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Invesco Dorsey Wright Consumer Staples Momentum ETF

58 hedge funds and large institutions have $34.8M invested in Invesco Dorsey Wright Consumer Staples Momentum ETF in 2025 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 16 increasing their positions, 15 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

2% more funds holding

Funds holding: 5758 (+1)

7% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 15

4.73% less ownership

Funds ownership: 41.13%36.4% (-4.7%)

20% less capital invested

Capital invested by funds: $43.7M → $34.8M (-$8.88M)

Holders
58
Holders Change
+1
Holders Change %
+1.75%
% of All Funds
0.76%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
16
Reduced
15
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWP
26
Stratos Wealth Partners
Ohio
$322K -$2.1K -19 -0.6%
GWM
27
Geneos Wealth Management
Colorado
$277K
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$260K -$64K -580 -20%
BEI
29
Benjamin Edwards Inc
Missouri
$258K
JFA
30
JNBA Financial Advisors
Minnesota
$237K
MWM
31
Meridian Wealth Management
Kentucky
$222K
Stifel Financial
32
Stifel Financial
Missouri
$212K +$213K +1,929 New
SWM
33
Selective Wealth Management
Virginia
$207K +$110 +1 +0.1%
SPIA
34
Steward Partners Investment Advisory
New York
$176K
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$170K -$79.9K -724 -32%
Fidelity Investments
36
Fidelity Investments
Massachusetts
$133K +$11.3K +102 +9%
MIM
37
MTM Investment Management
South Carolina
$98.8K -$47.5K -430 -32%
GRP
38
Global Retirement Partners
California
$92.8K +$221 +2 +0.2%
NWM
39
Nova Wealth Management
Florida
$90.9K -$42.9K -389 -32%
MCM
40
Manchester Capital Management
Vermont
$66K
BAM
41
Bellevue Asset Management
Washington
$63.8K
CIAS
42
Capital Investment Advisory Services
North Carolina
$62.9K +$110 +1 +0.2%
CAL
43
Capital Analysts LLC
Pennsylvania
$57K -$5.63K -51 -9%
RF
44
Rossby Financial
Florida
$38.9K
MCM
45
MAI Capital Management
Ohio
$36.3K
NMG
46
New Millennium Group
Utah
$30.9K +$110 +1 +0.4%
US Bancorp
47
US Bancorp
Minnesota
$25.1K +$25.2K +228 New
TFA
48
Transamerica Financial Advisors
Florida
$21.5K -$8.72K -79 -29%
KFI
49
Key Financial Inc
Pennsylvania
$12K
SFCL
50
Strengthening Families & Communities LLC
Massachusetts
$11.4K -$110 -1 -1%