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Invesco Dorsey Wright Consumer Staples Momentum ETF

32 hedge funds and large institutions have $23.7M invested in Invesco Dorsey Wright Consumer Staples Momentum ETF in 2017 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 22 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% less funds holding

Funds holding: 3432 (-2)

8.35% less ownership

Funds ownership: 43.38%35.03% (-8.4%)

23% less capital invested

Capital invested by funds: $31M → $23.7M (-$7.27M)

33% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 3

86% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 22

Holders
32
Holders Change
-2
Holders Change %
-5.88%
% of All Funds
0.8%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
3
Reduced
22
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$3.38M -$119K -1,962 -3%
Morgan Stanley
2
Morgan Stanley
New York
$3.04M -$78.3K -1,292 -3%
Goldman Sachs
3
Goldman Sachs
New York
$2.66M
Wells Fargo
4
Wells Fargo
California
$1.82M -$798K -13,173 -31%
Citigroup
5
Citigroup
New York
$1.38M -$146K -2,417 -10%
LPL Financial
6
LPL Financial
California
$1.31M -$280K -4,618 -18%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$943K -$960K -15,836 -51%
UBS Group
8
UBS Group
Switzerland
$914K -$137K -2,263 -13%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$830K
PAG
10
Private Advisor Group
New Jersey
$824K -$33.3K -550 -4%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$778K -$25.1K -414 -3%
SI
12
SII Investments
Wisconsin
$671K -$23.1K -381 -3%
MCM
13
Murphy Capital Management
New Jersey
$613K -$9.09K -150 -1%
Jane Street
14
Jane Street
New York
$591K -$1.76M -29,102 -75%
Ameriprise
15
Ameriprise
Minnesota
$582K +$121 +2 +0%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$409K +$403K +6,650 New
CAM
17
Concorde Asset Management
Michigan
$403K -$108K -1,782 -21%
SAM
18
SignalPoint Asset Management
Missouri
$392K -$3.2M -52,759 -89%
Stifel Financial
19
Stifel Financial
Missouri
$370K -$206K -3,398 -36%
AG
20
Advisor Group
Arizona
$354K -$73.5K -1,212 -17%
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$332K -$85.4K -1,409 -21%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$311K -$104K -1,720 -25%
FDCDDQ
23
Federation des caisses Desjardins du Quebec
Quebec, Canada
$239K +$9.88K +163 +4%
JFA
24
JNBA Financial Advisors
Minnesota
$218K
WAP
25
Wealthcare Advisory Partners
Pennsylvania
$154K +$90.4K +1,491 +148%