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Invesco Dorsey Wright Momentum ETF

125 hedge funds and large institutions have $847M invested in Invesco Dorsey Wright Momentum ETF in 2016 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 23 increasing their positions, 73 reducing their positions, and 13 closing their positions.

Holders
125
Holders Change
+1
Holders Change %
+0.81%
% of All Funds
3.34%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.13%
New
14
Increased
23
Reduced
73
Closed
13
Calls
$400K
Puts
Net Calls
+$400K
Net Calls Change
-$51K
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$162M 3,983,232 -1,524,886 -28%
Wells Fargo
2
Wells Fargo
California
$119M 2,925,163 -1,699,308 -37%
UBS Group
3
UBS Group
Switzerland
$59.4M 1,455,765 -1,959,749 -57%
Bank of America
4
Bank of America
North Carolina
$51.4M 1,260,022 -309,559 -20%
SG
5
Strid Group
Pennsylvania
$50.2M 1,230,036 -34,964 -3%
LPL Financial
6
LPL Financial
California
$42.9M 1,061,211 -768,484 -42%
GA
7
Gateway Advisory
New Jersey
$39.4M 965,486 +768,546 +390%
RJA
8
Raymond James & Associates
Florida
$37.9M 929,251 -302,407 -25%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$36.2M 888,648 -386,638 -30%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$32.1M 788,353 -356,900 -31%
Wealth Enhancement Advisory Services
11
Wealth Enhancement Advisory Services
Minnesota
$10.8M 265,744 +3,762 +1%
BTS
12
BB&T Securities
Virginia
$10.7M 261,838 -82,237 -24%
OPCM
13
Osborne Partners Capital Management
California
$10.6M 260,168 -21,108 -8%
AIG
14
American International Group
New York
$10.4M 256,144 -42,124 -14%
Goldman Sachs
15
Goldman Sachs
New York
$10.3M 251,446 +179,160 +248%
Ameriprise
16
Ameriprise
Minnesota
$9.88M 242,260 -373,582 -61%
PFS
17
Prospera Financial Services
Texas
$9.06M 222,216 -500,476 -69%
NA
18
NewEdge Advisors
Louisiana
$7.66M 187,835 -13,914 -7%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$7.56M 185,471 -29,100 -14%
BAAM
20
Baker Avenue Asset Management
California
$7.2M 176,429 -21,631 -11%
HF
21
Hoxton Financial
West Virginia
$6.66M 163,323 -3,455 -2%
Bank of Montreal
22
Bank of Montreal
Ontario, Canada
$6.59M 161,544 +151,441 +1,499%
Stifel Financial
23
Stifel Financial
Missouri
$6.2M 152,097 -85,493 -36%
MFS
24
MSI Financial Services
Massachusetts
$5.84M 143,102 -246,367 -63%
SFI
25
SPC Financial Inc
Maryland
$5.7M 139,880 +87,245 +166%