We are live on ! Find out more
PSL icon

Invesco Dorsey Wright Consumer Staples Momentum ETF

54 hedge funds and large institutions have $81.1M invested in Invesco Dorsey Wright Consumer Staples Momentum ETF in 2019 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 16 increasing their positions, 18 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

180% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 5

17% more funds holding

Funds holding: 4654 (+8)

6% more capital invested

Capital invested by funds: $76.9M → $81.1M (+$4.24M)

0.21% more ownership

Funds ownership: 47.38%47.6% (+0.21%)

11% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 18

Holders
54
Holders Change
+8
Holders Change %
+17.39%
% of All Funds
1.06%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
16
Reduced
18
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FAAS
26
First Allied Advisory Services
California
$362K +$12.8K +178 +4%
JWCA
27
J.W. Cole Advisors
Florida
$338K +$328K +4,564 New
FDCDDQ
28
Federation des caisses Desjardins du Quebec
Quebec, Canada
$330K +$1.58K +22 +0.5%
PSF
29
Pacific Sun Financial
California
$328K +$37.2K +518 +13%
Citadel Advisors
30
Citadel Advisors
Florida
$262K -$2.17M -30,259 -90%
JFA
31
JNBA Financial Advisors
Minnesota
$254K
MWM
32
Maltin Wealth Management
New Jersey
$244K +$237K +3,299 New
MWM
33
Mission Wealth Management
California
$241K
SWM
34
Selective Wealth Management
Virginia
$239K -$17.9K -249 -7%
CAM
35
Concorde Asset Management
Michigan
$231K -$28.7K -400 -11%
MA
36
Mutual Advisors
Nebraska
$218K +$211K +2,942 New
BFEC
37
Benjamin F. Edwards & Company
Missouri
$215K +$23.9K +333 +13%
SPC
38
Sigma Planning Corp
Michigan
$208K -$1.48M -20,617 -88%
APA
39
American Portfolios Advisors
New York
$179K +$287 +4 +0.2%
ASN
40
Advisory Services Network
Georgia
$142K +$137K +1,913 New
BAM
41
Bellevue Asset Management
Washington
$138K +$134K +1,866 New
SPIA
42
Steward Partners Investment Advisory
New York
$118K +$115K +1,600 New
WQ
43
Wealth Quarterback
New Jersey
$51.9K +$50.3K +700 New
Fidelity Investments
44
Fidelity Investments
Massachusetts
$45K +$2.23K +31 +5%
SW
45
SVB Wealth
Massachusetts
$39K +$38K +529 New
CAC
46
Certified Advisory Corp
Florida
$37K +$72 +1 +0.2%
TRCT
47
Tower Research Capital (TRC)
New York
$35K +$34.4K +479 New
CFGS
48
Concourse Financial Group Securities
Alabama
$30K +$4.02K +56 +16%
SIC
49
Samalin Investment Counsel
New York
$13K +$13.1K +182 New
Carson Wealth (CWM LLC)
50
Carson Wealth (CWM LLC)
Nebraska
$10K