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Invesco Dorsey Wright Consumer Staples Momentum ETF

54 hedge funds and large institutions have $56.7M invested in Invesco Dorsey Wright Consumer Staples Momentum ETF in 2022 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 19 increasing their positions, 24 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

2.13% less ownership

Funds ownership: 53.69%51.56% (-2.1%)

4% less funds holding

Funds holding: 5654 (-2)

11% less capital invested

Capital invested by funds: $63.6M → $56.7M (-$6.86M)

21% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 24

Holders
54
Holders Change
-2
Holders Change %
-3.57%
% of All Funds
0.93%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
3
Increased
19
Reduced
24
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
26
Goldman Sachs
New York
$418K -$34.6K -429 -7%
PSF
27
Pacific Sun Financial
California
$416K -$3.23K -40 -0.7%
SAM
28
SignalPoint Asset Management
Missouri
$415K -$484 -6 -0.1%
Susquehanna International Group
29
Susquehanna International Group
Pennsylvania
$393K -$307K -3,804 -42%
SC
30
Scotia Capital
Ontario, Canada
$383K -$123K -1,530 -23%
EH
31
Equitable Holdings
New York
$306K
MWM
32
Maltin Wealth Management
New Jersey
$297K +$54K +669 +20%
GWM
33
Geneos Wealth Management
Colorado
$292K -$595K -7,370 -65%
SWP
34
Stratos Wealth Partners
Ohio
$276K -$16.1K -199 -5%
CA
35
Calton & Associates
Florida
$266K -$1.42M -17,644 -83%
APA
36
American Portfolios Advisors
New York
$251K +$403 +5 +0.1%
SPC
37
Sigma Planning Corp
Michigan
$246K
JFA
38
JNBA Financial Advisors
Minnesota
$217K -$16.9K -210 -7%
RJFSA
39
Raymond James Financial Services Advisors
Florida
$208K +$1.53K +19 +0.7%
SWM
40
Selective Wealth Management
Virginia
$173K +$1.45K +18 +0.8%
SPIA
41
Steward Partners Investment Advisory
New York
$120K
BAM
42
Belpointe Asset Management
Nevada
$119K -$5.57K -69 -4%
MIM
43
MTM Investment Management
South Carolina
$108K
Qube Research & Technologies (QRT)
44
Qube Research & Technologies (QRT)
United Kingdom
$107K +$105K +1,299 +1,031%
LSA
45
Lansing Street Advisors
Pennsylvania
$69K +$1.77K +22 +2%
Fidelity Investments
46
Fidelity Investments
Massachusetts
$58K +$8.07K +100 +15%
BAM
47
Bellevue Asset Management
Washington
$51K
CIAS
48
Capital Investment Advisory Services
North Carolina
$41K +$161 +2 +0.4%
GRP
49
Global Retirement Partners
California
$33K +$24.2K +300 +300%
NMG
50
New Millennium Group
Utah
$25K -$81 -1 -0.3%