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Invesco Dorsey Wright Consumer Staples Momentum ETF

45 hedge funds and large institutions have $43.9M invested in Invesco Dorsey Wright Consumer Staples Momentum ETF in 2020 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 11 increasing their positions, 19 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more capital invested

Capital invested by funds: $43.5M → $43.9M (+$425K)

0.74% more ownership

Funds ownership: 40.54%41.29% (+0.74%)

0% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 6

2% less funds holding

Funds holding: 4645 (-1)

42% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 19

Holders
45
Holders Change
-1
Holders Change %
-2.17%
% of All Funds
0.91%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
11
Reduced
19
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJFSA
26
Raymond James Financial Services Advisors
Florida
$363K -$5.11K -69 -1%
EH
27
Equitable Holdings
New York
$330K -$5.56K -75 -2%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$290K -$134K -1,802 -32%
JFA
29
JNBA Financial Advisors
Minnesota
$261K
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$246K -$2.15M -28,957 -90%
MWM
31
Maltin Wealth Management
New Jersey
$246K +$593 +8 +0.2%
SWM
32
Selective Wealth Management
Virginia
$246K +$593 +8 +0.2%
APA
33
American Portfolios Advisors
New York
$180K -$3.19K -43 -2%
TRCT
34
Tower Research Capital (TRC)
New York
$126K -$2.77M -37,408 -96%
SPIA
35
Steward Partners Investment Advisory
New York
$121K
BAM
36
Bellevue Asset Management
Washington
$86K
SW
37
SVB Wealth
Massachusetts
$40K
Fidelity Investments
38
Fidelity Investments
Massachusetts
$38K +$1.04K +14 +3%
CAL
39
Capital Analysts LLC
Pennsylvania
$18K +$17.6K +238 New
CICI
40
Capital Investment Counsel Inc
North Carolina
$15K +$14.8K +200 New
Carson Wealth (CWM LLC)
41
Carson Wealth (CWM LLC)
Nebraska
$10K
PFS
42
Prospera Financial Services
Texas
$8K +$7.41K +100 New
William Blair & Company
43
William Blair & Company
Illinois
$3K
AF
44
Allworth Financial
California
$2K
FCH
45
Freestone Capital Holdings
Washington
$1.67K +$1.63K +22 New
FAAS
46
First Allied Advisory Services
California
-$277K -4,255 Closed
BAM
47
Belpointe Asset Management
Nevada
-$115K -1,776 Closed
CFGS
48
Concourse Financial Group Securities
Alabama
-$20.4K -275 Closed
CAN
49
Cetera Advisor Networks
California
-$10K -150 Closed
OPS
50
Orion Portfolio Solutions
Nebraska
-$1K -19 Closed