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Invesco Dorsey Wright Healthcare Momentum ETF
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Overview Fund Activity

42 hedge funds and large institutions have $87.5M invested in Invesco Dorsey Wright Healthcare Momentum ETF in 2015 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 18 increasing their positions, 8 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
42
Holders Change
+2
Holders Change %
+5%
% of All Funds
1.12%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
18
Reduced
8
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
$12.2M
2
Morgan Stanley
Morgan Stanley
New York
$17.5M
3
UBS Group
UBS Group
Switzerland
$11.8M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$2.1M
5
Bank of America
Bank of America
North Carolina
$12.4M

Top Sellers

1
RJA
Raymond James & Associates
Florida
$4.64M
2
SAM
SignalPoint Asset Management
Missouri
$763K
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$1.99M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$0
5
SB
Suntrust Banks
Georgia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ICAS
26
Investors Capital Advisory Services
Massachusetts
$257K +$257K +12,771 New
OC
27
Oppenheimer & Co
New York
$209K -$127K -6,288 -38%
Citigroup
28
Citigroup
New York
$176K +$42.9K +2,127 +32%
IP
29
Investment Partners
Ohio
$151K +$151K +7,440 New
AIM
30
Advantage Investment Management
Iowa
$118K +$118K +5,865 New
GT
31
Glenmede Trust
Pennsylvania
$111K – – –
PNC Financial Services Group
32
PNC Financial Services Group
Pennsylvania
$99K +$99K +4,890 New
TFA
33
Transamerica Financial Advisors
Florida
$73K +$73K +3,591 New
IC
34
Intersect Capital
California
$64K -$1.22K -63 -2%
BRWM
35
B. Riley Wealth Management
Tennessee
$30K – – –
WRM
36
Westport Resources Management
Connecticut
$25K – – –
GWM
37
Gupta Wealth Management
California
$24K +$24K +1,200 New
RAM
38
Riggs Asset Management
Pennsylvania
$7K – – –
WA
39
WFG Advisors
Texas
$5K -$7.2K -354 -59%
BFEC
40
Benjamin F. Edwards & Company
Missouri
$2K – – –
NFG
41
Next Financial Group
Texas
$1K – – –
Envestnet Asset Management
42
Envestnet Asset Management
Illinois
– -$763K -42,168 Closed
SB
43
Suntrust Banks
Georgia
– -$519K -28,722 Closed
PHS
44
Pekin Hardy Strauss
Illinois
– -$382K -21,129 Closed
FIM
45
Freedom Investment Management
Connecticut
– -$207K -11,430 Closed
Deutsche Bank
46
Deutsche Bank
Germany
– -$24K -1,341 Closed
JFGIW
47
Johnson Financial Group Inc (Wisconsin)
Wisconsin
– -$24K -1,305 Closed
NPC
48
National Planning Corporation
California
– -$21.7K -1,200 Closed
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