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Invesco Dorsey Wright Consumer Staples Momentum ETF

45 hedge funds and large institutions have $77.2M invested in Invesco Dorsey Wright Consumer Staples Momentum ETF in 2018 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 19 increasing their positions, 7 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

171% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 7

114% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 7

22% more funds holding

Funds holding: 3745 (+8)

17% more capital invested

Capital invested by funds: $65.7M → $77.2M (+$11.5M)

1.62% less ownership

Funds ownership: 44.67%43.05% (-1.6%)

Holders
45
Holders Change
+8
Holders Change %
+21.62%
% of All Funds
1%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
15
Increased
19
Reduced
7
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KWM
26
Kingsview Wealth Management
Oregon
$346K +$372K +5,300 New
RJA
27
Raymond James & Associates
Florida
$330K +$2.81K +40 +0.8%
RJFSA
28
Raymond James Financial Services Advisors
Florida
$320K +$345K +4,915 New
FAAS
29
First Allied Advisory Services
California
$294K -$1.89K -27 -0.6%
MML Investors Services
30
MML Investors Services
Massachusetts
$265K +$285K +4,059 New
JFA
31
JNBA Financial Advisors
Minnesota
$231K +$248K +3,536 New
FDCDDQ
32
Federation des caisses Desjardins du Quebec
Quebec, Canada
$229K -$6.1K -87 -2%
IAA
33
Independent Advisor Alliance
North Carolina
$222K +$232K +3,303 New
KCM
34
Karp Capital Management
California
$137K +$147K +2,100 New
APA
35
American Portfolios Advisors
New York
$134K +$18.9K +269 +15%
WAP
36
Wealthcare Advisory Partners
Pennsylvania
$90K
CAC
37
Certified Advisory Corp
Florida
$59K +$70 +1 +0.1%
AIM
38
Advantage Investment Management
Iowa
$35K -$3.02K -43 -7%
CFGS
39
Concourse Financial Group Securities
Alabama
$26K +$28.5K +406 New
PNC Financial Services Group
40
PNC Financial Services Group
Pennsylvania
$14K +$9.96K +142 +184%
TRCT
41
Tower Research Capital (TRC)
New York
$8K +$9.12K +130 New
TFA
42
Transamerica Financial Advisors
Florida
$7K +$631 +9 +11%
PMFA
43
Plante Moran Financial Advisors
Michigan
$5K +$5.82K +83 New
Citadel Advisors
44
Citadel Advisors
Florida
-$1.85M -25,750 Closed
PAG
45
Private Advisor Group
New Jersey
-$944K -13,151 Closed
CAPTRUST Financial Advisors
46
CAPTRUST Financial Advisors
North Carolina
-$19K -265 Closed
BCI
47
Brinker Capital Investments
Pennsylvania
-$18.2K -259 Closed
NFG
48
Next Financial Group
Texas
-$14K -200 Closed
APP
49
Avantax Planning Partners
Iowa
-$12K -166 Closed
SWP
50
Stratos Wealth Partners
Ohio
-$7K -91 Closed