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Invesco Dorsey Wright Utilities Momentum ETF
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Overview Fund Activity

28 hedge funds and large institutions have $13.6M invested in Invesco Dorsey Wright Utilities Momentum ETF in 2014 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 11 reducing their positions, and 3 closing their positions.

Holders
28
Holders Change
-1
Holders Change %
-3.45%
% of All Funds
0.81%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
6
Reduced
11
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$951K
2
PAG
2
Private Advisor Group
New Jersey
$87K
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$480K
4
NFG
4
Next Financial Group
Texas
$35K
5
WA
5
WFG Advisors
Texas
$46K

Top Sellers

1
VKH
1
Virtu KCG Holdings
New York
$200K
2
LPL Financial
2
LPL Financial
California
$1.73M
3
Bank of America
3
Bank of America
North Carolina
$460K
4
Morgan Stanley
4
Morgan Stanley
New York
$2.82M
5
FBNAT
5
FirstMerit Bank N.A. Trustee
Ohio
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SAM
1
SignalPoint Asset Management
Missouri
$3.6M 163,814 -5,328 -3%
Morgan Stanley
2
Morgan Stanley
New York
$2.82M 128,530 -12,130 -9%
LPL Financial
3
LPL Financial
California
$1.73M 78,573 -12,819 -14%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$951K 43,285 +29,601 +216%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$680K 30,971 -4,843 -14%
TH
6
Timber Hill
Connecticut
$602K 27,401 -24 -0.1%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$566K 25,759 -8,362 -25%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$480K 21,859 +3,286 +18%
Bank of America
9
Bank of America
North Carolina
$460K 20,933 -12,492 -37%
Wells Fargo
10
Wells Fargo
California
$358K 16,280 -574 -3%
CAL
11
Capital Advisors Ltd
Ohio
$343K 15,658 -916 -6%
U
12
UBS
Switzerland
$277K 12,631 +138 +1%
FIM
13
Freedom Investment Management
Connecticut
$207K 9,406 +355 +4%
VKH
14
Virtu KCG Holdings
New York
$200K 9,113 -21,677 -70%
PAG
15
Private Advisor Group
New Jersey
$87K 3,938 +3,938 New
Ameriprise
16
Ameriprise
Minnesota
$57K 2,574 – –
MAS
17
Madden Advisory Services
Florida
$48K 2,190 -400 -15%
WA
18
WFG Advisors
Texas
$46K 2,115 +375 +22%
NFG
19
Next Financial Group
Texas
$35K 1,615 +1,615 New
PNC Financial Services Group
20
PNC Financial Services Group
Pennsylvania
$25K 1,146 – –
MFS
21
MSI Financial Services
Massachusetts
$20K 917 – –
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$19K 857 +5 +0.6%
Citigroup
23
Citigroup
New York
$11K 500 – –
RIA
24
Regal Investment Advisors
Michigan
$6K 275 – –
NES
25
New England Securities
New York
$6K 261 – –
1
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