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Invesco Dorsey Wright Consumer Staples Momentum ETF

46 hedge funds and large institutions have $76.9M invested in Invesco Dorsey Wright Consumer Staples Momentum ETF in 2019 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 19 increasing their positions, 17 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 17

1.85% more ownership

Funds ownership: 45.53%47.38% (+1.9%)

4% more capital invested

Capital invested by funds: $73.6M → $76.9M (+$3.25M)

2% less funds holding

Funds holding: 4746 (-1)

20% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 5

Holders
46
Holders Change
-1
Holders Change %
-2.13%
% of All Funds
1.01%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
19
Reduced
17
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
1
Ameriprise
Minnesota
$15.5M +$3.97M +53,888 +33%
Morgan Stanley
2
Morgan Stanley
New York
$9.98M -$1.49M -20,149 -13%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$9.29M +$9.12M +123,737 +2,392%
AG
4
Advisor Group
Arizona
$7.11M -$7.35M -99,673 -50%
Bank of America
5
Bank of America
North Carolina
$4.49M +$638K +8,657 +16%
LPL Financial
6
LPL Financial
California
$4.07M +$257K +3,484 +7%
Goldman Sachs
7
Goldman Sachs
New York
$3.43M -$2.58K -35 -0.1%
Citadel Advisors
8
Citadel Advisors
Florida
$2.45M +$1.2M +16,242 +93%
Wells Fargo
9
Wells Fargo
California
$1.97M -$57.8K -784 -3%
SPC
10
Sigma Planning Corp
Michigan
$1.69M +$1.73M +23,425 New
VC
11
Vicus Capital
Pennsylvania
$1.55M +$192K +2,601 +14%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$1.51M +$287K +3,894 +23%
UBS Group
13
UBS Group
Switzerland
$1.46M +$99.3K +1,347 +7%
Citigroup
14
Citigroup
New York
$1.03M -$4.5K -61 -0.4%
PAG
15
Private Advisor Group
New Jersey
$1.01M +$5.97K +81 +0.6%
Stifel Financial
16
Stifel Financial
Missouri
$1.01M +$60.4K +819 +6%
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$818K +$233K +3,154 +38%
GWM
18
Geneos Wealth Management
Colorado
$805K -$22.1K -300 -3%
MCM
19
Murphy Capital Management
New Jersey
$668K -$25.8K -350 -4%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$630K -$807K -10,948 -56%
WCM
21
WealthBridge Capital Management
Ohio
$499K -$63K -855 -11%
AWM
22
AE Wealth Management
Kansas
$493K +$141K +1,914 +39%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$489K -$1.52M -20,634 -75%
RJA
24
Raymond James & Associates
Florida
$480K -$12.5K -170 -2%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$443K +$20.4K +276 +5%