PDP icon

Invesco Dorsey Wright Momentum ETF

153 hedge funds and large institutions have $897M invested in Invesco Dorsey Wright Momentum ETF in 2017 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 35 increasing their positions, 53 reducing their positions, and 8 closing their positions.

Holders
153
Holders Change
+27
Holders Change %
+21.43%
% of All Funds
3.47%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.2%
New
36
Increased
35
Reduced
53
Closed
8
Calls
$537K
Puts
Net Calls
+$537K
Net Calls Change
-$110K
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$106M 2,047,250 -205,034 -9%
GA
2
Gateway Advisory
New Jersey
$80.1M 1,550,600 +886,364 +133%
Wells Fargo
3
Wells Fargo
California
$73.2M 1,417,109 -42,527 -3%
RJA
4
Raymond James & Associates
Florida
$48.6M 942,026 -21,228 -2%
UBS Group
5
UBS Group
Switzerland
$47.7M 924,114 +76,028 +9%
MML Investors Services
6
MML Investors Services
Massachusetts
$42.7M 826,737 +2,157 +0.3%
Bank of America
7
Bank of America
North Carolina
$39.3M 761,324 -3,945 -0.5%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$37.8M 732,598 -10,732 -1%
PFS
9
Prospera Financial Services
Texas
$35M 667,234 -22,584 -3%
SG
10
Strid Group
Pennsylvania
$29.1M 564,372 +16,296 +3%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$28.5M 552,131 +6,562 +1%
NC
12
NewSquare Capital
Pennsylvania
$26.1M 505,447 -23,441 -4%
SFI
13
SPC Financial Inc
Maryland
$24.1M 466,292 +17,950 +4%
LPL Financial
14
LPL Financial
California
$24.1M 465,886 +64,648 +16%
CCS
15
Crosspoint Capital Strategies
California
$18.3M 35,460 -761 -2%
Ameriprise
16
Ameriprise
Minnesota
$17M 329,515 +13,394 +4%
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$16.9M 327,052 +60,691 +23%
QA
18
Quantitative Advantage
Minnesota
$15.1M 292,447 +292,447 New
BTS
19
BB&T Securities
Virginia
$14.8M 287,517 +23,629 +9%
Wealth Enhancement Advisory Services
20
Wealth Enhancement Advisory Services
Minnesota
$14.5M 270,113 -891 -0.3%
AG
21
Advisor Group
Arizona
$12.7M 246,426 +14,401 +6%
Carson Wealth (CWM LLC)
22
Carson Wealth (CWM LLC)
Nebraska
$10.5M 203,359 +8,397 +4%
NA
23
NewEdge Advisors
Louisiana
$10.2M 192,599 -260 -0.1%
FAAS
24
First Allied Advisory Services
California
$9.51M 183,944 -9,362 -5%
Stifel Financial
25
Stifel Financial
Missouri
$8.46M 163,872 -9,216 -5%