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Invesco Dorsey Wright Consumer Staples Momentum ETF
52 hedge funds and large institutions have $222M invested in Invesco Dorsey Wright Consumer Staples Momentum ETF in 2016 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 14 increasing their positions, 29 reducing their positions, and 9 closing their positions.
New
Increased
Maintained
Reduced
Closed
3.13% less ownership
Funds ownership: 72.11% → 68.98% (-3.1%)
10% less funds holding
Funds holding: 58 → 52 (-6)
16% less capital invested
Capital invested by funds: $264M → $222M (-$41.9M)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
52% less repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 29
67% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 9
Holders
52
Holders Change
-6
Holders Change %
-10.34%
% of All Funds
1.39%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
3
Increased
14
Reduced
29
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
Invesco
Atlanta,
Georgia
|
+$5.52M |
| 2 |
Goldman Sachs
New York
|
+$2.28M |
| 3 |
AIG
American International Group
New York
|
+$2.17M |
| 4 |
VF
Virtu Financial
New York
|
+$2.05M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$1.73M |
Top Sellers
| 1 |
Morgan Stanley
New York
|
-$12M |
| 2 |
TFA
Transamerica Financial Advisors
St. Petersburg,
Florida
|
-$10.3M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$6.21M |
| 4 |
SI
Stephens Inc
Little Rock,
Arkansas
|
-$5.39M |
| 5 |
FMP
Financial Management Professionals
Austin,
Texas
|
-$4.86M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RFWA
51
RPg Family Wealth Advisory
Burlington,
Massachusetts
| $12.1K | -$56K | -1,015 | -83% |
|
|
MFW
52
Mosaic Family Wealth
St. Louis,
Missouri
| $12K | – | – | – |
|
|
FMP
53
Financial Management Professionals
Austin,
Texas
| – | -$4.86M | -85,637 | Closed |
|
|
WA
54
WESPAC Advisors
Orinda,
California
| – | -$1.08M | -18,939 | Closed |
|
|
KCM
55
Karp Capital Management
Sausalito,
California
| – | -$375K | -6,600 | Closed |
|
56
Cambridge Investment Research Advisors
Fairfield,
Iowa
| – | -$240K | -4,220 | Closed |
|
|
AFP
57
Ausdal Financial Partners
Davenport,
Iowa
| – | -$43K | -765 | Closed |
|
|
ADL
58
Asset Dedication LLC
San Francisco,
California
| – | -$41K | -722 | Closed |
|
|
IA
59
IFP Advisors
Tampa,
Florida
| – | -$36K | -632 | Closed |
|
|
DADC
60
D.A. Davidson & Co
Great Falls,
Montana
| – | -$14K | -250 | Closed |
|