PUI icon

Invesco Dorsey Wright Utilities Momentum ETF

24 hedge funds and large institutions have $13.5M invested in Invesco Dorsey Wright Utilities Momentum ETF in 2014 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 8 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
24
Holders Change
+2
Holders Change %
+9.09%
% of All Funds
0.69%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
6
Reduced
8
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SAM
1
SignalPoint Asset Management
Missouri
$3.96M +$72.3K +3,331 +2%
Morgan Stanley
2
Morgan Stanley
New York
$2.89M -$45.2K -2,082 -2%
LPL Financial
3
LPL Financial
California
$1.97M -$345K -15,902 -15%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$966K -$27.8K -1,278 -3%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$796K -$115K -5,281 -13%
TH
6
Timber Hill
Connecticut
$648K -$37.6K -1,732 -5%
Bank of America
7
Bank of America
North Carolina
$461K -$10.1K -465 -2%
Wells Fargo
8
Wells Fargo
California
$431K +$10.3K +473 +2%
CAL
9
Capital Advisors Ltd
Ohio
$360K
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$308K +$30.2K +1,390 +11%
U
11
UBS
Switzerland
$275K -$4.43K -204 -2%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$142K -$180K -8,285 -56%
BRWA
13
B. Riley Wealth Advisors
Florida
$94K +$4.32K +200 +5%
MAS
14
Madden Advisory Services
Florida
$56K
WA
15
WFG Advisors
Texas
$38K +$22 +1 +0.1%
MFS
16
MSI Financial Services
Massachusetts
$27K
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$18K +$4.52K +208 +33%
Ameriprise
18
Ameriprise
Minnesota
$15K
Citigroup
19
Citigroup
New York
$11K
NES
20
New England Securities
New York
$6K
RIA
21
Regal Investment Advisors
Michigan
$6K +$6K +275 New
BFEC
22
Benjamin F. Edwards & Company
Missouri
$4K
AIG
23
American International Group
New York
$2.17K
BRWM
24
B. Riley Wealth Management
Tennessee
$1K +$1K +42 New