PRN icon

Invesco Dorsey Wright Industrials Momentum ETF
PRN

Overview Fund Activity

36 hedge funds and large institutions have $72.3M invested in Invesco Dorsey Wright Industrials Momentum ETF in 2015 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 16 increasing their positions, 4 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
36
Holders Change
+1
Holders Change %
+2.86%
% of All Funds
0.97%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
16
Reduced
4
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJA
Raymond James & Associates
Florida
$10.4M
2
Morgan Stanley
Morgan Stanley
New York
$14.4M
3
TFA
Transamerica Financial Advisors
Florida
$4.43M
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$2.42M
5
Wells Fargo
Wells Fargo
California
$9.07M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$7.41M
2
AIG
American International Group
New York
$171K
3
Jane Street
Jane Street
New York
$0
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
5
FAAS
First Allied Advisory Services
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$14.4M +$5.41M +116,927 +60%
RJA
2
Raymond James & Associates
Florida
$10.4M +$8.12M +175,356 +357%
Wells Fargo
3
Wells Fargo
California
$9.07M +$1.27M +27,463 +16%
Bank of America
4
Bank of America
North Carolina
$7.41M -$2.45M -52,987 -25%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$7.27M +$294K +6,338 +4%
TFA
6
Transamerica Financial Advisors
Florida
$4.43M +$4.37M +94,258 +6,443%
UBS Group
7
UBS Group
Switzerland
$3.73M +$121K +2,613 +3%
Janney Montgomery Scott
8
Janney Montgomery Scott
Pennsylvania
$2.42M +$1.85M +39,879 +320%
Ameriprise
9
Ameriprise
Minnesota
$1.99M +$651K +14,051 +49%
LPL Financial
10
LPL Financial
California
$1.64M +$221K +4,799 +16%
CAN
11
Cetera Advisor Networks
California
$1.18M – – –
Stifel Financial
12
Stifel Financial
Missouri
$1.13M +$33K +712 +3%
PAG
13
Private Advisor Group
New Jersey
$807K +$807K +17,428 New
Baird Financial Group
14
Baird Financial Group
Wisconsin
$722K +$722K +15,592 New
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$720K +$720K +15,554 New
SHA
16
Smith Hayes Advisers
Nebraska
$712K +$712K +15,380 New
JPMPWA
17
J.P. Morgan Private Wealth Advisors
California
$604K -$43.5K -940 -7%
SAM
18
SignalPoint Asset Management
Missouri
$601K – – –
WA
19
WESPAC Advisors
California
$456K +$35.4K +764 +8%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$385K +$40.2K +867 +12%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$359K -$20.2K -436 -5%
WA
22
WFG Advisors
Texas
$314K +$146K +3,153 +87%
JFA
23
JNBA Financial Advisors
Minnesota
$312K – – –
RJT
24
Raymond James Trust
Florida
$269K +$269K +5,795 New
MFS
25
MSI Financial Services
Massachusetts
$198K +$177K +3,816 +839%
1
2