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Invesco Dorsey Wright Consumer Staples Momentum ETF

61 hedge funds and large institutions have $84.3M invested in Invesco Dorsey Wright Consumer Staples Momentum ETF in 2022 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 18 increasing their positions, 22 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 3

49% more capital invested

Capital invested by funds: $56.7M → $84.3M (+$27.5M)

13% more funds holding

Funds holding: 5461 (+7)

9.17% more ownership

Funds ownership: 51.56%60.72% (+9.2%)

18% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 22

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
61
Holders Change
+7
Holders Change %
+12.96%
% of All Funds
0.98%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
11
Increased
18
Reduced
22
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BRWA
26
B. Riley Wealth Advisors
Florida
$531K +$7.49K +91 +1%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$520K +$26K +316 +5%
Citadel Advisors
28
Citadel Advisors
Florida
$482K -$542K -6,589 -53%
FDCDDQ
29
Federation des caisses Desjardins du Quebec
Quebec, Canada
$478K +$12.2K +148 +3%
SAM
30
SignalPoint Asset Management
Missouri
$457K -$2.06K -25 -0.5%
PSF
31
Pacific Sun Financial
California
$445K -$15.2K -185 -3%
MWM
32
Maltin Wealth Management
New Jersey
$416K +$87.6K +1,064 +27%
PAG
33
Private Advisor Group
New Jersey
$364K +$98.2K +1,193 +4%
EH
34
Equitable Holdings
New York
$338K
SC
35
Scotia Capital
Ontario, Canada
$325K -$98.2K -1,193 -23%
GWM
36
Geneos Wealth Management
Colorado
$323K
SWP
37
Stratos Wealth Partners
Ohio
$305K +$82 +1 +0%
SPC
38
Sigma Planning Corp
Michigan
$272K
CA
39
Calton & Associates
Florida
$263K -$30.9K -375 -11%
JFA
40
JNBA Financial Advisors
Minnesota
$240K
RJFSA
41
Raymond James Financial Services Advisors
Florida
$226K -$3.7K -45 -2%
SPIA
42
Steward Partners Investment Advisory
New York
$132K
BAM
43
Belpointe Asset Management
Nevada
$122K -$8.8K -107 -7%
MIM
44
MTM Investment Management
South Carolina
$119K
Qube Research & Technologies (QRT)
45
Qube Research & Technologies (QRT)
United Kingdom
$117K -$411 -5 -0.4%
ASN
46
Advisory Services Network
Georgia
$96.9K +$96.4K +1,172 New
MCC
47
Money Concepts Capital
Florida
$90.1K +$89.7K +1,090 New
Fidelity Investments
48
Fidelity Investments
Massachusetts
$55.9K -$8.23K -100 -13%
BAM
49
Bellevue Asset Management
Washington
$55.8K
CIAS
50
Capital Investment Advisory Services
North Carolina
$46K +$329 +4 +0.7%