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Invesco Dorsey Wright Consumer Staples Momentum ETF

47 hedge funds and large institutions have $73.6M invested in Invesco Dorsey Wright Consumer Staples Momentum ETF in 2019 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 18 increasing their positions, 15 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 5

20% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 15

4% more funds holding

Funds holding: 4547 (+2)

1.37% less ownership

Funds ownership: 46.9%45.53% (-1.4%)

9% less capital invested

Capital invested by funds: $81.2M → $73.6M (-$7.59M)

Holders
47
Holders Change
+2
Holders Change %
+4.44%
% of All Funds
1.02%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
18
Reduced
15
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
26
SignalPoint Asset Management
Missouri
$419K -$93.3K -1,301 -18%
KWM
27
Kingsview Wealth Management
Oregon
$381K
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$371K -$9.66M -134,749 -96%
SWM
29
Selective Wealth Management
Virginia
$365K +$364K +5,082 New
AWM
30
AE Wealth Management
Kansas
$354K +$101K +1,412 +40%
WWM
31
Western Wealth Management
Colorado
$349K -$10.1K -141 -3%
FAAS
32
First Allied Advisory Services
California
$335K +$14.4K +201 +5%
FDCDDQ
33
Federation des caisses Desjardins du Quebec
Quebec, Canada
$288K +$19.2K +268 +7%
TSS
34
Two Sigma Securities
New York
$264K +$264K +3,676 New
PSF
35
Pacific Sun Financial
California
$255K +$254K +3,540 New
JFA
36
JNBA Financial Advisors
Minnesota
$247K -$7.38K -103 -3%
MWM
37
Mission Wealth Management
California
$234K -$17.9K -250 -7%
BFEC
38
Benjamin F. Edwards & Company
Missouri
$186K +$185K +2,587 New
APA
39
American Portfolios Advisors
New York
$147K
CFGS
40
Concourse Financial Group Securities
Alabama
$52K +$22.9K +320 +79%
AIM
41
Advantage Investment Management
Iowa
$38K -$502 -7 -1%
CAC
42
Certified Advisory Corp
Florida
$36K -$28.6K -399 -44%
PNC Financial Services Group
43
PNC Financial Services Group
Pennsylvania
$16K
Carson Wealth (CWM LLC)
44
Carson Wealth (CWM LLC)
Nebraska
$10K
TFA
45
Transamerica Financial Advisors
Florida
$7K +$6.17K +86 New
TRCT
46
Tower Research Capital (TRC)
New York
$1K +$932 +13 New
SI
47
Stephens Inc
Arkansas
-$2.66M -37,437 Closed
IA
48
IFG Advisory
Georgia
-$205K -7,526 Closed
SS
49
Simplicity Solutions
Minnesota
-$249K -3,514 Closed
SPC
50
Sigma Planning Corp
Michigan
-$200K -2,823 Closed