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Invesco Dorsey Wright Consumer Staples Momentum ETF

53 hedge funds and large institutions have $160M invested in Invesco Dorsey Wright Consumer Staples Momentum ETF in 2015 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 17 increasing their positions, 3 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,200% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 2

582% more capital invested

Capital invested by funds: $23.5M → $160M (+$136M)

467% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 3

77% more funds holding

Funds holding: 3053 (+23)

34.4% more ownership

Funds ownership: 39.76%74.17% (+34%)

Holders
53
Holders Change
+23
Holders Change %
+76.67%
% of All Funds
1.48%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
% of All Funds
0.08%
New
26
Increased
17
Reduced
3
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SHA
26
Smith Hayes Advisers
Nebraska
$774K +$798K +14,361 New
Baird Financial Group
27
Baird Financial Group
Wisconsin
$761K +$784K +14,117 New
WA
28
WFG Advisors
Texas
$655K +$675K +12,153 New
Citigroup
29
Citigroup
New York
$618K +$311K +5,600 +95%
MCM
30
Murphy Capital Management
New Jersey
$601K +$20.8K +375 +3%
MFS
31
MSI Financial Services
Massachusetts
$592K +$611K +10,987 New
SAM
32
SignalPoint Asset Management
Missouri
$504K -$21.8K -393 -4%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$464K +$175K +3,152 +58%
WA
34
WESPAC Advisors
California
$363K +$375K +6,743 New
Citadel Advisors
35
Citadel Advisors
Florida
$306K -$137K -2,461 -30%
HF
36
HRT Financial
New York
$285K +$295K +5,306 New
JFA
37
JNBA Financial Advisors
Minnesota
$268K
CWM
38
Concert Wealth Management
California
$260K +$25.8K +465 +11%
VFS
39
VSR Financial Services
Kansas
$260K +$268K +4,826 New
KCM
40
Karp Capital Management
California
$248K
AIG
41
American International Group
New York
$242K +$166K +2,993 +198%
SMG
42
Spectrum Management Group
Indiana
$208K +$214K +3,855 New
SI
43
SII Investments
Wisconsin
$206K
AIM
44
Advantage Investment Management
Iowa
$104K +$79K +1,422 +284%
WEC
45
Winslow Evans & Crocker
Massachusetts
$75.3K +$77.7K +1,398 New
MAS
46
Madden Advisory Services
Florida
$62K -$6.11K -110 -9%
GT
47
Glenmede Trust
Pennsylvania
$49K
PNC Financial Services Group
48
PNC Financial Services Group
Pennsylvania
$46K +$27.1K +487 +136%
DADC
49
D.A. Davidson & Co
Montana
$13K
PSI
50
Pinnacle Summer Investments
Virginia
$4K +$4.17K +75 New