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Invesco Dorsey Wright Developed Markets Momentum ETF
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Overview Fund Activity

66 hedge funds and large institutions have $255M invested in Invesco Dorsey Wright Developed Markets Momentum ETF in 2015 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 31 increasing their positions, 14 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
66
Holders Change
+7
Holders Change %
+11.86%
% of All Funds
1.78%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
15
Increased
31
Reduced
14
Closed
6
Calls
$234K
Puts
$10.4M
Net Calls
-$10.2M
Net Calls Change
+$1.8M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$59.9M
2
Wells Fargo
2
Wells Fargo
California
$36M
3
LFG
3
LifePlan Financial Group
Ohio
$5.71M
4
AIG
4
American International Group
New York
$5.08M
5
SFI
5
SPC Financial Inc
Maryland
$4.08M

Top Sellers

1
Creative Planning
1
Creative Planning
Kansas
$0
2
SWP
2
Stratos Wealth Partners
Ohio
$0
3
CA
3
Cumberland Advisors
Florida
$0
4
NPC
4
National Planning Corporation
California
$663K
5
Stifel Financial
5
Stifel Financial
Missouri
$1.31M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
51
Concert Wealth Management
California
$251K +$251K +10,496 New
FAT
52
First American Trust
California
$206K -$9.68K -405 -4%
LTFS
53
Ladenburg Thalmann Financial Services
Florida
$167K -$41.5K -1,703 -20%
US Bancorp
54
US Bancorp
Minnesota
$112K -$480 -20 -0.4%
GWM
55
Gupta Wealth Management
California
$90K +$14.4K +604 +19%
Bank of Montreal
56
Bank of Montreal
Ontario, Canada
$35K -$14.1K -592 -29%
WCM
57
Wealthcare Capital Management
Virginia
$26K -$238K -10,146 -90%
WEC
58
Winslow Evans & Crocker
Massachusetts
$23.9K – – –
NFG
59
Next Financial Group
Texas
$19K – – –
GT
60
Glenmede Trust
Pennsylvania
$19K – – –
BFEC
61
Benjamin F. Edwards & Company
Missouri
$11K – – –
BRWM
62
B. Riley Wealth Management
Tennessee
$10K -$1.12K -49 -10%
BBHC
63
Brown Brothers Harriman & Co
New York
$10K +$10K +400 New
CB
64
Community Bank
New York
$5K – – –
CTC
65
Central Trust Company
Missouri
$3K +$3K +110 New
FAAM
66
First Allied Asset Management
California
– -$1.65M -66,525 Closed
Creative Planning
67
Creative Planning
Kansas
– -$810K -32,553 Closed
SWP
68
Stratos Wealth Partners
Ohio
– -$525K -21,143 Closed
CA
69
Cumberland Advisors
Florida
– -$524K -21,050 Closed
SPC
70
Sigma Planning Corp
Michigan
– -$272K -10,934 Closed
Manulife (Manufacturers Life Insurance)
71
Manulife (Manufacturers Life Insurance)
Ontario, Canada
– -$1 -28 Closed
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