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Invesco Dorsey Wright Momentum ETF

120 hedge funds and large institutions have $765M invested in Invesco Dorsey Wright Momentum ETF in 2017 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 43 increasing their positions, 45 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
120
Holders Change
+7
Holders Change %
+6.19%
% of All Funds
3%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.15%
New
16
Increased
43
Reduced
45
Closed
9
Calls
$861K
Puts
$227K
Net Calls
+$634K
Net Calls Change
+$338K
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$111M -$18.4M -393,878 -14%
Wells Fargo
2
Wells Fargo
California
$71M -$12.5M -266,244 -15%
MML Investors Services
3
MML Investors Services
Massachusetts
$59.1M +$59.1M +1,262,496 New
RJA
4
Raymond James & Associates
Florida
$40.6M -$4.19M -89,586 -9%
Bank of America
5
Bank of America
North Carolina
$40M +$10.2M +217,840 +34%
UBS Group
6
UBS Group
Switzerland
$39.4M -$3.01M -64,311 -7%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$34.9M +$238K +5,088 +0.7%
PFS
8
Prospera Financial Services
Texas
$31.8M +$950K +20,394 +3%
GA
9
Gateway Advisory
New Jersey
$29.3M -$37.5M -801,783 -56%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$26.3M -$1.27M -27,059 -5%
SG
11
Strid Group
Pennsylvania
$24.4M +$24.4M +521,930 New
NC
12
NewSquare Capital
Pennsylvania
$23.7M -$773K -17,583 -3%
SFI
13
SPC Financial Inc
Maryland
$21M -$864K -18,445 -4%
LPL Financial
14
LPL Financial
California
$18.6M +$526K +11,236 +3%
Ameriprise
15
Ameriprise
Minnesota
$18.5M +$2.77M +59,265 +18%
Wealth Enhancement Advisory Services
16
Wealth Enhancement Advisory Services
Minnesota
$12.8M +$143K +3,038 +1%
BTS
17
BB&T Securities
Virginia
$11.5M +$1.29M +27,591 +13%
AG
18
Advisor Group
Arizona
$10.9M +$1.62M +34,554 +18%
Carson Wealth (CWM LLC)
19
Carson Wealth (CWM LLC)
Nebraska
$9.59M +$64.1K +1,368 +0.7%
NA
20
NewEdge Advisors
Louisiana
$8.93M +$108K +2,299 +1%
Stifel Financial
21
Stifel Financial
Missouri
$8.75M +$298K +6,360 +4%
OPCM
22
Osborne Partners Capital Management
California
$8.68M -$183K -3,909 -2%
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$8.47M -$601K -12,845 -7%
Invesco
24
Invesco
Georgia
$7.57M +$1.55M +33,178 +26%
FAAS
25
First Allied Advisory Services
California
$7.06M -$128K -2,731 -2%