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Invesco Dorsey Wright Consumer Staples Momentum ETF

53 hedge funds and large institutions have $31.7M invested in Invesco Dorsey Wright Consumer Staples Momentum ETF in 2024 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 7 increasing their positions, 24 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 2

10% more funds holding

Funds holding: 4853 (+5)

3.89% less ownership

Funds ownership: 40.45%36.56% (-3.9%)

6% less capital invested

Capital invested by funds: $33.7M → $31.7M (-$1.97M)

71% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 24

Holders
53
Holders Change
+5
Holders Change %
+10.42%
% of All Funds
0.76%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
7
Reduced
24
Closed
2
Calls
$303K
Puts
Net Calls
+$303K
Net Calls Change
+$303K
Name Holding Trade Value Shares
Change
Change in
Stake
SWP
26
Stratos Wealth Partners
Ohio
$330K -$13K -139 -4%
SPC
27
Sigma Planning Corp
Michigan
$312K +$300K +3,198 New
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$280K -$17.9K -191 -6%
JFA
29
JNBA Financial Advisors
Minnesota
$279K -$2.63K -28 -1%
GWM
30
Geneos Wealth Management
Colorado
$261K -$35.2K -375 -12%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$251K -$76K -810 -24%
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
$229K -$35.7K -381 -14%
GM
33
GeoWealth Management
Illinois
$219K +$211K +2,247 New
SPIA
34
Steward Partners Investment Advisory
New York
$156K
TFA
35
Transamerica Financial Advisors
Florida
$155K -$56.9K -607 -28%
MIM
36
MTM Investment Management
South Carolina
$130K
Fidelity Investments
37
Fidelity Investments
Massachusetts
$76.7K -$4.41K -47 -6%
GRP
38
Global Retirement Partners
California
$59.9K -$9.29K -99 -14%
MCM
39
Manchester Capital Management
Vermont
$58.6K
BAM
40
Bellevue Asset Management
Washington
$56.6K
CIAS
41
Capital Investment Advisory Services
North Carolina
$55.3K +$94 +1 +0.2%
BFEC
42
Benjamin F. Edwards & Company
Missouri
$44K
CAL
43
Capital Analysts LLC
Pennsylvania
$40K -$25.7K -274 -40%
SFCL
44
Strengthening Families & Communities LLC
Massachusetts
$10K
HI
45
Harbour Investments
Wisconsin
$9.57K +$9.19K +98 New
PNC Financial Services Group
46
PNC Financial Services Group
Pennsylvania
$9.08K
FDCDDQ
47
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.37K -$428K -4,558 -99%
Qube Research & Technologies (QRT)
48
Qube Research & Technologies (QRT)
United Kingdom
$3.22K
ACA
49
Aptus Capital Advisors
Alabama
$1.37K
GWANC
50
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.36K