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Invesco Dorsey Wright Consumer Staples Momentum ETF
48 hedge funds and large institutions have $50.6M invested in Invesco Dorsey Wright Consumer Staples Momentum ETF in 2020 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 15 increasing their positions, 15 reducing their positions, and 11 closing their positions.
New
Increased
Maintained
Reduced
Closed
0% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 15
2.67% less ownership
Funds ownership: 47.6% → 44.93% (-2.7%)
11% less funds holding
Funds holding: 54 → 48 (-6)
36% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 11
38% less capital invested
Capital invested by funds: $81.1M → $50.6M (-$30.5M)
Holders
48
Holders Change
-6
Holders Change %
-11.11%
% of All Funds
1.06%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
15
Reduced
15
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$9.93M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$5.98M |
| 3 |
Morgan Stanley
New York
|
-$4.65M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$394K |
| 5 |
WWM
Western Wealth Management
Golden,
Colorado
|
-$362K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MWM
51
Maltin Wealth Management
Ridgewood,
New Jersey
| – | -$244K | -3,299 | Closed |
|
|
MWM
52
Mission Wealth Management
Santa Barbara,
California
| – | -$241K | -3,250 | Closed |
|
|
CAM
53
Concorde Asset Management
Ann Arbor,
Michigan
| – | -$231K | -3,120 | Closed |
|
|
MA
54
Mutual Advisors
Omaha,
Nebraska
| – | -$218K | -2,942 | Closed |
|
|
SPC
55
Sigma Planning Corp
Ann Arbor,
Michigan
| – | -$208K | -2,808 | Closed |
|
|
ASN
56
Advisory Services Network
Atlanta,
Georgia
| – | -$142K | -1,913 | Closed |
|
|
SIC
57
Samalin Investment Counsel
Chappaqua,
New York
| – | -$13K | -182 | Closed |
|
58
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| – | -$6K | -78 | Closed |
|
|
IFWM
59
Institute for Wealth Management
Denver,
Colorado
| – | -$5K | -72 | Closed |
|