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Invesco Dorsey Wright Healthcare Momentum ETF
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Overview Fund Activity

29 hedge funds and large institutions have $65.5M invested in Invesco Dorsey Wright Healthcare Momentum ETF in 2014 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 14 increasing their positions, 3 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
29
Holders Change
+7
Holders Change %
+31.82%
% of All Funds
0.84%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
14
Reduced
3
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$12.4M
2
U
UBS
Switzerland
$9.85M
3
RJA
Raymond James & Associates
Florida
$3.28M
4
HighTower Advisors
HighTower Advisors
Illinois
$2.85M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$3.91M

Top Sellers

1
FAAS
First Allied Advisory Services
California
$0
2
Bank of America
Bank of America
North Carolina
$5.51M
3
WA
WFG Advisors
Texas
$1.3M
4
Ameriprise
Ameriprise
Minnesota
$196K
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$12.4M +$4.54M +284,211 +58%
U
2
UBS
Switzerland
$9.85M +$3.92M +245,637 +66%
Wells Fargo
3
Wells Fargo
California
$9.39M +$2.11M +132,240 +29%
Bank of America
4
Bank of America
North Carolina
$5.51M -$1.18M -73,755 -18%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$3.91M +$2.48M +155,004 +173%
SAM
6
SignalPoint Asset Management
Missouri
$3.81M +$151K +9,438 +4%
RJA
7
Raymond James & Associates
Florida
$3.28M +$3.28M +205,584 New
HighTower Advisors
8
HighTower Advisors
Illinois
$2.85M +$2.85M +178,212 New
LPL Financial
9
LPL Financial
California
$2.64M +$53.2K +3,333 +2%
VKH
10
Virtu KCG Holdings
New York
$1.69M +$485K +30,378 +40%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$1.61M +$1.57M +98,037 +3,722%
WA
12
WFG Advisors
Texas
$1.3M -$81.6K -5,109 -6%
Stifel Financial
13
Stifel Financial
Missouri
$1.25M +$1.25M +78,183 New
Jane Street
14
Jane Street
New York
$1.16M +$1.16M +72,561 New
B
15
Baird
Wisconsin
$993K +$993K +62,151 New
AIG
16
American International Group
New York
$930K +$118K +7,404 +15%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$924K +$27.4K +1,716 +3%
Deutsche Bank
18
Deutsche Bank
Germany
$485K +$86.8K +5,436 +22%
SB
19
Suntrust Banks
Georgia
$386K +$106K +6,663 +38%
Goldman Sachs
20
Goldman Sachs
New York
$363K +$363K +22,725 New
FIM
21
Freedom Investment Management
Connecticut
$213K +$5.46K +342 +3%
Citigroup
22
Citigroup
New York
$206K +$82.7K +5,175 +67%
Ameriprise
23
Ameriprise
Minnesota
$196K -$4.57K -288 -2%
LTFS
24
Ladenburg Thalmann Financial Services
Florida
$65K – – –
CFA
25
Carroll Financial Associates
North Carolina
$28K – – –
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