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Invesco Dorsey Wright Consumer Staples Momentum ETF

46 hedge funds and large institutions have $76.9M invested in Invesco Dorsey Wright Consumer Staples Momentum ETF in 2019 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 19 increasing their positions, 17 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 17

1.85% more ownership

Funds ownership: 45.53%47.38% (+1.9%)

4% more capital invested

Capital invested by funds: $73.6M → $76.9M (+$3.25M)

2% less funds holding

Funds holding: 4746 (-1)

20% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 5

Holders
46
Holders Change
-1
Holders Change %
-2.13%
% of All Funds
1.01%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
19
Reduced
17
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
26
SignalPoint Asset Management
Missouri
$416K -$4.2K -57 -1%
KWM
27
Kingsview Wealth Management
Oregon
$382K
WWM
28
Western Wealth Management
Colorado
$371K +$20.5K +278 +6%
FAAS
29
First Allied Advisory Services
California
$339K +$2.88K +39 +0.8%
FDCDDQ
30
Federation des caisses Desjardins du Quebec
Quebec, Canada
$320K +$31.8K +431 +11%
PSF
31
Pacific Sun Financial
California
$282K +$27.7K +375 +11%
MML Investors Services
32
MML Investors Services
Massachusetts
$256K -$190K -2,582 -42%
CAM
33
Concorde Asset Management
Michigan
$254K -$172K -2,334 -40%
SWM
34
Selective Wealth Management
Virginia
$250K -$119K -1,610 -32%
JFA
35
JNBA Financial Advisors
Minnesota
$248K
MWM
36
Mission Wealth Management
California
$234K
BFEC
37
Benjamin F. Edwards & Company
Missouri
$186K -$885 -12 -0.5%
APA
38
American Portfolios Advisors
New York
$174K +$27K +366 +18%
RIA
39
Realta Investment Advisors
Delaware
$58K +$59K +800 New
Fidelity Investments
40
Fidelity Investments
Massachusetts
$41K +$42K +570 New
AIM
41
Advantage Investment Management
Iowa
$39K
AIC
42
Ameritas Investment Company
Nebraska
$38K +$38.6K +524 New
CAC
43
Certified Advisory Corp
Florida
$36K +$74 +1 +0.2%
CFGS
44
Concourse Financial Group Securities
Alabama
$25K -$27.7K -376 -52%
PNC Financial Services Group
45
PNC Financial Services Group
Pennsylvania
$16K
Carson Wealth (CWM LLC)
46
Carson Wealth (CWM LLC)
Nebraska
$10K
Jane Street
47
Jane Street
New York
-$2.92M -40,565 Closed
TSS
48
Two Sigma Securities
New York
-$264K -3,676 Closed
TFA
49
Transamerica Financial Advisors
Florida
-$7K -86 Closed
TRCT
50
Tower Research Capital (TRC)
New York
-$1K -13 Closed