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Invesco Dorsey Wright Technology Momentum ETF
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Overview Fund Activity

48 hedge funds and large institutions have $99.4M invested in Invesco Dorsey Wright Technology Momentum ETF in 2015 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 14 increasing their positions, 5 reducing their positions, and 3 closing their positions.

Holders
48
Holders Change
+13
Holders Change %
+37.14%
% of All Funds
1.29%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
16
Increased
14
Reduced
5
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$22M
2
Wells Fargo
2
Wells Fargo
California
$11.6M
3
RJA
3
Raymond James & Associates
Florida
$12.7M
4
TFA
4
Transamerica Financial Advisors
Florida
$4.74M
5
UBS Group
5
UBS Group
Switzerland
$6.07M

Top Sellers

1
AIG
1
American International Group
New York
$120K
2
Bank of America
2
Bank of America
North Carolina
$5.35M
3
MAA
3
Managed Account Advisors
New Jersey
$74K
4
PCM
4
Parsons Capital Management
Rhode Island
$0
5
IP
5
Investment Partners
Ohio
$0
Name Market Value Shares Shares
Change 		Shares
Change %
HF
26
HRT Financial
New York
$658K 15,500 +15,500 New
SAM
27
SignalPoint Asset Management
Missouri
$574K 13,961 – –
AW
28
ACG Wealth
Georgia
$524K 12,330 – –
MFS
29
MSI Financial Services
Massachusetts
$524K 12,319 +1,928 +19%
RJFSA
30
Raymond James Financial Services Advisors
Florida
$476K 11,200 +11,200 New
FAAS
31
First Allied Advisory Services
California
$359K 8,377 +8,377 New
LTFS
32
Ladenburg Thalmann Financial Services
Florida
$239K 5,622 +1,445 +35%
GT
33
Glenmede Trust
Pennsylvania
$166K 3,908 – –
WA
34
WFG Advisors
Texas
$162K 3,814 +3,814 New
AIM
35
Advantage Investment Management
Iowa
$160K 3,752 +3,752 New
AIG
36
American International Group
New York
$120K 2,819 -79,320 -97%
GWM
37
Gupta Wealth Management
California
$98K 2,300 – –
CFA
38
Carroll Financial Associates
North Carolina
$84K 1,980 – –
MAA
39
Managed Account Advisors
New Jersey
$74K 1,737 -1,807 -51%
AF
40
Allworth Financial
California
$74K 1,747 – –
PNC Financial Services Group
41
PNC Financial Services Group
Pennsylvania
$54K 1,280 – –
HF
42
Hoxton Financial
West Virginia
$47K 1,108 – –
DADC
43
D.A. Davidson & Co
Montana
$19K 450 – –
FAM
44
Formidable Asset Management
Ohio
$9K 200 – –
CTC
45
Central Trust Company
Missouri
$9K 200 – –
VIA
46
Vantage Investment Advisors
Pennsylvania
$4K 102 -101 -50%
WBG
47
Wharton Business Group
Pennsylvania
$206 4,835 -825 -15%
PCM
48
Parsons Capital Management
Rhode Island
– – -800 Closed
IP
49
Investment Partners
Ohio
– – -512 Closed
Citigroup
50
Citigroup
New York
– – -159 Closed
1
2
3