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Invesco Dorsey Wright Consumer Staples Momentum ETF

32 hedge funds and large institutions have $50.2M invested in Invesco Dorsey Wright Consumer Staples Momentum ETF in 2018 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 6 increasing their positions, 11 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

35% more capital invested

Capital invested by funds: $37.3M → $50.2M (+$12.9M)

10% more funds holding

Funds holding: 2932 (+3)

1.28% more ownership

Funds ownership: 44.48%45.75% (+1.3%)

45% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 11

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
32
Holders Change
+3
Holders Change %
+10.34%
% of All Funds
0.73%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
6
Increased
6
Reduced
11
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AG
1
Advisor Group
Arizona
$10.8M +$2.78M +40,302 +36%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$8.71M +$8.48M +122,932 New
Morgan Stanley
3
Morgan Stanley
New York
$6.73M +$2.8M +40,588 +75%
Bank of America
4
Bank of America
North Carolina
$4.26M +$238K +3,453 +6%
Goldman Sachs
5
Goldman Sachs
New York
$3.06M
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$1.93M +$1.13M +16,342 +150%
Wells Fargo
7
Wells Fargo
California
$1.9M -$149K -2,166 -7%
LPL Financial
8
LPL Financial
California
$1.66M +$245K +3,558 +18%
WI
9
WBI Investments
New Jersey
$1.24M +$1.21M +17,544 New
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$955K
GWM
11
Geneos Wealth Management
Colorado
$862K +$840K +12,178 New
Citadel Advisors
12
Citadel Advisors
Florida
$839K +$818K +11,855 New
Citigroup
13
Citigroup
New York
$755K -$108K -1,565 -13%
MCM
14
Murphy Capital Management
New Jersey
$716K
Ameriprise
15
Ameriprise
Minnesota
$652K -$27.8K -403 -4%
Stifel Financial
16
Stifel Financial
Missouri
$603K +$188K +2,724 +47%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$544K -$474K -6,872 -47%
CAM
18
Concorde Asset Management
Michigan
$497K -$268K -3,881 -36%
UBS Group
19
UBS Group
Switzerland
$476K -$200K -2,895 -30%
SAM
20
SignalPoint Asset Management
Missouri
$451K
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$406K
AIM
22
Advantage Investment Management
Iowa
$389K -$6.25M -90,597 -94%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$389K +$379K +5,497 New
RJA
24
Raymond James & Associates
Florida
$336K +$328K +4,747 New
JFA
25
JNBA Financial Advisors
Minnesota
$250K