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Invesco Dorsey Wright Energy Momentum ETF

38 hedge funds and large institutions have $53M invested in Invesco Dorsey Wright Energy Momentum ETF in 2015 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 12 increasing their positions, 16 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
38
Holders Change
-9
Holders Change %
-19.15%
% of All Funds
1.01%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
2
Increased
12
Reduced
16
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$11.4M -$3.21M -67,863 -22%
HF
2
Hoxton Financial
West Virginia
$5.81M +$873K +18,444 +18%
Creative Planning
3
Creative Planning
Kansas
$5.23M +$2.04M +43,130 +64%
Morgan Stanley
4
Morgan Stanley
New York
$4.09M -$99.5K -2,102 -2%
MCWS
5
McKinley Carter Wealth Services
West Virginia
$3.34M +$646K +13,647 +24%
Goldman Sachs
6
Goldman Sachs
New York
$3.29M -$95.7K -2,023 -3%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$2.51M -$527K -11,139 -17%
Wells Fargo
8
Wells Fargo
California
$2.4M +$1.46M +30,766 +154%
LPL Financial
9
LPL Financial
California
$2.33M +$633K +13,213 +37%
ONB
10
Old National Bancorp
Indiana
$2.2M -$66.9K -1,414 -3%
MFS
11
MSI Financial Services
Massachusetts
$1.55M +$1.52M +32,144 +4,984%
RJA
12
Raymond James & Associates
Florida
$1.49M -$15.6K -330 -1%
UBS Group
13
UBS Group
Switzerland
$1.48M +$267K +5,642 +22%
SAM
14
SignalPoint Asset Management
Missouri
$1.03M -$4.49M -94,957 -81%
ICAS
15
Investors Capital Advisory Services
Massachusetts
$796K +$47.8K +1,011 +6%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$684K -$721K -15,152 -51%
MCM
17
Murphy Capital Management
New Jersey
$426K -$9.69K -205 -2%
AB
18
Atlas Brown
Kentucky
$392K -$10.8K -228 -3%
BRWA
19
B. Riley Wealth Advisors
Florida
$307K +$26K +550 +9%
Thrivent Financial for Lutherans
20
Thrivent Financial for Lutherans
Minnesota
$305K -$14.4K -300 -5%
HSBC Holdings
21
HSBC Holdings
United Kingdom
$285K +$285K +6,000 New
Ameriprise
22
Ameriprise
Minnesota
$266K +$266K +5,629 New
Jane Street
23
Jane Street
New York
$232K -$80.5K -1,701 -26%
Citigroup
24
Citigroup
New York
$232K +$1.62K +34 +0.7%
B
25
Baird
Wisconsin
$229K -$934K -19,768 -80%