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Invesco Dorsey Wright Consumer Staples Momentum ETF

48 hedge funds and large institutions have $33.7M invested in Invesco Dorsey Wright Consumer Staples Momentum ETF in 2023 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 12 increasing their positions, 24 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.57% more ownership

Funds ownership: 39.88%40.45% (+0.57%)

0% more capital invested

Capital invested by funds: $33.6M → $33.7M (+$70.1K)

4% less funds holding

Funds holding: 5048 (-2)

40% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 5

50% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 24

Holders
48
Holders Change
-2
Holders Change %
-4%
% of All Funds
0.7%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
12
Reduced
24
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
26
Janney Montgomery Scott
Pennsylvania
$279K -$65K -773 -20%
JFA
27
JNBA Financial Advisors
Minnesota
$264K -$2.1K -25 -0.9%
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
$249K +$229K +2,722 New
TFA
29
Transamerica Financial Advisors
Florida
$201K -$251K -2,988 -58%
SPIA
30
Steward Partners Investment Advisory
New York
$146K
MIM
31
MTM Investment Management
South Carolina
$122K
Fidelity Investments
32
Fidelity Investments
Massachusetts
$76.1K +$3.19K +38 +5%
GRP
33
Global Retirement Partners
California
$65.2K +$252 +3 +0.4%
CAL
34
Capital Analysts LLC
Pennsylvania
$62K +$37.2K +442 +184%
MCM
35
Manchester Capital Management
Vermont
$54.9K
BAM
36
Bellevue Asset Management
Washington
$53.1K
CIAS
37
Capital Investment Advisory Services
North Carolina
$51.7K +$252 +3 +0.5%
BFEC
38
Benjamin F. Edwards & Company
Missouri
$41K -$2.61K -31 -6%
NMG
39
New Millennium Group
Utah
$25.4K +$84 +1 +0.4%
ASN
40
Advisory Services Network
Georgia
$25.3K +$23.2K +276 New
Comerica Bank
41
Comerica Bank
Texas
$15.9K -$12.9K -154 -47%
SFCL
42
Strengthening Families & Communities LLC
Massachusetts
$9.49K +$84 +1 +1%
PNC Financial Services Group
43
PNC Financial Services Group
Pennsylvania
$8.51K -$18.5K -220 -70%
Qube Research & Technologies (QRT)
44
Qube Research & Technologies (QRT)
United Kingdom
$3.02K -$3.36K -40 -55%
ACA
45
Aptus Capital Advisors
Alabama
$1.28K
GWANC
46
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.27K
NA
47
NewEdge Advisors
Louisiana
$641 +$588 +7 New
SS
48
Sunbelt Securities
Texas
$366
SPC
49
Sigma Planning Corp
Michigan
-$3.13M -37,451 Closed
IMC Chicago
50
IMC Chicago
Illinois
-$1.44M -17,216 Closed