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Invesco Dorsey Wright Consumer Cyclicals Momentum ETF
PEZ

Overview Fund Activity

34 hedge funds and large institutions have $55.4M invested in Invesco Dorsey Wright Consumer Cyclicals Momentum ETF in 2015 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 15 increasing their positions, 5 reducing their positions, and 5 closing their positions.

Holders
34
Holders Change
+5
Holders Change %
+17.24%
% of All Funds
0.91%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
10
Increased
15
Reduced
5
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$10.6M
2
Morgan Stanley
2
Morgan Stanley
New York
$11.1M
3
RJA
3
Raymond James & Associates
Florida
$3.4M
4
Jane Street
4
Jane Street
New York
$1.51M
5
UBS Group
5
UBS Group
Switzerland
$4.93M

Top Sellers

1
SAM
1
SignalPoint Asset Management
Missouri
$876K
2
Bank of America
2
Bank of America
North Carolina
$2.2M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$0
4
PHS
4
Pekin Hardy Strauss
Illinois
$0
5
HighTower Advisors
5
HighTower Advisors
Illinois
$1.19M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$11.1M 233,413 +57,066 +32%
Wells Fargo
2
Wells Fargo
California
$10.6M 224,536 +115,279 +106%
UBS Group
3
UBS Group
Switzerland
$4.93M 104,003 +29,467 +40%
BTS
4
BB&T Securities
Virginia
$4.76M 10,040 +243 +2%
RJA
5
Raymond James & Associates
Florida
$3.4M 71,662 +47,582 +198%
Goldman Sachs
6
Goldman Sachs
New York
$2.68M 56,477 – –
Bank of America
7
Bank of America
North Carolina
$2.2M 46,319 -21,561 -32%
LPL Financial
8
LPL Financial
California
$1.75M 37,295 +12,283 +49%
Jane Street
9
Jane Street
New York
$1.51M 31,892 +31,892 New
B
10
Baird
Wisconsin
$1.45M 30,610 +6,166 +25%
Ameriprise
11
Ameriprise
Minnesota
$1.44M 30,604 +13,167 +76%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$1.39M 29,353 +6,541 +29%
CAN
13
Cetera Advisor Networks
California
$1.25M 26,377 +10,290 +64%
Stifel Financial
14
Stifel Financial
Missouri
$1.2M 25,391 +5,081 +25%
HighTower Advisors
15
HighTower Advisors
Illinois
$1.19M 25,077 -6,081 -20%
Citadel Advisors
16
Citadel Advisors
Florida
$888K 18,736 +18,736 New
SAM
17
SignalPoint Asset Management
Missouri
$876K 18,477 -88,723 -83%
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$868K 18,300 +3,738 +26%
WA
19
WESPAC Advisors
California
$459K 9,679 +1,076 +13%
SI
20
SII Investments
Wisconsin
$263K 5,539 +5,539 New
MFS
21
MSI Financial Services
Massachusetts
$250K 5,273 +150 +3%
FAAS
22
First Allied Advisory Services
California
$227K 4,760 +4,760 New
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$160K 3,375 -700 -17%
IP
24
Investment Partners
Ohio
$140K 2,976 +2,976 New
AIM
25
Advantage Investment Management
Iowa
$118K 2,497 +2,497 New
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