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Invesco Dorsey Wright Consumer Staples Momentum ETF

50 hedge funds and large institutions have $45.7M invested in Invesco Dorsey Wright Consumer Staples Momentum ETF in 2021 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 16 increasing their positions, 20 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 5

31% more capital invested

Capital invested by funds: $34.9M → $45.7M (+$10.9M)

16.31% more ownership

Funds ownership: 27.65%43.96% (+16%)

2% more funds holding

Funds holding: 4950 (+1)

20% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 20

Holders
50
Holders Change
+1
Holders Change %
+2.04%
% of All Funds
0.77%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
16
Reduced
20
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PSF
26
Pacific Sun Financial
California
$498K -$7.2K -80 -1%
UBS Group
27
UBS Group
Switzerland
$461K -$147K -1,636 -25%
EH
28
Equitable Holdings
New York
$411K +$9.9K +110 +3%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$408K -$58.1K -646 -13%
Citigroup
30
Citigroup
New York
$353K -$24.3K -270 -7%
JFA
31
JNBA Financial Advisors
Minnesota
$314K
MWM
32
Maltin Wealth Management
New Jersey
$300K +$450 +5 +0.2%
SWP
33
Stratos Wealth Partners
Ohio
$286K +$4.14K +46 +1%
LA
34
LexAurum Advisors
Kansas
$246K +$9.09K +101 +4%
SPC
35
Sigma Planning Corp
Michigan
$241K
APA
36
American Portfolios Advisors
New York
$230K +$15.5K +172 +7%
KAS
37
Kestra Advisory Services
Texas
$227K +$630 +7 +0.3%
TRCT
38
Tower Research Capital (TRC)
New York
$213K -$655K -7,278 -76%
SWM
39
Selective Wealth Management
Virginia
$209K +$810 +9 +0.4%
BFEC
40
Benjamin F. Edwards & Company
Missouri
$164K -$57.2K -636 -26%
SPIA
41
Steward Partners Investment Advisory
New York
$146K
MIM
42
MTM Investment Management
South Carolina
$132K
BAM
43
Belpointe Asset Management
Nevada
$110K +$7.47K +83 +7%
BAM
44
Bellevue Asset Management
Washington
$62K -$13.7K -152 -18%
Fidelity Investments
45
Fidelity Investments
Massachusetts
$57K -$270 -3 -0.5%
SW
46
SVB Wealth
Massachusetts
$48K
HI
47
Harbour Investments
Wisconsin
$13K
RI
48
Rinkey Investments
California
$6K +$6.75K +75 New
AF
49
Allworth Financial
California
$3K
SFCL
50
Strengthening Families & Communities LLC
Massachusetts
$9 +$9.27K +103 New