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Invesco Dorsey Wright Consumer Staples Momentum ETF

56 hedge funds and large institutions have $38.6M invested in Invesco Dorsey Wright Consumer Staples Momentum ETF in 2026 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 10 increasing their positions, 23 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more capital invested

Capital invested by funds: $34.6M → $38.6M (+$3.93M)

1.84% more ownership

Funds ownership: 41.53%43.38% (+1.8%)

5% less funds holding

Funds holding: 5956 (-3)

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

57% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 23

Holders
56
Holders Change
-3
Holders Change %
-5.08%
% of All Funds
0.69%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
10
Reduced
23
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Raymond James Financial
26
Raymond James Financial
Florida
$264K -$41.8K -381 -14%
TRCT
27
Tower Research Capital (TRC)
New York
$260K -$111K -1,015 -30%
GWM
28
Geneos Wealth Management
Colorado
$257K
BEI
29
Benjamin Edwards Inc
Missouri
$254K -$19.2K -175 -7%
IWA
30
Independent Wealth Advisors
North Carolina
$250K -$22.3K -203 -8%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$243K -$61.4K -560 -20%
Janney Montgomery Scott
32
Janney Montgomery Scott
Pennsylvania
$230K +$232K +2,118 New
MWM
33
Meridian Wealth Management
Kentucky
$219K
SWM
34
Selective Wealth Management
Virginia
$203K +$203K +1,847 New
SPIA
35
Steward Partners Investment Advisory
New York
$174K
JFA
36
JNBA Financial Advisors
Minnesota
$174K -$6.25K -57 -3%
Fidelity Investments
37
Fidelity Investments
Massachusetts
$138K +$10.1K +92 +8%
SIS
38
Sound Income Strategies
Florida
$91.2K -$9.87K -90 -10%
MCM
39
MAI Capital Management
Ohio
$76.4K
CAL
40
Capital Analysts LLC
Pennsylvania
$74K
MCM
41
Manchester Capital Management
Vermont
$65.1K
BAM
42
Bellevue Asset Management
Washington
$63K
CIAS
43
Capital Investment Advisory Services
North Carolina
$62.3K +$110 +1 +0.2%
RF
44
Rossby Financial
Florida
$38.5K
TFA
45
Transamerica Financial Advisors
Florida
$19.9K -$1.32K -12 -6%
NWM
46
Nova Wealth Management
Florida
$14K
KFI
47
Key Financial Inc
Pennsylvania
$11.9K
SFCL
48
Strengthening Families & Communities LLC
Massachusetts
$11.3K
AssetMark Inc
49
AssetMark Inc
California
$10.9K
HI
50
Harbour Investments
Wisconsin
$10.6K