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Invesco Dorsey Wright Consumer Staples Momentum ETF
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47 hedge funds and large institutions have $35.1M invested in Invesco Dorsey Wright Consumer Staples Momentum ETF in 2021 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 14 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 14

2% less funds holding

Funds holding: 48 → 47 (-1)

10% less capital invested

Capital invested by funds: $39.1M → $35.1M (-$4.03M)

11% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 9

11.6% less ownership

Funds ownership: 37.14% → 25.54% (-12%)

Holders
47
Holders Change
-1
Holders Change %
-2.08%
% of All Funds
0.83%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
15
Reduced
14
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$1.48M
2
CA
Calton & Associates
Florida
+$795K
3
MML Investors Services
MML Investors Services
Massachusetts
+$426K
4
Bank of America
Bank of America
North Carolina
+$391K
5
KM
Kalos Management
Georgia
+$329K

Top Sellers

1
AWM
AE Wealth Management
Kansas
-$2.9M
2
SS
Simplicity Solutions
Minnesota
-$2.77M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$1.3M
4
Morgan Stanley
Morgan Stanley
New York
-$1.23M
5
FTUS
Flow Traders U.S.
New York
-$702K
Name Holding Trade Value Shares
Change 		Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$321K +$3.09K +34 +1%
JFA
27
JNBA Financial Advisors
Minnesota
$318K – – –
MWM
28
Maltin Wealth Management
New Jersey
$301K +$363 +4 +0.1%
AWM
29
AE Wealth Management
Kansas
$278K -$2.9M -31,919 -91%
SWM
30
Selective Wealth Management
Virginia
$267K -$33.9K -373 -11%
SPC
31
Sigma Planning Corp
Michigan
$244K – – –
LA
32
LexAurum Advisors
Kansas
$237K +$91 +1 +0%
SWP
33
Stratos Wealth Partners
Ohio
$225K +$220K +2,428 New
KAS
34
Kestra Advisory Services
Texas
$223K +$1.09K +12 +0.5%
APA
35
American Portfolios Advisors
New York
$216K +$182 +2 +0.1%
SPIA
36
Steward Partners Investment Advisory
New York
$148K – – –
MIM
37
MTM Investment Management
South Carolina
$134K – – –
BAM
38
Belpointe Asset Management
Nevada
$114K +$112K +1,233 New
BAM
39
Bellevue Asset Management
Washington
$87K -$7.9K -87 -8%
Fidelity Investments
40
Fidelity Investments
Massachusetts
$56K -$272 -3 -0.5%
SFS
41
Sowell Financial Services
Arkansas
$51K +$49K +540 New
SW
42
SVB Wealth
Massachusetts
$49K – – –
CAC
43
Certified Advisory Corp
Florida
$47K +$45.9K +505 New
HI
44
Harbour Investments
Wisconsin
$13K +$12.3K +135 New
Carson Wealth (CWM LLC)
45
Carson Wealth (CWM LLC)
Nebraska
$10K – – –
DWMG
46
DB Wealth Management Group
California
$6K – – –
AF
47
Allworth Financial
California
$3K – – –
SS
48
Simplicity Solutions
Minnesota
– -$2.77M -31,925 Closed
Cambridge Investment Research Advisors
49
Cambridge Investment Research Advisors
Iowa
– -$1.3M -15,051 Closed
FTUS
50
Flow Traders U.S.
New York
– -$702K -8,108 Closed
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