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Invesco Dorsey Wright Consumer Staples Momentum ETF

49 hedge funds and large institutions have $34.9M invested in Invesco Dorsey Wright Consumer Staples Momentum ETF in 2021 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 20 increasing their positions, 17 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

18% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 17

2% more funds holding

Funds holding: 4849 (+1)

1.57% more ownership

Funds ownership: 26.08%27.65% (+1.6%)

2% less capital invested

Capital invested by funds: $35.6M → $34.9M (-$759K)

Holders
49
Holders Change
+1
Holders Change %
+2.08%
% of All Funds
0.86%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
20
Reduced
17
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EH
26
Equitable Holdings
New York
$393K -$5.04K -55 -1%
Citigroup
27
Citigroup
New York
$369K -$622K -6,789 -62%
JFA
28
JNBA Financial Advisors
Minnesota
$307K
MWM
29
Maltin Wealth Management
New Jersey
$293K +$1.1K +12 +0.4%
CAG
30
Compass Advisory Group
New York
$292K +$299K +3,265 New
SWP
31
Stratos Wealth Partners
Ohio
$275K +$92 +1 +0%
CAN
32
Cetera Advisor Networks
California
$261K +$267K +2,919 New
RJA
33
Raymond James & Associates
Florida
$257K -$70.7K -772 -21%
SPC
34
Sigma Planning Corp
Michigan
$236K -$2.75K -30 -1%
LA
35
LexAurum Advisors
Kansas
$231K +$92 +1 +0%
KAS
36
Kestra Advisory Services
Texas
$222K +$6.13K +67 +3%
BFEC
37
Benjamin F. Edwards & Company
Missouri
$217K +$66.3K +724 +42%
APA
38
American Portfolios Advisors
New York
$210K +$641 +7 +0.3%
SWM
39
Selective Wealth Management
Virginia
$204K +$824 +9 +0.4%
SPIA
40
Steward Partners Investment Advisory
New York
$143K
MIM
41
MTM Investment Management
South Carolina
$129K
BAM
42
Belpointe Asset Management
Nevada
$100K -$5.68K -62 -5%
BAM
43
Bellevue Asset Management
Washington
$75K
WQ
44
Wealth Quarterback
New Jersey
$63K
Fidelity Investments
45
Fidelity Investments
Massachusetts
$56K -$92 -1 -0.2%
SW
46
SVB Wealth
Massachusetts
$47K
KIG
47
Kowal Investment Group
Wisconsin
$34K +$34.3K +375 New
HI
48
Harbour Investments
Wisconsin
$12K +$92 +1 +0.7%
AF
49
Allworth Financial
California
$3K
KM
50
Kalos Management
Georgia
-$351K -3,816 Closed