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Invesco Dorsey Wright Consumer Staples Momentum ETF
51 hedge funds and large institutions have $27.1M invested in Invesco Dorsey Wright Consumer Staples Momentum ETF in 2024 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 10 increasing their positions, 16 reducing their positions, and 7 closing their positions.
New
Increased
Maintained
Reduced
Closed
4% less funds holding
Funds holding: 53 → 51 (-2)
4.18% less ownership
Funds ownership: 36.56% → 32.38% (-4.2%)
14% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 7
15% less capital invested
Capital invested by funds: $31.7M → $27.1M (-$4.64M)
38% less repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 16
Holders
51
Holders Change
-2
Holders Change %
-3.77%
% of All Funds
0.74%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
10
Reduced
16
Closed
7
Calls
$204K
Puts
–
Net Calls
+$204K
Net Calls Change
-$99K
Top Buyers
Top Sellers
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.19M |
| 2 |
Truist Financial
Charlotte,
North Carolina
|
-$1.08M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$565K |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$500K |
| 5 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
-$432K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Comerica Bank
Dallas,
Texas
| $97 | – | – | – |
|
|
52
Envestnet Asset Management
Chicago,
Illinois
| – | -$1.19M | -12,161 | Closed |
|
|
53
Truist Financial
Charlotte,
North Carolina
| – | -$1.08M | -11,091 | Closed |
|
|
BRWA
54
B. Riley Wealth Advisors
Boca Raton,
Florida
| – | -$432K | -5,172 | Closed |
|
|
55
Citadel Advisors
Miami,
Florida
| – | -$500K | -5,121 | Closed |
|
|
GM
56
GeoWealth Management
Chicago,
Illinois
| – | -$219K | -2,247 | Closed |
|
|
ACA
57
Aptus Capital Advisors
Fairhope,
Alabama
| – | -$1.37K | -14 | Closed |
|
|
GWANC
58
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
| – | -$1.36K | -14 | Closed |
|