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Invesco Dorsey Wright Consumer Staples Momentum ETF

46 hedge funds and large institutions have $43.5M invested in Invesco Dorsey Wright Consumer Staples Momentum ETF in 2020 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 22 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% less funds holding

Funds holding: 4846 (-2)

4.38% less ownership

Funds ownership: 44.93%40.54% (-4.4%)

14% less capital invested

Capital invested by funds: $50.6M → $43.5M (-$7.11M)

29% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 7

64% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 22

Holders
46
Holders Change
-2
Holders Change %
-4.17%
% of All Funds
0.94%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
8
Reduced
22
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJFSA
26
Raymond James Financial Services Advisors
Florida
$316K -$47.9K -767 -14%
BFEC
27
Benjamin F. Edwards & Company
Missouri
$308K +$4.18K +67 +1%
EH
28
Equitable Holdings
New York
$288K
FAAS
29
First Allied Advisory Services
California
$277K -$13.7K -219 -5%
JFA
30
JNBA Financial Advisors
Minnesota
$223K
SWM
31
Selective Wealth Management
Virginia
$210K +$624 +10 +0.3%
MWM
32
Maltin Wealth Management
New Jersey
$210K +$201K +3,227 New
APA
33
American Portfolios Advisors
New York
$157K -$687 -11 -0.5%
BAM
34
Belpointe Asset Management
Nevada
$115K -$334K -5,349 -75%
SPIA
35
Steward Partners Investment Advisory
New York
$104K
BAM
36
Bellevue Asset Management
Washington
$74K
SW
37
SVB Wealth
Massachusetts
$34K
CAC
38
Certified Advisory Corp
Florida
$33K
Fidelity Investments
39
Fidelity Investments
Massachusetts
$31K -$3.37K -54 -10%
CFGS
40
Concourse Financial Group Securities
Alabama
$18K -$4.68K -75 -21%
Carson Wealth (CWM LLC)
41
Carson Wealth (CWM LLC)
Nebraska
$10K
CAN
42
Cetera Advisor Networks
California
$10K +$9.36K +150 New
William Blair & Company
43
William Blair & Company
Illinois
$3K +$2.75K +44 New
AF
44
Allworth Financial
California
$2K -$1.25K -20 -42%
OPS
45
Orion Portfolio Solutions
Nebraska
$1K
TFA
46
Transamerica Financial Advisors
Florida
$1K +$624 +10 New
CA
47
Cetera Advisors
Colorado
-$4.26M -75,764 Closed
AWM
48
AE Wealth Management
Kansas
-$334K -5,942 Closed
Jane Street
49
Jane Street
New York
-$304K -5,410 Closed
KWM
50
Kingsview Wealth Management
Oregon
-$298K -5,300 Closed