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Invesco Dorsey Wright Consumer Staples Momentum ETF
50 hedge funds and large institutions have $172M invested in Invesco Dorsey Wright Consumer Staples Momentum ETF in 2016 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 14 increasing their positions, 27 reducing their positions, and 7 closing their positions.
New
Increased
Maintained
Reduced
Closed
0.03% more ownership
Funds ownership: 66.91% → 66.94% (+0.03%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
9% less funds holding
Funds holding: 55 → 50 (-5)
10% less capital invested
Capital invested by funds: $192M → $172M (-$19.8M)
29% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 7
48% less repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 27
Holders
50
Holders Change
-5
Holders Change %
-9.09%
% of All Funds
1.33%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
5
Increased
14
Reduced
27
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$4.63M |
| 2 |
SAM
SignalPoint Asset Management
Springfield,
Missouri
|
+$3.04M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$2.28M |
| 4 |
Invesco
Atlanta,
Georgia
|
+$2.17M |
| 5 |
VF
Virtu Financial
New York
|
+$2.03M |
Top Sellers
| 1 |
Wells Fargo
San Francisco,
California
|
-$6.71M |
| 2 |
TFA
Transamerica Financial Advisors
St. Petersburg,
Florida
|
-$4.53M |
| 3 |
Goldman Sachs
New York
|
-$2.93M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$2.69M |
| 5 |
Morgan Stanley
New York
|
-$1.47M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Cambridge Investment Research Advisors
Fairfield,
Iowa
| – | -$565K | -9,676 | Closed |
|
52
SG Americas Securities
New York
| – | -$538K | -9,209 | Closed |
|
|
JFA
53
JNBA Financial Advisors
Bloomington,
Minnesota
| – | -$284K | -4,859 | Closed |
|
|
HFS
54
HL Financial Services
Louisville,
Kentucky
| – | -$222K | -3,794 | Closed |
|
55
Cetera Investment Advisers
Schaumburg,
Illinois
| – | -$209K | -3,565 | Closed |
|
|
RFWA
56
RPg Family Wealth Advisory
Burlington,
Massachusetts
| – | -$10.6K | -181 | Closed |
|