PDP icon

Invesco Dorsey Wright Momentum ETF

113 hedge funds and large institutions have $710M invested in Invesco Dorsey Wright Momentum ETF in 2017 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 20 increasing their positions, 61 reducing their positions, and 10 closing their positions.

Holders
113
Holders Change
-2
Holders Change %
-1.74%
% of All Funds
2.82%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.12%
New
10
Increased
20
Reduced
61
Closed
10
Calls
$299K
Puts
$3K
Net Calls
+$296K
Net Calls Change
+$44K
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$125M 2,768,179 -408,366 -13%
Wells Fargo
2
Wells Fargo
California
$80.8M 1,783,275 -495,576 -22%
GA
3
Gateway Advisory
New Jersey
$63.9M 1,428,585 -23,032 -2%
RJA
4
Raymond James & Associates
Florida
$43.4M 957,383 -24,946 -3%
UBS Group
5
UBS Group
Switzerland
$41.1M 906,507 -72,948 -7%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$33.5M 739,632 -279,865 -27%
PFS
7
Prospera Financial Services
Texas
$29.6M 661,320 +2,335 +0.4%
Bank of America
8
Bank of America
North Carolina
$28.8M 635,709 -261,204 -29%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$26.7M 588,586 -208,209 -26%
NC
10
NewSquare Capital
Pennsylvania
$25.2M 556,683 -21,253 -4%
SFI
11
SPC Financial Inc
Maryland
$21.1M 466,697 -30,420 -6%
LPL Financial
12
LPL Financial
California
$17.4M 385,226 -37,562 -9%
Ameriprise
13
Ameriprise
Minnesota
$15.2M 335,148 -227,795 -40%
Wealth Enhancement Advisory Services
14
Wealth Enhancement Advisory Services
Minnesota
$12.1M 268,097 +4,563 +2%
BTS
15
BB&T Securities
Virginia
$9.83M 216,979 -16,063 -7%
Carson Wealth (CWM LLC)
16
Carson Wealth (CWM LLC)
Nebraska
$9.21M 203,344 -7,831 -4%
AG
17
Advisor Group
Arizona
$8.94M 197,422 -2,172 -1%
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$8.77M 193,718 -10,246 -5%
OPCM
19
Osborne Partners Capital Management
California
$8.57M 189,230 -396 -0.2%
NA
20
NewEdge Advisors
Louisiana
$8.39M 187,323 -3,965 -2%
Stifel Financial
21
Stifel Financial
Missouri
$8.19M 180,733 -14,730 -8%
FAAS
22
First Allied Advisory Services
California
$6.91M 152,994 +34,668 +29%
Invesco
23
Invesco
Georgia
$5.82M 128,435 -11,924 -8%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$5.32M 117,401 +20 +0%
DADC
25
D.A. Davidson & Co
Montana
$3.84M 84,740 -25,063 -23%