,692 +69,286 +11%
NC
11
NewSquare Capital
Pennsylvania
$26.2M 634,166 +49,935 +9%
Ameriprise
12
Ameriprise
Minnesota
$25.5M 615,842 +74,932 +14%
VanEck Associates
13
VanEck Associates
New York
$23.7M 571,831 +571,831 New
MFS
14
MSI Financial Services
Massachusetts
$16.1M 389,469 +9,965 +3%
BTS
15
BB&T Securities
Virginia
$14.2M 344,075 +51,620 +18%
AIG
16
American International Group
New York
$12.3M 298,268 +20,796 +7%
OPCM
17
Osborne Partners Capital Management
California
$11.6M 281,276 -22,358 -7%
Wealth Enhancement Advisory Services
18
Wealth Enhancement Advisory Services
Minnesota
$10.8M 261,982 -166 -0.1%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$10.5M 253,250 +17,115 +7%
Stifel Financial
20
Stifel Financial
Missouri
$9.83M 237,590 +10,655 +5%
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$8.88M 214,571 +17,820 +9%
NA
22
NewEdge Advisors
Louisiana
$8.35M 201,749 +2,770 +1%
BAAM
23
Baker Avenue Asset Management
California
$8.19M 198,060 +62,401 +46%
GA
24
Gateway Advisory
New Jersey
$8.15M 196,940 +189,420 +2,519%
VC
25
Vicus Capital
Pennsylvania
$8.02M 193,880 +6,567 +4%
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