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Invesco Dorsey Wright Consumer Staples Momentum ETF

45 hedge funds and large institutions have $81.2M invested in Invesco Dorsey Wright Consumer Staples Momentum ETF in 2019 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 10 increasing their positions, 14 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more capital invested

Capital invested by funds: $77.2M → $81.2M (+$4.02M)

3.85% more ownership

Funds ownership: 43.05%46.9% (+3.9%)

0% more funds holding

Funds holding: 4545 (0)

0% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 11

29% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 14

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
45
Holders Change
Holders Change %
0%
% of All Funds
0.97%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
11
Increased
10
Reduced
14
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KWM
26
Kingsview Wealth Management
Oregon
$376K
RJFSA
27
Raymond James Financial Services Advisors
Florida
$361K +$12.3K +179 +4%
WWM
28
Western Wealth Management
Colorado
$351K +$346K +5,049 New
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$331K -$179K -2,615 -36%
FAAS
30
First Allied Advisory Services
California
$320K -$1.92K -28 -0.6%
FDCDDQ
31
Federation des caisses Desjardins du Quebec
Quebec, Canada
$265K +$15.5K +226 +6%
JFA
32
JNBA Financial Advisors
Minnesota
$251K
AWM
33
AE Wealth Management
Kansas
$249K +$241K +3,514 New
SS
34
Simplicity Solutions
Minnesota
$249K +$241K +3,514 New
MWM
35
Mission Wealth Management
California
$248K +$240K +3,500 New
IA
36
IFG Advisory
Georgia
$205K +$515K +7,526 New
SPC
37
Sigma Planning Corp
Michigan
$200K +$193K +2,823 New
APA
38
American Portfolios Advisors
New York
$145K
CAC
39
Certified Advisory Corp
Florida
$64K
AIM
40
Advantage Investment Management
Iowa
$38K
CFGS
41
Concourse Financial Group Securities
Alabama
$28K
PNC Financial Services Group
42
PNC Financial Services Group
Pennsylvania
$16K
CA
43
Cetera Advisors
Colorado
$13K +$12.3K +180 New
Carson Wealth (CWM LLC)
44
Carson Wealth (CWM LLC)
Nebraska
$10K +$7.6K +111 New
NCM
45
Niemann Capital Management
Nevada
-$8.31M -127,481 Closed
Susquehanna International Group
46
Susquehanna International Group
Pennsylvania
-$2.39M -36,629 Closed
TSS
47
Two Sigma Securities
New York
-$632K -9,677 Closed
Envestnet Asset Management
48
Envestnet Asset Management
Illinois
-$581K -8,903 Closed
IAA
49
Independent Advisor Alliance
North Carolina
-$222K -3,303 Closed
KCM
50
Karp Capital Management
California
-$137K -2,100 Closed