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Invesco Dorsey Wright Consumer Staples Momentum ETF

48 hedge funds and large institutions have $33.7M invested in Invesco Dorsey Wright Consumer Staples Momentum ETF in 2023 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 12 increasing their positions, 24 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.57% more ownership

Funds ownership: 39.88%40.45% (+0.57%)

0% more capital invested

Capital invested by funds: $33.6M → $33.7M (+$70.1K)

4% less funds holding

Funds holding: 5048 (-2)

40% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 5

50% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 24

Holders
48
Holders Change
-2
Holders Change %
-4%
% of All Funds
0.7%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
12
Reduced
24
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SA
51
SFI Advisors
New Jersey
-$232K -2,783 Closed
RJFSA
52
Raymond James Financial Services Advisors
Florida
-$211K -2,534 Closed
CICI
53
Capital Investment Counsel Inc
North Carolina
-$16.7K -200 Closed