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Invesco Dorsey Wright Consumer Staples Momentum ETF

47 hedge funds and large institutions have $73.6M invested in Invesco Dorsey Wright Consumer Staples Momentum ETF in 2019 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 18 increasing their positions, 15 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 5

20% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 15

4% more funds holding

Funds holding: 4547 (+2)

1.37% less ownership

Funds ownership: 46.9%45.53% (-1.4%)

9% less capital invested

Capital invested by funds: $81.2M → $73.6M (-$7.59M)

Holders
47
Holders Change
+2
Holders Change %
+4.44%
% of All Funds
1.02%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
18
Reduced
15
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AG
1
Advisor Group
Arizona
$14.3M -$3.71M -51,806 -21%
Ameriprise
2
Ameriprise
Minnesota
$11.6M +$144K +2,015 +1%
Morgan Stanley
3
Morgan Stanley
New York
$11.4M +$702K +9,791 +7%
Bank of America
4
Bank of America
North Carolina
$3.86M -$234K -3,263 -6%
LPL Financial
5
LPL Financial
California
$3.81M +$1.69M +23,512 +80%
Goldman Sachs
6
Goldman Sachs
New York
$3.42M
Jane Street
7
Jane Street
New York
$2.92M +$2.01M +28,012 +223%
Wells Fargo
8
Wells Fargo
California
$2.02M -$139K -1,936 -6%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$1.98M +$1.96M +27,384 New
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$1.42M +$1.08M +15,037 +323%
UBS Group
11
UBS Group
Switzerland
$1.36M +$21.8K +304 +2%
VC
12
Vicus Capital
Pennsylvania
$1.36M +$596K +8,317 +79%
Citadel Advisors
13
Citadel Advisors
Florida
$1.27M -$1.17M -16,306 -48%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$1.23M +$259K +3,608 +27%
Citigroup
15
Citigroup
New York
$1.03M +$94K +1,311 +10%
PAG
16
Private Advisor Group
New Jersey
$1.01M +$10K +140 +1%
Stifel Financial
17
Stifel Financial
Missouri
$944K +$27.7K +386 +3%
GWM
18
Geneos Wealth Management
Colorado
$832K -$43K -600 -5%
MCM
19
Murphy Capital Management
New Jersey
$692K -$25.1K -350 -4%
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$589K +$72.1K +1,006 +14%
WCM
21
WealthBridge Capital Management
Ohio
$507K +$3.94K +55 +0.7%
RJA
22
Raymond James & Associates
Florida
$491K
MML Investors Services
23
MML Investors Services
Massachusetts
$441K -$60.5K -844 -12%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$422K +$55.6K +776 +15%
CAM
25
Concorde Asset Management
Michigan
$421K -$1.29K -18 -0.3%