PUI icon

Invesco Dorsey Wright Utilities Momentum ETF

28 hedge funds and large institutions have $15M invested in Invesco Dorsey Wright Utilities Momentum ETF in 2014 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 8 increasing their positions, 6 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
28
Holders Change
Holders Change %
0%
% of All Funds
0.75%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
8
Reduced
6
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$3.67M +$620K +26,160 +20%
SAM
2
SignalPoint Asset Management
Missouri
$3.51M -$375K -15,835 -10%
LPL Financial
3
LPL Financial
California
$1.84M -$18.8K -792 -1%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$1.16M +$644K +27,152 +124%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$753K +$142K +5,989 +23%
TH
6
Timber Hill
Connecticut
$650K
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$556K -$179K -7,527 -24%
VKH
8
Virtu KCG Holdings
New York
$554K +$338K +14,238 +156%
Bank of America
9
Bank of America
North Carolina
$541K +$44.8K +1,892 +9%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$377K -$650K -27,391 -63%
CAL
11
Capital Advisors Ltd
Ohio
$371K
Wells Fargo
12
Wells Fargo
California
$366K -$19.7K -831 -5%
UBS Group
13
UBS Group
Switzerland
$224K +$224K +9,441 New
LTFS
14
Ladenburg Thalmann Financial Services
Florida
$128K +$108K +4,577 +534%
MAS
15
Madden Advisory Services
Florida
$52K
NFG
16
Next Financial Group
Texas
$39K +$216 +9 +0.6%
NPC
17
National Planning Corporation
California
$37.7K +$37.7K +1,600 New
FPFS
18
First Personal Financial Services
North Carolina
$30K +$30K +1,272 New
PNC Financial Services Group
19
PNC Financial Services Group
Pennsylvania
$27K
MFS
20
MSI Financial Services
Massachusetts
$22K
JFGIW
21
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$22K +$22K +918 New
WA
22
WFG Advisors
Texas
$14K -$37.1K -1,535 -73%
RIA
23
Regal Investment Advisors
Michigan
$7K +$605 +26 +9%
BFEC
24
Benjamin F. Edwards & Company
Missouri
$5K
AIG
25
American International Group
New York
$2.37K