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Invesco Dorsey Wright Consumer Staples Momentum ETF
29 hedge funds and large institutions have $37.3M invested in Invesco Dorsey Wright Consumer Staples Momentum ETF in 2018 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 10 reducing their positions, and 5 closing their positions.
New
Increased
Maintained
Reduced
Closed
58% more capital invested
Capital invested by funds: $23.6M → $37.3M (+$13.7M)
11.5% more ownership
Funds ownership: 32.98% → 44.48% (+11%)
3% less funds holding
Funds holding: 30 → 29 (-1)
20% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 5
30% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 10
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $356K
Holders
29
Holders Change
-1
Holders Change %
-3.33%
% of All Funds
0.66%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
4
Increased
7
Reduced
10
Closed
5
Calls
–
Puts
$356K
Net Calls
-$356K
Net Calls Change
+$112K
Top Buyers
| 1 |
AG
Advisor Group
Phoenix,
Arizona
|
+$7.04M |
| 2 |
AIM
Advantage Investment Management
Cedar Rapids,
Iowa
|
+$6.34M |
| 3 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$770K |
| 4 |
Morgan Stanley
New York
|
+$384K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$278K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
APP
26
Avantax Planning Partners
Dubuque,
Iowa
| $11K | +$11K | +166 | New |
|
|
TFA
27
Transamerica Financial Advisors
St. Petersburg,
Florida
| $9K | -$1.39K | -21 | -15% |
|
|
NC
28
NewSquare Capital
Newtown Square,
Pennsylvania
| $7K | – | – | – |
|
29
Janney Montgomery Scott
Philadelphia,
Pennsylvania
| – | -$329K | -5,055 | Closed |
|
|
RJFSA
30
Raymond James Financial Services Advisors
St. Petersburg,
Florida
| – | -$214K | -3,288 | Closed |
|
|
FAAS
31
First Allied Advisory Services
San Diego,
California
| – | -$13K | -200 | Closed |
|
32
SEI Investments
Oaks,
Pennsylvania
| – | -$11K | -173 | Closed |
|
33
JP Morgan Chase
New York
| – | -$2K | -30 | Closed |
|