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Invesco Dorsey Wright Consumer Staples Momentum ETF

51 hedge funds and large institutions have $31.5M invested in Invesco Dorsey Wright Consumer Staples Momentum ETF in 2024 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 17 increasing their positions, 14 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

21% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 14

16% more capital invested

Capital invested by funds: $27.1M → $31.5M (+$4.42M)

0% more funds holding

Funds holding: 5151 (0)

3.75% less ownership

Funds ownership: 32.38%28.63% (-3.7%)

Holders
51
Holders Change
Holders Change %
0%
% of All Funds
0.73%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
17
Reduced
14
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JFA
26
JNBA Financial Advisors
Minnesota
$256K -$33.4K -338 -12%
MWM
27
Meridian Wealth Management
Kentucky
$206K +$200K +2,022 New
SS
28
Sunbelt Securities
Texas
$191K +$185K +1,871 +46,775%
SPIA
29
Steward Partners Investment Advisory
New York
$163K
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$152K -$48.2K -488 -25%
MIM
31
MTM Investment Management
South Carolina
$134K
TFA
32
Transamerica Financial Advisors
Florida
$108K -$52K -527 -33%
Fidelity Investments
33
Fidelity Investments
Massachusetts
$87.2K +$6.91K +70 +9%
GRP
34
Global Retirement Partners
California
$71.8K +$8.98K +91 +15%
CAL
35
Capital Analysts LLC
Pennsylvania
$71K +$21.1K +214 +44%
MCM
36
Manchester Capital Management
Vermont
$61.1K
BAM
37
Bellevue Asset Management
Washington
$59.1K
CIAS
38
Capital Investment Advisory Services
North Carolina
$57.8K
HR
39
Howe & Rusling
New York
$40.8K +$39.6K +401 New
NMG
40
New Millennium Group
Utah
$28.3K
CICI
41
Capital Investment Counsel Inc
North Carolina
$20.4K
Comerica Bank
42
Comerica Bank
Texas
$13.7K +$13.2K +134 +13,400%
SFCL
43
Strengthening Families & Communities LLC
Massachusetts
$10.6K
AssetMark Inc
44
AssetMark Inc
California
$10.2K
HI
45
Harbour Investments
Wisconsin
$9.98K
PNC Financial Services Group
46
PNC Financial Services Group
Pennsylvania
$9.47K
Jones Financial Companies
47
Jones Financial Companies
Missouri
$7.04K +$1.38K +14 +25%
FDCDDQ
48
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.6K
Qube Research & Technologies (QRT)
49
Qube Research & Technologies (QRT)
United Kingdom
$3.36K
US Bancorp
50
US Bancorp
Minnesota
$2.24K +$2.17K +22 New