We are live on ! Find out more
PSL icon

Invesco Dorsey Wright Consumer Staples Momentum ETF

55 hedge funds and large institutions have $38.4M invested in Invesco Dorsey Wright Consumer Staples Momentum ETF in 2022 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 24 increasing their positions, 14 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 4

71% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 14

10% more funds holding

Funds holding: 5055 (+5)

7.5% less ownership

Funds ownership: 43.96%36.46% (-7.5%)

16% less capital invested

Capital invested by funds: $45.7M → $38.4M (-$7.3M)

Holders
55
Holders Change
+5
Holders Change %
+10%
% of All Funds
0.87%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
24
Reduced
14
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
26
SignalPoint Asset Management
Missouri
$476K
Jane Street
27
Jane Street
New York
$468K +$466K +5,462 New
PAG
28
Private Advisor Group
New Jersey
$421K -$308K -3,611 -42%
EH
29
Equitable Holdings
New York
$355K -$30.7K -360 -8%
Citigroup
30
Citigroup
New York
$335K +$3.92K +46 +1%
SWP
31
Stratos Wealth Partners
Ohio
$333K +$65.5K +769 +25%
MWM
32
Maltin Wealth Management
New Jersey
$281K +$682 +8 +0.2%
JFA
33
JNBA Financial Advisors
Minnesota
$270K -$24.2K -284 -8%
SPC
34
Sigma Planning Corp
Michigan
$267K +$41.8K +490 +19%
LA
35
LexAurum Advisors
Kansas
$227K -$3.32K -39 -1%
APA
36
American Portfolios Advisors
New York
$221K +$5.63K +66 +3%
KAS
37
Kestra Advisory Services
Texas
$213K +$426 +5 +0.2%
SWM
38
Selective Wealth Management
Virginia
$196K +$682 +8 +0.3%
BFEC
39
Benjamin F. Edwards & Company
Missouri
$153K -$170 -2 -0.1%
MCC
40
Money Concepts Capital
Florida
$150K +$149K +1,752 New
SPIA
41
Steward Partners Investment Advisory
New York
$137K
MIM
42
MTM Investment Management
South Carolina
$124K
BAM
43
Belpointe Asset Management
Nevada
$113K +$9.89K +116 +10%
BAM
44
Bellevue Asset Management
Washington
$58K
Fidelity Investments
45
Fidelity Investments
Massachusetts
$53K -$85 -1 -0.2%
CIAS
46
Capital Investment Advisory Services
North Carolina
$47K +$46.9K +550 New
SW
47
SVB Wealth
Massachusetts
$45K
SFCL
48
Strengthening Families & Communities LLC
Massachusetts
$9K
PFS
49
Prospera Financial Services
Texas
$9K +$8.52K +100 New
IA
50
IFP Advisors
Florida
$9K +$10.9K +128 New