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Invesco Dorsey Wright Consumer Staples Momentum ETF
53 hedge funds and large institutions have $59.7M invested in Invesco Dorsey Wright Consumer Staples Momentum ETF in 2023 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 16 increasing their positions, 21 reducing their positions, and 9 closing their positions.
New
Increased
Maintained
Reduced
Closed
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
13% less funds holding
Funds holding: 61 → 53 (-8)
22.22% less ownership
Funds ownership: 60.72% → 38.51% (-22%)
24% less repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 21
29% less capital invested
Capital invested by funds: $84.3M → $59.7M (-$24.6M)
78% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 9
Holders
53
Holders Change
-8
Holders Change %
-13.11%
% of All Funds
0.84%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
2
Increased
16
Reduced
21
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
| 1 |
Citigroup
New York
|
-$21.5M |
| 2 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$2.17M |
| 3 |
CPC
Consolidated Planning Corp
Atlanta,
Georgia
|
-$2.13M |
| 4 |
FHC
First Heartland Consultants
Lake St. Louis,
Missouri
|
-$2.04M |
| 5 |
LPL Financial
San Diego,
California
|
-$729K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ACA
51
Aptus Capital Advisors
Fairhope,
Alabama
| $1.18K | – | – | – |
|
|
GWANC
52
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
| $1.18K | – | – | – |
|
|
SFCL
53
Strengthening Families & Communities LLC
Boston,
Massachusetts
| $9 | – | – | – |
|
|
54
Citigroup
New York
| – | -$21.5M | -260,000 | Closed |
|
|
CPC
55
Consolidated Planning Corp
Atlanta,
Georgia
| – | -$2.13M | -25,733 | Closed |
|
|
FHC
56
First Heartland Consultants
Lake St. Louis,
Missouri
| – | -$2.04M | -24,658 | Closed |
|
|
CA
57
Calton & Associates
Tampa,
Florida
| – | -$263K | -3,180 | Closed |
|
|
MCC
58
Money Concepts Capital
Palm Beach Gardens,
Florida
| – | -$90.1K | -1,090 | Closed |
|
|
LSA
59
Lansing Street Advisors
Ambler,
Pennsylvania
| – | -$36.1K | -437 | Closed |
|
|
FA
60
Fiduciary Alliance
Greenville,
South Carolina
| – | -$25.8K | -312 | Closed |
|
|
USCWA
61
U.S. Capital Wealth Advisors
Austin,
Texas
| – | -$12.8K | -155 | Closed |
|
|
MWM
62
MinichMacGregor Wealth Management
Saratoga Springs,
New York
| – | -$2.15K | -26 | Closed |
|