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Invesco Dorsey Wright Financial Momentum ETF

23 hedge funds and large institutions have $18.2M invested in Invesco Dorsey Wright Financial Momentum ETF in 2014 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 5 increasing their positions, 4 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
23
Holders Change
+5
Holders Change %
+27.78%
% of All Funds
0.61%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
5
Reduced
4
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$4.08M +$825K +26,818 +25%
SAM
2
SignalPoint Asset Management
Missouri
$2.82M -$295K -9,604 -9%
Morgan Stanley
3
Morgan Stanley
New York
$2.74M +$1.51M +49,090 +123%
UBS Group
4
UBS Group
Switzerland
$1.88M +$1.88M +61,013 New
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$1.46M -$417K -13,566 -22%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$1.45M +$922K +29,968 +176%
Jane Street
7
Jane Street
New York
$1.06M +$522K +16,985 +97%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$641K +$50.4K +1,639 +9%
VKH
9
Virtu KCG Holdings
New York
$620K +$620K +20,156 New
Fisher Asset Management
10
Fisher Asset Management
Washington
$357K
LPL Financial
11
LPL Financial
California
$341K -$10.2K -333 -3%
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$266K +$266K +8,651 New
AIG
13
American International Group
New York
$218K +$218K +7,075 New
Wells Fargo
14
Wells Fargo
California
$94K -$18.1K -589 -16%
LTFS
15
Ladenburg Thalmann Financial Services
Florida
$93K
GT
16
Glenmede Trust
Pennsylvania
$65K
JFGIW
17
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$17K +$17K +548 New
Citigroup
18
Citigroup
New York
$15K
MFS
19
MSI Financial Services
Massachusetts
$9K
RIA
20
Regal Investment Advisors
Michigan
$3K
Deutsche Bank
21
Deutsche Bank
Germany
$2K +$2K +83 New
BRWA
22
B. Riley Wealth Advisors
Florida
$31 +$31 +1,000 New
Ameriprise
23
Ameriprise
Minnesota
-$14K -477 Closed
PAG
24
Private Advisor Group
New Jersey
-$4K -123 Closed