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Invesco Dorsey Wright Utilities Momentum ETF
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Overview Fund Activity

44 hedge funds and large institutions have $191M invested in Invesco Dorsey Wright Utilities Momentum ETF in 2016 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 15 increasing their positions, 12 reducing their positions, and 7 closing their positions.

Holders
44
Holders Change
+6
Holders Change %
+15.79%
% of All Funds
1.18%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
13
Increased
15
Reduced
12
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CS
1
Credit Suisse
Switzerland
$5.58M
2
FMP
2
Financial Management Professionals
Texas
$4.77M
3
Invesco
3
Invesco
Georgia
$38.5M
4
Goldman Sachs
4
Goldman Sachs
New York
$2.83M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$22.4M

Top Sellers

1
TFA
1
Transamerica Financial Advisors
Florida
$20.5M
2
Morgan Stanley
2
Morgan Stanley
New York
$18.6M
3
Wells Fargo
3
Wells Fargo
California
$6.34M
4
CAN
4
Cetera Advisor Networks
California
$0
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$1.41M
Name Market Value Shares Shares
Change 		Shares
Change %
Invesco
1
Invesco
Georgia
$38.5M 1,382,298 +122,365 +10%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$22.4M 801,999 +55,250 +7%
UCFA
3
United Capital Financial Advisors
Texas
$22M 785,446 +53,833 +7%
TFA
4
Transamerica Financial Advisors
Florida
$20.5M 734,852 -267,528 -27%
Morgan Stanley
5
Morgan Stanley
New York
$18.6M 665,596 -170,224 -20%
UBS Group
6
UBS Group
Switzerland
$14.9M 536,178 +24,498 +5%
NCM
7
Niemann Capital Management
Nevada
$8.41M 301,747 +40,170 +15%
LPL Financial
8
LPL Financial
California
$7.79M 277,599 +42,551 +18%
Wells Fargo
9
Wells Fargo
California
$6.34M 227,439 -154,126 -40%
CS
10
Credit Suisse
Switzerland
$5.58M 200,000 +200,000 New
FMP
11
Financial Management Professionals
Texas
$4.77M 171,265 +171,265 New
Bank of America
12
Bank of America
North Carolina
$2.9M 103,847 -37,775 -27%
Goldman Sachs
13
Goldman Sachs
New York
$2.83M 101,584 +101,584 New
Ameriprise
14
Ameriprise
Minnesota
$2.66M 95,479 -10,963 -10%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$1.83M 65,551 -9,730 -13%
RJA
16
Raymond James & Associates
Florida
$1.46M 52,441 +18,989 +57%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$1.41M 50,734 -48,172 -49%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$1.09M 39,052 +513 +1%
SG
19
Societe Generale
$836K 30,000 +30,000 New
SG Americas Securities
20
SG Americas Securities
New York
$836K 30,000 +30,000 New
WA
21
WFG Advisors
Texas
$633K 22,694 +81 +0.4%
Stifel Financial
22
Stifel Financial
Missouri
$476K 17,044 +17,044 New
CAL
23
Capital Advisors Ltd
Ohio
$470K 16,862 – –
PAG
24
Private Advisor Group
New Jersey
$468K 16,681 +2,553 +18%
MFS
25
MSI Financial Services
Massachusetts
$405K 14,519 -7,405 -34%
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