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Invesco Dorsey Wright Consumer Staples Momentum ETF

37 hedge funds and large institutions have $65.7M invested in Invesco Dorsey Wright Consumer Staples Momentum ETF in 2018 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 16 increasing their positions, 8 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 4

100% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 8

31% more capital invested

Capital invested by funds: $50.2M → $65.7M (+$15.5M)

16% more funds holding

Funds holding: 3237 (+5)

1.08% less ownership

Funds ownership: 45.75%44.67% (-1.1%)

Holders
37
Holders Change
+5
Holders Change %
+15.63%
% of All Funds
0.85%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
16
Reduced
8
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$13.5M +$6.75M +93,741 +99%
AG
2
Advisor Group
Arizona
$13.4M +$2.45M +34,061 +22%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$9.2M +$385K +5,344 +4%
Bank of America
4
Bank of America
North Carolina
$4.25M -$62.7K -871 -1%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$3.99M +$2.03M +28,214 +104%
Wells Fargo
6
Wells Fargo
California
$3.13M +$1.2M +16,704 +62%
Goldman Sachs
7
Goldman Sachs
New York
$3.1M
Citadel Advisors
8
Citadel Advisors
Florida
$1.85M +$1,000K +13,895 +117%
Jane Street
9
Jane Street
New York
$1.85M +$1.61M +22,373 +666%
LPL Financial
10
LPL Financial
California
$1.71M +$25.7K +357 +2%
UBS Group
11
UBS Group
Switzerland
$1.04M +$558K +7,754 +115%
PAG
12
Private Advisor Group
New Jersey
$944K +$946K +13,151 New
Stifel Financial
13
Stifel Financial
Missouri
$883K +$272K +3,774 +44%
GWM
14
Geneos Wealth Management
Colorado
$873K +$72 +1 +0%
Ameriprise
15
Ameriprise
Minnesota
$743K +$82.9K +1,152 +13%
Citigroup
16
Citigroup
New York
$740K -$28.1K -391 -4%
MCM
17
Murphy Capital Management
New Jersey
$724K -$1.08K -15 -0.1%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$548K -$3.89K -54 -0.7%
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$495K +$60.5K +841 +14%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$495K +$101K +1,398 +25%
SAM
21
SignalPoint Asset Management
Missouri
$457K
CAM
22
Concorde Asset Management
Michigan
$419K -$80K -1,112 -16%
RJA
23
Raymond James & Associates
Florida
$360K +$19.7K +274 +6%
FAAS
24
First Allied Advisory Services
California
$326K +$325K +4,516 New
FDCDDQ
25
Federation des caisses Desjardins du Quebec
Quebec, Canada
$258K +$25.1K +349 +11%