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Invesco Dorsey Wright Consumer Staples Momentum ETF

45 hedge funds and large institutions have $81.2M invested in Invesco Dorsey Wright Consumer Staples Momentum ETF in 2019 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 10 increasing their positions, 14 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more capital invested

Capital invested by funds: $77.2M → $81.2M (+$4.02M)

3.85% more ownership

Funds ownership: 43.05%46.9% (+3.9%)

0% more funds holding

Funds holding: 4545 (0)

0% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 11

29% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 14

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
45
Holders Change
Holders Change %
0%
% of All Funds
0.97%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
11
Increased
10
Reduced
14
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AG
1
Advisor Group
Arizona
$17.7M +$3.82M +55,778 +29%
Ameriprise
2
Ameriprise
Minnesota
$11.3M +$7.51M +109,718 +220%
Morgan Stanley
3
Morgan Stanley
New York
$10.6M -$3.52M -51,363 -26%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$9.93M -$875K -12,787 -8%
Bank of America
5
Bank of America
North Carolina
$4.04M -$830K -12,128 -18%
Goldman Sachs
6
Goldman Sachs
New York
$3.38M +$299K +4,373 +10%
SI
7
Stephens Inc
Arkansas
$2.66M +$238K +3,477 +10%
Citadel Advisors
8
Citadel Advisors
Florida
$2.4M +$2.32M +33,858 New
Wells Fargo
9
Wells Fargo
California
$2.13M -$158K -2,303 -7%
LPL Financial
10
LPL Financial
California
$2.09M -$164K -2,391 -8%
UBS Group
11
UBS Group
Switzerland
$1.32M +$89.5K +1,307 +8%
PAG
12
Private Advisor Group
New Jersey
$982K +$948K +13,843 New
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$953K -$108K -1,575 -10%
Citigroup
14
Citigroup
New York
$922K +$145K +2,118 +19%
Jane Street
15
Jane Street
New York
$891K -$1.62M -23,681 -65%
Stifel Financial
16
Stifel Financial
Missouri
$889K -$130K -1,893 -13%
GWM
17
Geneos Wealth Management
Colorado
$864K
VC
18
Vicus Capital
Pennsylvania
$749K +$722K +10,549 New
MCM
19
Murphy Capital Management
New Jersey
$707K -$8.56K -125 -1%
WCM
20
WealthBridge Capital Management
Ohio
$558K -$3.77K -55 -0.7%
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$510K -$23.2K -339 -5%
SAM
22
SignalPoint Asset Management
Missouri
$506K
MML Investors Services
23
MML Investors Services
Massachusetts
$496K +$200K +2,923 +72%
RJA
24
Raymond James & Associates
Florida
$484K +$121K +1,761 +35%
CAM
25
Concorde Asset Management
Michigan
$417K -$2.05K -30 -0.5%