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Invesco Dorsey Wright Consumer Staples Momentum ETF

33 hedge funds and large institutions have $43.2M invested in Invesco Dorsey Wright Consumer Staples Momentum ETF in 2015 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 11 increasing their positions, 6 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 6

57% more capital invested

Capital invested by funds: $27.6M → $43.2M (+$15.6M)

43% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 7

10% more funds holding

Funds holding: 3033 (+3)

3.8% more ownership

Funds ownership: 43.38%47.18% (+3.8%)

Holders
33
Holders Change
+3
Holders Change %
+10%
% of All Funds
0.88%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
11
Reduced
6
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$10.6M +$5.3M +101,028 +106%
Wells Fargo
2
Wells Fargo
California
$6.78M +$3.67M +70,084 +126%
Bank of America
3
Bank of America
North Carolina
$4.53M -$719K -13,710 -14%
UBS Group
4
UBS Group
Switzerland
$4.47M +$3.56M +67,916 +452%
RJA
5
Raymond James & Associates
Florida
$2.55M +$2.48M +47,267 New
LPL Financial
6
LPL Financial
California
$2.47M +$691K +13,183 +40%
Ameriprise
7
Ameriprise
Minnesota
$1.42M +$511K +9,739 +59%
Jane Street
8
Jane Street
New York
$1.34M -$834K -15,903 -39%
CAN
9
Cetera Advisor Networks
California
$1.21M +$500K +9,544 +74%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$1.14M -$793K -15,132 -42%
Stifel Financial
11
Stifel Financial
Missouri
$1.14M +$1.11M +21,102 New
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$832K +$162K +3,086 +25%
B
13
Baird
Wisconsin
$632K +$615K +11,729 New
MCM
14
Murphy Capital Management
New Jersey
$603K -$8.91K -170 -1%
SAM
15
SignalPoint Asset Management
Missouri
$526K -$2.34M -44,597 -82%
WI
16
WBI Investments
New Jersey
$476K +$463K +8,824 New
WA
17
WESPAC Advisors
California
$454K +$49K +934 +12%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$369K +$134K +2,561 +60%
Citigroup
19
Citigroup
New York
$271K +$263K +5,025 New
JFA
20
JNBA Financial Advisors
Minnesota
$268K
KCM
21
Karp Capital Management
California
$248K
SI
22
SII Investments
Wisconsin
$207K +$200K +3,823 New
AIG
23
American International Group
New York
$166K +$82.3K +1,570 +104%
LTFS
24
Ladenburg Thalmann Financial Services
Florida
$147K +$78.4K +1,495 +123%
AIM
25
Advantage Investment Management
Iowa
$116K +$113K +2,155 New