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Invesco Dorsey Wright Consumer Staples Momentum ETF
54 hedge funds and large institutions have $57.4M invested in Invesco Dorsey Wright Consumer Staples Momentum ETF in 2023 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 16 increasing their positions, 18 reducing their positions, and 8 closing their positions.
New
Increased
Maintained
Reduced
Closed
13% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 8
10.86% more ownership
Funds ownership: 38.51% → 49.37% (+11%)
2% more funds holding
Funds holding: 53 → 54 (+1)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
4% less capital invested
Capital invested by funds: $59.7M → $57.4M (-$2.25M)
11% less repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 18
Holders
54
Holders Change
+1
Holders Change %
+1.89%
% of All Funds
0.85%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
9
Increased
16
Reduced
18
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
Morgan Stanley
New York
|
+$1.29M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$1.02M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$284K |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
+$266K |
| 5 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
+$203K |
Top Sellers
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$1.94M |
| 2 |
SA
SFI Advisors
Montclair,
New Jersey
|
-$1.51M |
| 3 |
IMC Chicago
Chicago,
Illinois
|
-$1.42M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.02M |
| 5 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
-$698K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Qube Research & Technologies (QRT)
London,
United Kingdom
| $3.54K | -$20.1K | -232 | -88% |
|
|
ACA
52
Aptus Capital Advisors
Fairhope,
Alabama
| $1.22K | – | – | – |
|
|
GWANC
53
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
| $1.2K | – | – | – |
|
|
SS
54
Sunbelt Securities
Houston,
Texas
| $347 | +$346 | +4 | New |
|
|
55
IMC Chicago
Chicago,
Illinois
| – | -$1.42M | -16,536 | Closed |
|
56
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$335K | -3,895 | Closed |
|
|
PAG
57
Private Advisor Group
Morristown,
New Jersey
| – | -$305K | -3,538 | Closed |
|
|
ASN
58
Advisory Services Network
Atlanta,
Georgia
| – | -$101K | -1,172 | Closed |
|
|
BAM
59
Belpointe Asset Management
Reno,
Nevada
| – | -$100K | -1,161 | Closed |
|
|
AP
60
Advisors Preferred
Rockville,
Maryland
| – | -$19.7K | -227 | Closed |
|
|
IA
61
IFP Advisors
Tampa,
Florida
| – | -$8.88K | -128 | Closed |
|
|
NA
62
NewEdge Advisors
New Orleans,
Louisiana
| – | -$1.72K | -20 | Closed |
|