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Invesco Dorsey Wright Consumer Staples Momentum ETF

56 hedge funds and large institutions have $63.6M invested in Invesco Dorsey Wright Consumer Staples Momentum ETF in 2022 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 23 increasing their positions, 13 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 13

65% more capital invested

Capital invested by funds: $38.4M → $63.6M (+$25.2M)

17.23% more ownership

Funds ownership: 36.46%53.69% (+17%)

10% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 10

2% more funds holding

Funds holding: 5556 (+1)

Holders
56
Holders Change
+1
Holders Change %
+1.82%
% of All Funds
0.94%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
11
Increased
23
Reduced
13
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$476K -$8.66K -105 -2%
Goldman Sachs
27
Goldman Sachs
New York
$472K -$566K -6,864 -53%
FDCDDQ
28
Federation des caisses Desjardins du Quebec
Quebec, Canada
$450K +$3.79K +46 +0.8%
PSF
29
Pacific Sun Financial
California
$440K -$3.3K -40 -0.7%
SAM
30
SignalPoint Asset Management
Missouri
$436K
UBS Group
31
UBS Group
Switzerland
$407K -$99.3K -1,204 -19%
SOS
32
Silver Oak Securities
Tennessee
$371K +$384K +4,658 New
EH
33
Equitable Holdings
New York
$321K -$4.12K -50 -1%
SWP
34
Stratos Wealth Partners
Ohio
$306K
Citigroup
35
Citigroup
New York
$303K -$3.96K -48 -1%
APA
36
American Portfolios Advisors
New York
$263K +$63.3K +767 +30%
MWM
37
Maltin Wealth Management
New Jersey
$259K +$1.24K +15 +0.5%
SPC
38
Sigma Planning Corp
Michigan
$258K +$13.8K +167 +5%
JFA
39
JNBA Financial Advisors
Minnesota
$245K -$2.64K -32 -1%
RJFSA
40
Raymond James Financial Services Advisors
Florida
$217K +$228K +2,764 New
SWM
41
Selective Wealth Management
Virginia
$181K +$412 +5 +0.2%
BAM
42
Belpointe Asset Management
Nevada
$130K +$27.8K +337 +26%
SPIA
43
Steward Partners Investment Advisory
New York
$126K
MIM
44
MTM Investment Management
South Carolina
$115K
LSA
45
Lansing Street Advisors
Pennsylvania
$70K +$73.9K +896 New
BAM
46
Bellevue Asset Management
Washington
$54K
Fidelity Investments
47
Fidelity Investments
Massachusetts
$53K +$4.45K +54 +9%
CIAS
48
Capital Investment Advisory Services
North Carolina
$43K +$82 +1 +0.2%
NMG
49
New Millennium Group
Utah
$26K +$27.5K +333 New
ACA
50
Aptus Capital Advisors
Alabama
$18K +$18.7K +227 New