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Invesco Dorsey Wright Consumer Staples Momentum ETF

58 hedge funds and large institutions have $264M invested in Invesco Dorsey Wright Consumer Staples Momentum ETF in 2015 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 29 increasing their positions, 9 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

222% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 9

65% more capital invested

Capital invested by funds: $160M → $264M (+$104M)

56% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 9

9% more funds holding

Funds holding: 5358 (+5)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

2.06% less ownership

Funds ownership: 74.17%72.11% (-2.1%)

Holders
58
Holders Change
+5
Holders Change %
+9.43%
% of All Funds
1.52%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
14
Increased
29
Reduced
9
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MFS
26
MSI Financial Services
Massachusetts
$1.11M +$489K +8,631 +79%
WA
27
WESPAC Advisors
California
$1.08M +$691K +12,196 +181%
Citadel Advisors
28
Citadel Advisors
Florida
$1.03M +$704K +12,436 +219%
Baird Financial Group
29
Baird Financial Group
Wisconsin
$891K +$88.9K +1,569 +11%
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$814K -$10.1M -178,194 -93%
WA
31
WFG Advisors
Texas
$813K +$123K +2,167 +18%
SHA
32
Smith Hayes Advisers
Nebraska
$777K -$38K -671 -5%
MCM
33
Murphy Capital Management
New Jersey
$699K +$65.1K +1,150 +10%
CWM
34
Concert Wealth Management
California
$631K +$352K +6,218 +128%
LTFS
35
Ladenburg Thalmann Financial Services
Florida
$496K -$336K -5,936 -40%
SAM
36
SignalPoint Asset Management
Missouri
$480K -$52K -918 -10%
AIG
37
American International Group
New York
$443K +$187K +3,295 +73%
VFS
38
VSR Financial Services
Kansas
$378K +$103K +1,823 +38%
KCM
39
Karp Capital Management
California
$375K +$113K +2,000 +43%
VKH
40
Virtu KCG Holdings
New York
$301K +$301K +5,309 New
JFA
41
JNBA Financial Advisors
Minnesota
$283K
HFS
42
HL Financial Services
Kentucky
$283K +$282K +4,980 New
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$240K +$239K +4,220 New
Cetera Investment Advisers
44
Cetera Investment Advisers
Illinois
$204K +$203K +3,586 New
AIM
45
Advantage Investment Management
Iowa
$203K +$93.4K +1,650 +86%
WEC
46
Winslow Evans & Crocker
Massachusetts
$79.4K
RFWA
47
RPg Family Wealth Advisory
Massachusetts
$69.7K +$69.5K +1,228 New
GT
48
Glenmede Trust
Pennsylvania
$51K
PNC Financial Services Group
49
PNC Financial Services Group
Pennsylvania
$48K
AFP
50
Ausdal Financial Partners
Iowa
$43K +$43.3K +765 New