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Invesco Dorsey Wright Momentum ETF

115 hedge funds and large institutions have $850M invested in Invesco Dorsey Wright Momentum ETF in 2016 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 39 increasing their positions, 47 reducing their positions, and 11 closing their positions.

Holders
115
Holders Change
-2
Holders Change %
-1.71%
% of All Funds
2.88%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.18%
New
10
Increased
39
Reduced
47
Closed
11
Calls
$252K
Puts
Net Calls
+$252K
Net Calls Change
-$67K
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$133M 3,176,545 -413,669 -12%
Wells Fargo
2
Wells Fargo
California
$95.7M 2,278,851 -166,167 -7%
GA
3
Gateway Advisory
New Jersey
$61M 1,451,617 +852,818 +142%
SG
4
Strid Group
Pennsylvania
$48.4M 1,152,618 -13,090 -1%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$42.8M 1,019,497 +53,990 +6%
RJA
6
Raymond James & Associates
Florida
$41.3M 982,329 +7,008 +0.7%
UBS Group
7
UBS Group
Switzerland
$41.1M 979,455 +31,349 +3%
Bank of America
8
Bank of America
North Carolina
$37.7M 896,913 -147,589 -14%
MFS
9
MSI Financial Services
Massachusetts
$34.8M 829,376 +30,802 +4%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$33.5M 796,795 +6,272 +0.8%
PFS
11
Prospera Financial Services
Texas
$27.9M 658,985 -46,191 -7%
NC
12
NewSquare Capital
Pennsylvania
$24.3M 577,936 -105,126 -15%
Ameriprise
13
Ameriprise
Minnesota
$23.7M 562,943 +75,455 +15%
SFI
14
SPC Financial Inc
Maryland
$20.9M 497,117 +135,571 +37%
LPL Financial
15
LPL Financial
California
$17.8M 422,788 +56,664 +15%
Wealth Enhancement Advisory Services
16
Wealth Enhancement Advisory Services
Minnesota
$11.1M 263,534 -2,814 -1%
BTS
17
BB&T Securities
Virginia
$9.88M 233,042
Carson Wealth (CWM LLC)
18
Carson Wealth (CWM LLC)
Nebraska
$8.87M 211,175 -77,890 -27%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$8.57M 203,964 +20,746 +11%
AG
20
Advisor Group
Arizona
$8.38M 199,594 -84,034 -30%
Stifel Financial
21
Stifel Financial
Missouri
$8.21M 195,463 +60,575 +45%
NA
22
NewEdge Advisors
Louisiana
$8.16M 191,288 +2,064 +1%
OPCM
23
Osborne Partners Capital Management
California
$7.96M 189,626 -12,334 -6%
Invesco
24
Invesco
Georgia
$5.9M 140,359 -21,349 -13%
FAAS
25
First Allied Advisory Services
California
$4.97M 118,326 +1,441 +1%