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Invesco Dorsey Wright Consumer Staples Momentum ETF

57 hedge funds and large institutions have $35.2M invested in Invesco Dorsey Wright Consumer Staples Momentum ETF in 2024 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 11 increasing their positions, 21 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 2

12% more funds holding

Funds holding: 5157 (+6)

12% more capital invested

Capital invested by funds: $31.5M → $35.2M (+$3.69M)

9.89% more ownership

Funds ownership: 28.63%38.52% (+9.9%)

48% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 21

Holders
57
Holders Change
+6
Holders Change %
+11.76%
% of All Funds
0.75%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
11
Reduced
21
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
26
Geneos Wealth Management
Colorado
$265K -$15.8K -150 -6%
JFA
27
JNBA Financial Advisors
Minnesota
$255K -$8.62K -82 -3%
BEI
28
Benjamin Edwards Inc
Missouri
$247K +$247K +2,351 New
MWM
29
Meridian Wealth Management
Kentucky
$212K
SPIA
30
Steward Partners Investment Advisory
New York
$168K
TRCT
31
Tower Research Capital (TRC)
New York
$161K -$285K -2,716 -64%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$157K
MIM
33
MTM Investment Management
South Carolina
$139K
TFA
34
Transamerica Financial Advisors
Florida
$110K -$736 -7 -0.7%
GRP
35
Global Retirement Partners
California
$89.9K +$16K +152 +22%
Fidelity Investments
36
Fidelity Investments
Massachusetts
$89.8K -$105 -1 -0.1%
MCM
37
Manchester Capital Management
Vermont
$63K
CAL
38
Capital Analysts LLC
Pennsylvania
$61K -$12.6K -120 -17%
BAM
39
Bellevue Asset Management
Washington
$60.8K
CIAS
40
Capital Investment Advisory Services
North Carolina
$59.6K +$105 +1 +0.2%
MCM
41
MAI Capital Management
Ohio
$34.6K +$34.7K +330 New
NMG
42
New Millennium Group
Utah
$29.3K +$105 +1 +0.4%
HR
43
Howe & Rusling
New York
$27.3K -$14.8K -141 -35%
Jones Financial Companies
44
Jones Financial Companies
Missouri
$26.4K +$19.2K +183 +265%
AF
45
Atala Financial
California
$21.2K +$21.2K +202 New
CICI
46
Capital Investment Counsel Inc
North Carolina
$21K
Comerica Bank
47
Comerica Bank
Texas
$14.2K
SFCL
48
Strengthening Families & Communities LLC
Massachusetts
$11K
AssetMark Inc
49
AssetMark Inc
California
$10.5K
HI
50
Harbour Investments
Wisconsin
$10.3K