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Invesco Dorsey Wright Utilities Momentum ETF
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Overview Fund Activity

29 hedge funds and large institutions have $15.8M invested in Invesco Dorsey Wright Utilities Momentum ETF in 2014 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 7 increasing their positions, 8 reducing their positions, and closing their positions.

Holders
29
Holders Change
+5
Holders Change %
+20.83%
% of All Funds
0.83%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
7
Reduced
8
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VKH
1
Virtu KCG Holdings
New York
$718K
2
Bank of America
2
Bank of America
North Carolina
$780K
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$433K
4
FIM
4
Freedom Investment Management
Connecticut
$211K
5
FBNAT
5
FirstMerit Bank N.A. Trustee
Ohio
$206K

Top Sellers

1
SAM
1
SignalPoint Asset Management
Missouri
$3.95M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$796K
3
Wells Fargo
3
Wells Fargo
California
$393K
4
TH
4
Timber Hill
Connecticut
$640K
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$835K
Name Market Value Shares Shares
Change 		Shares
Change %
SAM
1
SignalPoint Asset Management
Missouri
$3.95M 169,142 -13,154 -7%
Morgan Stanley
2
Morgan Stanley
New York
$3.28M 140,660 +7,553 +6%
LPL Financial
3
LPL Financial
California
$2.13M 91,392 +553 +0.6%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$835K 35,814 -811 -2%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$796K 34,121 -10,365 -23%
Bank of America
6
Bank of America
North Carolina
$780K 33,425 +12,203 +58%
VKH
7
Virtu KCG Holdings
New York
$718K 30,790 +30,790 New
TH
8
Timber Hill
Connecticut
$640K 27,425 -2,401 -8%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$433K 18,573 +12,033 +184%
Wells Fargo
10
Wells Fargo
California
$393K 16,854 -3,026 -15%
CAL
11
Capital Advisors Ltd
Ohio
$387K 16,574 – –
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$319K 13,684 -491 -3%
U
13
UBS
Switzerland
$291K 12,493 -170 -1%
FIM
14
Freedom Investment Management
Connecticut
$211K 9,051 +9,051 New
FBNAT
15
FirstMerit Bank N.A. Trustee
Ohio
$206K 8,832 +8,832 New
BRWA
16
B. Riley Wealth Advisors
Florida
$101K 4,350 – –
MAS
17
Madden Advisory Services
Florida
$60K 2,590 – –
Ameriprise
18
Ameriprise
Minnesota
$60K 2,574 +1,893 +278%
WA
19
WFG Advisors
Texas
$41K 1,740 +10 +0.6%
AP
20
Advisors Preferred
Maryland
$32.8K 1,405 +1,405 New
PNC Financial Services Group
21
PNC Financial Services Group
Pennsylvania
$27K 1,146 +1,146 New
MFS
22
MSI Financial Services
Massachusetts
$21K 917 -323 -26%
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$20K 852 +23 +3%
Citigroup
24
Citigroup
New York
$12K 500 – –
RIA
25
Regal Investment Advisors
Michigan
$6K 275 – –
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